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Jill Roamer, J.D., CIPP/US

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 to..

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 estate..

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 estate..

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 this..

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 was..

Florida Cracks Down on Senior Abuse

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

The Case of an Agent that Acts Under a Springing Power of Attorney Before the Principal is Incapacitated

By Jill Roamer, J.D., CIPP/US April 28, 2021

As a part of many estate and elder law plans, an elder law attorney will draft a Financial Power of..

Blind Woman Wins Judgment Against Uber

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

Ms. Irving, a blind woman, lives in San Francisco. In 2018, she filed a Complaint against..

The Importance of the Language Used in a Legal Document

By Jill Roamer, J.D., CIPP/US April 13, 2021

Language can be tricky, imprecise, and confusing. When drafting legal documents, it is important to..

Can a Child Caretaker Work Outside the Home?

By Jill Roamer, J.D., CIPP/US April 6, 2021

Qualifying for long-term care Medicaid can be tricky. There are strict asset and income limits...

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