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Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older

By Jill Roamer, J.D., CIPP/US February 3, 2021

Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain..

Tennessee’s Block Grant Approved

By Jill Roamer, J.D., CIPP/US January 27, 2021

Earlier this month, Trump approved the first-ever block grant for federal Medicaid funding, to..

When does the Statute of Limitations for a Malpractice Claim Start?

By Jill Roamer, J.D., CIPP/US January 20, 2021

Malpractice. The very word sends shivers down the spines of attorneys. Attorneys, as humans,..

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..

Lawyers in the Middle, Between Trustees and Beneficiaries to Whom is Owed the Duty of Confidentiality?

By Anita Schnee, J.D. December 8, 2020

Suppose you are hired by a trustee or executor to assist in trust or estate administration. Then..

What is a Snap-shot Date and When is it?

By Jill Roamer, J.D., CIPP/US December 3, 2020

When applying for long-term care Medicaid, there will be an analysis to determine if the..

Utah Becomes First State to Pass Electronic Wills Act

Many Americans don’t have a will. Why not? Well, the reason may be that they don’t want to think..

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