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Jill Roamer, J.D., CIPP/US

Including Special Needs Trust Planning in Your Client’s Revocable Living Trust

By Jill Roamer, J.D., CIPP/US April 22, 2022

If you practice in estate planning or elder law, you likely have heard of special needs planning...

What Elements Must be Met for a Hardship Waiver?

By Jill Roamer, J.D., CIPP/US April 13, 2022

Federal law, specifically 42 U.S. Code § 1396p(c)(2)(D), dictates that a state must establish..

Applicant’s Funds Countable Notwithstanding Inability to Access Account

By Jill Roamer, J.D., CIPP/US March 31, 2022

What happens if a Medicaid applicant has funds in a bank account but cannot access those funds due..

What Is a Qualified Disability Trust?

By Jill Roamer, J.D., CIPP/US March 24, 2022

The legal authority to create a Qualified Disability Trust (QDisT) falls under §642(b)(2)(C) of the..

How to Add Elder Law to Your Existing Practice

By Jill Roamer, J.D., CIPP/US March 17, 2022

Are you interested in learning more about elder law, how it could benefit your practice, and how..

New Voting Laws May Impact Those Who are Disabled

By Jill Roamer, J.D., CIPP/US March 10, 2022

The Americans with Disabilities Act (ADA) is a broad-sweeping federal law meant to eliminate..

Distinctions Between a First-Party Special Needs Trust and a Third-Party Supplemental Needs Trust

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

A First-Party Special Needs Trust (SNT) and a Third-Party Supplemental Needs Trust (SNT) are used..

BREAKING NEWS: IRS Issues Proposed Secure Act Regulations

By Jill Roamer, J.D., CIPP/US February 24, 2022

On February 24, 2022, the IRS has issued proposed regulations regarding the Secure Act. Public..

Return on Investment Calculator Shows the Value of Your Services

By Jill Roamer, J.D., CIPP/US February 22, 2022

A powerful tool ElderCounsel members often utilize is the Return on Investment (ROI) Calculator...

California’s New Asset Rules

By Jill Roamer, J.D., CIPP/US February 3, 2022

Last August, we published a blog about California’s new Medicaid eligibility rules. Well, those new..

The Role of Trust Protector in ElderDocx® Documents

By Jill Roamer, J.D., CIPP/US January 27, 2022

ElderDocx® is a powerful document drafting system. Within the system, you can draft many legal..

California, the Deficit Reduction Act, and Stacked Gifting

By Jill Roamer, J.D., CIPP/US January 19, 2022

The Deficit Reduction Act of 2005 (DRA) did many things. It implemented new whistleblower..

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