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Jill Roamer, J.D.

New Case Law in Minnesota

By Jill Roamer, J.D. September 16, 2020

The Supreme Court of Minnesota recently rendered a decision that interpreted Minn. Stat. §..

Name on the Check Rule Confirmed

By Jill Roamer, J.D. September 3, 2020

A common strategy employed for Medicaid qualification purposes it to turn an asset of a married..

National Senior Citizens Day

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

Today, August 21, is National Senior Citizens Day! It is a great day to think about all of your..

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..

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