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Case Law: Grantor-retained Annuity Trust and Estate Taxes

By Jill Roamer, J.D. August 5, 2020

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

Bostock v. Clayton County

Attorneys serve all types of clients–clients of different colors, religions, ages, and sexual..

State Failed to Take Appraisal into Consideration

By Jill Roamer, J.D. July 21, 2020

All states impose a penalty period for a Medicaid applicant who has transferred assets for less..

Medicaid Estate Recovery Reaches Deposit Refund

Federal law, per the Omnibus Budget Reconciliation Act of 1993, dictates that individual states..

Upcoming Changes to New York Medicaid

By Jill Roamer, J.D. July 6, 2020

As a result of New York’s 2020 budget, some big changes are on the way for many New York..

Attorney Disciplined for Misconduct

By Jill Roamer, J.D. July 2, 2020

Attorneys are trusted advisors and as such are held to a high standard of conduct. Clients rely..

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