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Jill Roamer, J.D., CIPP/US

Massachusetts Sticks to Three-Year Estate Recovery Rule

By Jill Roamer, J.D., CIPP/US March 10, 2021

Federal law demands that states attempt to recover amounts expended on certain beneficiaries..

Showing Transfers Were for Purposes Other Than to Qualify for Medicaid Benefits

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

When someone needs long-term care and applies for Medicaid benefits, there is a look-back..

SSDI Waiting Period Eliminated for Individuals with ALS

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

Social Security Disability Insurance (SSDI) is a program that is overseen by the Social Security..

Can a Guardian Obtain a Restraining Order Over Ward’s Objections?

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

When someone is unable to manage his or her own affairs, a guardian or conservator may be..

Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older

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

Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain..

Tennessee’s Block Grant Approved

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

Earlier this month, Trump approved the first-ever block grant for federal Medicaid funding, to..

When does the Statute of Limitations for a Malpractice Claim Start?

By Jill Roamer, J.D., CIPP/US January 20, 2021

Malpractice. The very word sends shivers down the spines of attorneys. Attorneys, as humans,..

Trusteeship and Agency: Where do Creditors Fit into the Picture?

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

Being a Trustee of a trust is no easy task. Trust assets need to be managed, accountings and..

Can a Spouse-Agent Transfer Property to Herself?

By Jill Roamer, J.D., CIPP/US January 5, 2021

As a part of most elder law plans, an attorney will recommend that a client execute powers of..

Lessons from an Attorney Disbarment

By Jill Roamer, J.D., CIPP/US December 29, 2020

Reading that another attorney has been disbarred is never good news; we don’t delight in the..

Proposition 19: New Rules in California

By Jill Roamer, J.D., CIPP/US December 22, 2020

November brought with it changes to California’s real property taxation laws. Proposition 19..

How to Celebrate Holidays with Seniors During COVID-19

By Jill Roamer, J.D., CIPP/US December 21, 2020

It’s been quite the year, huh? Since COVID-19 took center stage, families with seniors have been..

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