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Jill Roamer, J.D.

The Secure Supplemental Needs Trust Now Available

By Jill Roamer, J.D. August 10, 2020

A new trust is available in ElderDocx®. The EC Secure Supplemental Needs Trust™ (SNT) is a trust..

Case Law: Grantor-retained Annuity Trust and Estate Taxes

By Jill Roamer, J.D. August 5, 2020

In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a..

State Failed to Take Appraisal into Consideration

By Jill Roamer, J.D. July 21, 2020

All states impose a penalty period for a Medicaid applicant who has transferred assets for less..

Upcoming Changes to New York Medicaid

By Jill Roamer, J.D. July 6, 2020

As a result of New York’s 2020 budget, some big changes are on the way for many New York..

Attorney Disciplined for Misconduct

By Jill Roamer, J.D. July 2, 2020

Attorneys are trusted advisors and as such are held to a high standard of conduct. Clients rely..

A New Kind of Power of Attorney for Changing Times

By Jill Roamer, J.D. May 19, 2020

A Healthcare Power of Attorney is an important document for everyone to have. This document..

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