Elder Law Attorney Serving Avila Beach, California
Elder financial abuse, conservatorship, Medi-Cal planning, and estate planning for aging adults in the Avila Beach area. Free confidential consultation at (888) 461-2215. We also have an appointment location in Avila Beach for your convenience.
- Free confidential consultation
- EADACPA fee shifting may recover attorney fees from the abuser
- Emergency petitions when assets are at immediate risk
- Civil and criminal approach coordinated when appropriate
- 30+ years combined experience
Free Elder Law Consultation
Confidential. Same-week appointments often available.
Confidential. Mon to Fri, 9am to 5pm.
Protecting Older Adults in South SLO County
Avila Beach is a small, affluent coastal enclave at the mouth of San Luis Obispo Creek. While the permanent population is small, it includes a high proportion of property owners with significant assets, including beachfront and near-beach properties that have appreciated dramatically. Tardiff and Saldo has an appointment location in Avila Beach, making consultations convenient for local residents. Call (888) 461-2215 to schedule.
California's Elder Abuse and Dependent Adult Civil Protection Act provides strong remedies for victims and their families. Under Welfare and Institutions Code section 15657.5, a plaintiff who prevails on a financial abuse claim recovers attorney's fees and costs from the defendant as a matter of right. This fee-shifting provision makes it economically practical to pursue claims across a wide range of financial loss amounts, which would otherwise be too costly to litigate. We handle these matters for Avila Beach area families from our downtown San Luis Obispo office, and most consultations are conducted by phone or video.
Warning Signs of Elder Financial Abuse
- Sudden changes to a will, trust, or beneficiary designations, especially after a new person has entered the elder's life
- Unexplained withdrawals or transfers from bank or investment accounts
- A new name appearing on the elder's bank account, deed, or power of attorney
- The elder appearing fearful, anxious, or reluctant to speak privately when a particular person is present
- Unpaid bills or unmet needs when income should be sufficient
- Increasing isolation from longtime family members and friends
Elder Financial Abuse in Avila Beach: Acting Before More Was Lost
The Situation
A retired Avila Beach property owner in her mid-70s was approached by a distant relative she had not seen in years. The relative positioned himself as reconnecting out of genuine family interest but quickly began acting as an informal financial advisor, persuading her to add him as a co-signer on accounts and directing her to make several large wire transfers he described as investment opportunities. By the time her estate planning attorney flagged the situation, over $85,000 had been transferred.
Our Approach
We filed a civil complaint under EADACPA targeting the relative and the investment scheme he had directed funds toward, which had elements of fraud as well as elder abuse. We engaged a forensic accountant to trace all transferred funds and identify any recoverable assets. We coordinated with APS and worked with law enforcement on the parallel criminal investigation. We also sought a prejudgment writ of attachment to preserve any assets that could be recovered.
The Outcome
The civil case recovered $62,000 of the $85,000 through the EADACPA claim and attachment of the relative's personal assets. A criminal restitution order addressed the remainder. The elder's estate plan was updated and a professional fiduciary was appointed as her durable power of attorney with reporting obligations to her family.
Client name changed. Results vary based on individual circumstances. Prior results do not guarantee similar outcomes.
Elder Law Services Available for Avila Beach Clients
We handle the full range of elder law matters for Avila Beach area clients, including financial abuse claims under EADACPA, conservatorship petitions and defenses, Medi-Cal planning, power of attorney challenges, trust and will contests based on undue influence, and estate planning for aging adults. See the full elder law overview for a complete description of each service.
If you suspect abuse is ongoing, contact SLO County Adult Protective Services at (805) 781-1775 for emergency referral. For non-emergency situations or when you need to understand your legal options before contacting authorities, call us first at (888) 461-2215. Nearby elder law pages we serve: San Luis Obispo and Pismo Beach. Our estate planning team and probate practice handle related matters.
Local resources: Avila Beach CSD | SLO County APS | SLO County.
Elder Law Questions from Avila Beach Area Families
Free Elder Law Consultation for Avila Beach Area Families
Confidential. Same-week phone and video appointments available. If abuse is ongoing, call us today.