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Trusteeship and Agency: Where do Creditors Fit into the Picture?

By Jill Roamer, J.D., CIPP/US January 12, 2021

Being a Trustee of a trust is no easy task. Trust assets need to be managed, accountings and..

Can a Spouse-Agent Transfer Property to Herself?

By Jill Roamer, J.D., CIPP/US January 5, 2021

As a part of most elder law plans, an attorney will recommend that a client execute powers of..

Lessons from an Attorney Disbarment

By Jill Roamer, J.D., CIPP/US December 29, 2020

Reading that another attorney has been disbarred is never good news; we don’t delight in the..

Proposition 19: New Rules in California

By Jill Roamer, J.D., CIPP/US December 22, 2020

November brought with it changes to California’s real property taxation laws. Proposition 19..

How to Celebrate Holidays with Seniors During COVID-19

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

It’s been quite the year, huh? Since COVID-19 took center stage, families with seniors have been..

Case Law: Do Plaintiffs have a Private Right of Action?

Determining whether a federal or state statute gives someone a private right of action can be..

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