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Jill Roamer, J.D., CIPP/US

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..

The End of a Step-up in Basis?

By Jill Roamer, J.D., CIPP/US June 2, 2021

A step-up in basis, or more accurately, a basis adjustment, has been a cornerstone of many..

A Trust Protector and Undue Influence

By Jill Roamer, J.D., CIPP/US May 25, 2021

Can undue influence lead to a Trust Amendment via a Trust Protector who is an independent party?..

When A Contract and a Will Conflict

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

A Last Will and Testament devises one’s property after their passing. Great weight is given to..

Litigation Ensues for Tennessee’s Block Grant

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

In January 2021, the State of Tennessee was granted a waiver for a block grant. The block grant..

Florida Cracks Down on Senior Abuse

Florida has taken a major stand against abuse and fraud perpetrated on senior and disabled..

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