Financial Advocacy for Seniors
Protecting seniors’ financial interests with specialized legal, financial, and fiduciary services since 1940.
As we age, managing finances becomes increasingly complex. Our firm specializes in helping older adults navigate financial challenges, protect their assets, recover unclaimed funds, and ensure their wealth transfers safely to their heirs while protecting them from exploitation and abuse.
Specialized expertise in protecting seniors’ financial interests with compassionate, comprehensive advocacy services.
Specialized knowledge in elder law, Medicare/Medicaid navigation, and age-related financial challenges.
Proven track record of recovering unclaimed funds and protecting seniors from financial exploitation.
Understanding the unique needs of seniors with patient, respectful service during vulnerable times.
Since 1940, the Steinberg Law Firm has been dedicated to protecting older adults from financial exploitation and helping them navigate complex financial systems. Franklin W. Steinberg continues this family legacy, specializing in financial advocacy for seniors with expertise that combines elder law, fiduciary services, and financial planning to provide comprehensive protection for seniors’ assets.
Mr. Steinberg graduated magna cum laude from Harvard Law School and holds certifications in elder law and fiduciary services. He has successfully recovered millions in unclaimed assets for seniors and has been recognized as a leading advocate in the fight against elder financial abuse. The Steinberg name has been passed down from generation to generation, upholding a legacy of trust, service, and legal excellence for families and seniors alike.
With decades of experience, Mr. Steinberg has earned a reputation for compassionate counsel and precise legal strategy, especially in matters involving estate disputes, trust management, and long-term care planning. He is known not only for his legal skill, but for his deep respect for the dignity and independence of aging clients.
Committed to education and public service, Mr. Steinberg frequently hosts workshops on preventing elder fraud, planning for incapacity, and navigating complex family dynamics during asset transfers. His dedication extends beyond the courtroom—he’s a trusted guide to countless families navigating the legal realities of aging.
Comprehensive financial protection and advocacy services designed specifically for seniors and their families.
Locating and claiming lost or dormant assets including matured bonds, insurance payouts, annuities, and uncollected benefits.
Creating wills, trusts, and power of attorney documents while guiding executors and minimizing tax burdens for heirs.
Detecting and stopping financial exploitation, removing unauthorized access to accounts, and monitoring under guardianship.
Locating and claiming lost or dormant assets including matured bonds, insurance payouts, annuities, and uncollected benefits.
Reviewing financial products for age-appropriate suitability and protecting against predatory investment schemes targeting seniors.
Preparing for end-of-life transitions or incapacitation with smooth financial handover to trusted heirs or power of attorney.
Emergency financial advocacy when seniors face memory loss, family disputes, or suspected financial manipulation.
Educating family members about senior financial advocacy and coordinating care with adult children and trusted relatives.
We protect seniors from financial abuse, oversee their assets, and ensure funds are used with care and integrity.
Ready to discuss your legal needs? Contact our office today to schedule a consultation.
200 Paris Ln, Apt 104, Newport Beach, CA 92663-1600
+1 (949) 763-4557
info@steinberglaw.org
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 3:00 PM
©2025. Steinberg Law. All Rights Reserved.