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Court Strikes Down Ban on Shock Therapy

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

Shock therapy has been in the news and in the courts in recent years. A graduated electronic..

Montana Confirms an Irrevocable Trust can be an Exempt Asset

By Jill Roamer, J.D., CIPP/US July 16, 2021

Yesterday, you were alerted to the groundbreaking decision out of Minnesota that confirmed an..

Landmark Decision Regarding Irrevocable Trusts in Minnesota

By Jill Roamer, J.D., CIPP/US July 15, 2021

In a Minnesota appeals court decision, the court ruled that a Medicaid recipient’s irrevocable..

SSI Recipients Lose Benefits Due to Error

By Jill Roamer, J.D., CIPP/US July 9, 2021

SSI benefits are means based. Meaning, there are strict financial criteria that must be met to..

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..

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..

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..

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..

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..

Florida Cracks Down on Senior Abuse

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

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