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The Power of the Medicaid Asset Protection Letter

By Jill Roamer, J.D., CIPP/US October 12, 2021

October is Long-term Care Planning Month! ElderDocx offers many amazing documents to draft, but..

Ability to Draft an Annotated Self-Settled Special Needs Trust Added to ElderDocx

By Jill Roamer, J.D., CIPP/US October 6, 2021

ElderDocx® has always had the ability to draft a Self-Settled Special Needs Trust, but with our..

CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs

By Jill Roamer, J.D., CIPP/US October 1, 2021

October marks the beginning of National Special Needs Law Month! Let’s start celebrating with..

What is Elder Law?

By Jill Roamer, J.D., CIPP/US September 22, 2021

There are many areas of law an attorney can focus on litigation, bankruptcy law, criminal law,..

Is a Court-Appointed Conservator Personally Liable for Actions Taken?

By Jill Roamer, J.D., CIPP/US September 22, 2021

As a senior ages, they may no longer be able to look after their own affairs. This could be..

Is There an Appeal Right for Denial to Reopen a Medicaid Application?

By Jill Roamer, J.D., CIPP/US September 16, 2021

Due process, as guaranteed by the 5th Amendment, states that the federal government must treat..

Recent Case Analysis of Undue Influence

By Jill Roamer, J.D., CIPP/US September 3, 2021

Undue Influence is when someone pressures another in such a way that the person being influenced..

A Power of Appointment Does Not Render Trust Countable Asset

By Jill Roamer, J.D., CIPP/US August 25, 2021

A power of appointment is a provision that gives a person, the powerholder, the opportunity to..

New Trust Protector Documents in ElderDocx

By Jill Roamer, J.D., CIPP/US August 20, 2021

Last week, we released an update to ElderDocx®. In the release, there were updates to several..

No Resource Cap for Medi-Cal?

By Jill Roamer, J.D., CIPP/US August 13, 2021

California legislatures recently passed AB 133, which is creating quite the stir in the elder..

IRS’ “Dirty Dozen”

By Jill Roamer, J.D., CIPP/US August 3, 2021

Each year, the Internal Revenue Service (IRS) puts out their “dirty dozen” list. This is a list..

Must an Agent Spend all of the Principal’s Assets on Care?

By Jill Roamer, J.D., CIPP/US July 27, 2021

When an agent steps into the shoes of a principal, does that require the agent to ensure every..

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