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Jill Roamer, J.D., CIPP/US

How Can a Medicaid Asset Protection Trust Help Your Clients?

By Jill Roamer, J.D., CIPP/US February 1, 2023

The U.S. Department of Health & Human Services proffers that by the time your client reaches age..

Must a Trust Accounting be Provided to Beneficiaries?

By Jill Roamer, J.D., CIPP/US January 25, 2023

Some trust beneficiaries may feel left in the dark about the terms of their trust and the amount of..

Spousal Support Order Deemed Improper

By Jill Roamer, J.D., CIPP/US January 20, 2023

In order to keep a community spouse from being impoverished when their partner enters a nursing..

Can You Challenge an Estate Plan During the Testator’s Life?

By Jill Roamer, J.D., CIPP/US January 10, 2023

If you have a client that believes a loved one was unduly influenced to change their estate plan,..

Bill Aimed to Increase Asset Cap for SSI Recipients Not Included in Year-end Spending Package

By Jill Roamer, J.D., CIPP/US January 4, 2023

It’s that time of year again! Congress has proposed its annual spending package. This year, a bill..

Latest ElderDocx Release—Decanting Documents Added

By Jill Roamer, J.D., CIPP/US December 29, 2022

Here at ElderCounsel, we are continually updating ElderDocx® to include new documents, features,..

Undue Influence Ruling Stands

By Jill Roamer, J.D., CIPP/US December 15, 2022

Undue influence involves an individual taking advantage of another. This usually happens at the..

Two Stepchildren Disinherited from Family Trust

By Jill Roamer, J.D., CIPP/US December 7, 2022

Donald and Marjorie were married in 1997. Each of them had two adult children upon entering the..

Pandemic Not an Excuse for Planning Delay

By Jill Roamer, J.D., CIPP/US November 30, 2022

The Covid-19 Pandemic made everything topsy-turvy. Businesses shut down, supplies were sometimes..

Changes to Beneficiary Designations During Pendency of Divorce Case

By Jill Roamer, J.D., CIPP/US November 23, 2022

Divorce is usually a lengthy process of reaching agreements pertaining to assets and family time...

Court Clarifies California Probate Code Section 850

By Jill Roamer, J.D., CIPP/US November 18, 2022

California Probate Code 850 is infamously known throughout the state as the basis for a Heggstad..

Separation Agreement Provisions Regarding Beneficiaries Not Enforced

By Jill Roamer, J.D., CIPP/US November 4, 2022

Carol and Richard were married for 14 years but separated in 1989. As part of their separation..

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