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Jill Roamer, J.D., CIPP/US

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..

Court Strikes Down Ban on Shock Therapy

By Jill Roamer, J.D., CIPP/US July 21, 2021

Shock therapy has been in the news and in the courts in recent years. A graduated electronic..

Montana Confirms an Irrevocable Trust can be an Exempt Asset

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

Yesterday, you were alerted to the groundbreaking decision out of Minnesota that confirmed an..

Landmark Decision Regarding Irrevocable Trusts in Minnesota

By Jill Roamer, J.D., CIPP/US July 15, 2021

In a Minnesota appeals court decision, the court ruled that a Medicaid recipient’s irrevocable..

SSI Recipients Lose Benefits Due to Error

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

SSI benefits are means based. Meaning, there are strict financial criteria that must be met to..

The Benefits of an ElderDocx® Annotated Document

By Jill Roamer, J.D., CIPP/US June 29, 2021

Last week we announced a few exciting additions to ElderDocx. One of those new additions was an..

Exciting Changes Made to ElderDocx®!

By Jill Roamer, J.D., CIPP/US June 23, 2021

ElderDocx puts a smart and efficient document creation system at your fingertips. It allows you..

The Devil is in the Details: The Case of a Scrivener's Error on a Deed

By Jill Roamer, J.D., CIPP/US June 8, 2021

In 2003, Mary attempted to engage in elder law planning and executed a deed reserving a life..

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