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Supreme Court Rules on Kaestner Case

By Jill Roamer, J.D. June 27, 2019

In a recent blog post, we informed our readers about big news in trust taxation. On June 21st,..

Electronic Wills: Technology Collides with Trusts and Estates Law

By Jill Roamer, J.D. June 25, 2019

The last 100 years have brought vast technological advancements to the masses, including the..

Senior Living Trends

By Jill Roamer, J.D. June 17, 2019

Some seniors simply want to downsize.  They either can’t afford to live in a large home, or they..

Saving Receipts for Medicaid Eligibility

Overcoming the presumption of improper transfers within a look-back period may be as simple as a..

5 Things to Know About The SECURE Act of 2019

By Jill Roamer, J.D. May 29, 2019

Recently, the House of Representatives passed the Setting Every Community Up for Retirement..

Promissory Notes, Medicaid Eligibility, and Disbarment

For a promissory note to be used successfully as a strategy for long-term care planning, it must..

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