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Jill Roamer, J.D., CIPP/US

What is a Snap-shot Date and When is it?

By Jill Roamer, J.D., CIPP/US December 3, 2020

When applying for long-term care Medicaid, there will be an analysis to determine if the applicant..

National Alzheimer's Disease Awareness Month: Planning After a Diagnosis

By Jill Roamer, J.D., CIPP/US November 10, 2020

November is National Alzheimer’s Disease Awareness Month. Alzheimer’s Disease is a degenerative..

National Special Needs Law Month:  New Rules for ABLE Accounts

By Jill Roamer, J.D., CIPP/US October 26, 2020

With National Special Needs Law Month coming to a close, let’s take a look at recent final..

Case Law: Mutual Wills and a Subsequent Will—Which One Rules?

By Jill Roamer, J.D., CIPP/US October 19, 2020

National Estate Planning Awareness Week is October 19-25, 2020. To celebrate, let’s take a look at..

National Special Needs Law Month–Does Your Client Have the Right to Vote?

By Jill Roamer, J.D., CIPP/US October 2, 2020

The election is right around the corner and the country is deep in the throes of political..

New Case Law in Minnesota

By Jill Roamer, J.D., CIPP/US September 16, 2020

The Supreme Court of Minnesota recently rendered a decision that interpreted Minn. Stat. §..

Name on the Check Rule Confirmed

By Jill Roamer, J.D., CIPP/US September 3, 2020

A common strategy employed for Medicaid qualification purposes is to turn an asset of a married..

National Senior Citizens Day

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

Today, August 21, is National Senior Citizens Day! It is a great day to think about all of your..

The Secure Supplemental Needs Trust Now Available

By Jill Roamer, J.D., CIPP/US August 10, 2020

A new trust is available in ElderDocx®. The EC Secure Supplemental Needs Trust™ (SNT) is a trust..

Case Law: Grantor-retained Annuity Trust and Estate Taxes

By Jill Roamer, J.D., CIPP/US August 5, 2020

In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a case..

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