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Elder Law and Abuse


Legally Speaking is a new free monthly series of discussions with Q & A on various legal and financial life event topics. In the series, Santa Cruz County Bar Association recommended lawyers and finance/business professionals answer questions about the most frequently experienced legal issues faced by people in our community. These discussions will take place at various locations throughout the county on the 2nd Thursday of the month.

Legally Speaking: Elder Law and Abuse
Thursday • March 14 • 6:00pm - 7:00pm
Downtown Library • 224 Church St.

Local attorneys Anna M. Penrose-Levig of Penrose Chun & Gorman, LLP, Pamela Simmons of Simmons & Purdy, and Assistant District Attorney William Atkinson will provide information regarding how seniors in our community can protect themselves. The presenters will address a variety of common situations including different examples of financial elder abuse and various types of fraud commonly targeting seniors. The presentation will address legal and practical tools that seniors can use to protect themselves from being victimized, as well as how they may be able to recover money and property wrongfully taken from them.

William Atkinson will share information about: current types of scams being perpetrated against seniors and consumers in Santa Cruz County; how to identify and prevent falling victim to these types of scams; who to report these scams to; and tips to remember before responding to an unsolicited offer via the telephone, mail, email, or at your front door.

Anna M. Penrose-Levig will share information about how seniors can protect themselves with basic estate planning tools. She will also provide information about civil law suits that can be brought to address financial elder abuse.

Pamela Simmons will share information about the many different ways scammers seek to rob seniors of their savings, home equity or even just their piece of mind.

All events are 6:00pm to 7:00pm. Upcoming events in the series include:

  • Thursday, Apr 11, 2019 Coastal Access with Gary Redenbacher at the Scotts Valley Library
  • Thursday, May 9, 2019 Labor Law with Gretchen Reganhardt & Lizett Rodriguez (CRLA) at the Downtown Library

About the Presenters:

Anna M. Penrose-Levig advises clients in estate and trust matters and assists clients with the initiation and review of estate plans, including simple wills and revocable trusts. Her practice includes the probate of estates, the non-probate post-mortem administration of living trusts, estate planning, estate and trust litigation, and civil litigation. She has been practicing law since 2003 and is a member of the State Bars of California and Nevada. Prior to joining Penrose Chun & Gorman LLP, Ms. Penrose-Levig was Assistant General Counsel to the Public Utilities Commission of Nevada, where she was employed from 2007 to 2014. As Assistant General Counsel, Ms. Penrose-Levig defended Commission decisions on appeal in both Nevada District Court and before the Supreme Court of Nevada, and represented the Commission as a party to proceedings at the Federal Energy Regulatory Commission. Prior to joining the Commission, Ms. Penrose-Levig practiced at Broad Counsel Partners in San Diego from 2003 to 2007, where she focused on corporate, transactional, and estate planning matters.

William Atkinson has worked as an Assistant District Attorney in Santa Cruz County since 2001. He is currently the Supervisor of the District Attorney's Consumer Fraud and Environmental Protection Unit, which handles all types of white collar criminal fraud cases including real estate fraud, insurance fraud, elder financial abuse, and welfare fraud, as well as enforcement of the Consumer and Environmental Protection Laws. Prior to becoming an Assistant District Attorney, Mr. Atkinson was in private practice for 15 years handling civil litigation and criminal defense.

Pamela D. Simmons is a partner in the law firm of Simmons & Purdy located in Soquel, California. From 1992 through 1994, before starting in private practice, Ms. Simmons was an Assistant District Attorney prosecuting real estate, mortgage and other white collar frauds in Santa Cruz County, California. Ms. Simmons is an expert on the application of the Federal Truth in Lending Act (TILA) to home refinance transactions. She is also an expert in secured real estate transactions. She has written articles regarding such matters for both the American Bar Association and the California Real Estate Reporter. She has been a co-author of the Roger Bernhard’s California Mortgage and Deed of Trust Practice, published by the CEB since 2006. Ms. Simmons has been called upon to act as an Expert Witness in excess of ten cases since 2002. She is routinely quoted in such publications as the Wall Street Journal, Money Magazine and Business Week and in other local newspapers. She teaches Secured Real Estate Transactions at Lincoln Law School in San Jose, California. She has had the privilege of presented on the subject of home mortgages lending law, predatory lending and/or mortgage fraud at the American Bar Association’s Annual Real Estate Symposia, the National Association of Consumer Attorneys, the San Francisco Bar Association, the Santa Cruz Bar Association and the National Association of Consumer Bankruptcy Attorneys.

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Posted by cowend on March 3, 2019 at 12:30 a.m.



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