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Jill Roamer, J.D., CIPP/US

Last Will and Testament vs. a Trust: What’s the Difference?

By Jill Roamer, J.D., CIPP/US November 17, 2021

Most lawyers are familiar with a Last Will and Testament, but for many, a trust remains a..

Does Voluntary Payment of Past-due Nursing Home Charges Violate Federal Law?

By Jill Roamer, J.D., CIPP/US November 9, 2021

Federal law prohibits a nursing home from requiring that past-due expenses be paid as a..

Some States Cap Nursing Home Profits

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

November brings National Alzheimer's Disease Awareness Month and some possible good news in the..

Can a Beneficiary’s Share be Contingent on their Marital Status?

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

I do, or I don’t – can a Settlor dictate how a beneficiary’s share is distributed based on the..

Promissory Note Case Law out of the United States Court of Appeals for the Tenth Circuit

By Jill Roamer, J.D., CIPP/US October 19, 2021

In many states, executing a promissory note is a viable and attractive strategy when engaging in..

The Power of the Medicaid Asset Protection Letter

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

ElderDocx offers many amazing documents to draft, but today we are going to focus on the..

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..

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