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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..

Elder Law is Scary (and Other Common Myths)

By Valerie Peterson, J.D. April 30, 2021

With some 10,000 Americans turning 65 every day, elder law practice represents a huge..

The Case of an Agent that Acts Under a Springing Power of Attorney Before the Principal is Incapacitated

By Jill Roamer, J.D., CIPP/US April 28, 2021

As a part of many estate and elder law plans, an elder law attorney will draft a Financial Power..

Blind Woman Wins Judgment Against Uber

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

Ms. Irving, a blind woman, lives in San Francisco. In 2018, she filed a Complaint against..

The Importance of the Language Used in a Legal Document

By Jill Roamer, J.D., CIPP/US April 13, 2021

Language can be tricky, imprecise, and confusing. When drafting legal documents, it is important..

Can a Child Caretaker Work Outside the Home?

By Jill Roamer, J.D., CIPP/US April 6, 2021

Qualifying for long-term care Medicaid can be tricky. There are strict asset and income limits...

The Current State of Medicaid Work Requirements

By Jill Roamer, J.D., CIPP/US March 30, 2021

Former President Trump made it very clear during his presidency that he supported Medicaid work..

Child Support Arrears and Estate Recovery

By Jill Roamer, J.D., CIPP/US March 23, 2021

In a recent case out of Ohio, a court of appeals analyzed whether the state could recover child..

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