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What Is a Qualified Disability Trust?

By Jill Roamer, J.D., CIPP/US March 24, 2022

The legal authority to create a Qualified Disability Trust (QDisT) falls under §642(b)(2)(C) of the..

How to Add Elder Law to Your Existing Practice

By Jill Roamer, J.D., CIPP/US March 17, 2022

Are you interested in learning more about elder law, how it could benefit your practice, and how..

New Voting Laws May Impact Those Who are Disabled

By Jill Roamer, J.D., CIPP/US March 10, 2022

The Americans with Disabilities Act (ADA) is a broad-sweeping federal law meant to eliminate..

Distinctions Between a First-Party Special Needs Trust and a Third-Party Supplemental Needs Trust

By Jill Roamer, J.D., CIPP/US March 4, 2022

A First-Party Special Needs Trust (SNT) and a Third-Party Supplemental Needs Trust (SNT) are used..

BREAKING NEWS: IRS Issues Proposed Secure Act Regulations

By Jill Roamer, J.D., CIPP/US February 24, 2022

On February 24, 2022, the IRS has issued proposed regulations regarding the Secure Act. Public..

Return on Investment Calculator Shows the Value of Your Services

By Jill Roamer, J.D., CIPP/US February 22, 2022

A powerful tool ElderCounsel members often utilize is the Return on Investment (ROI) Calculator...

Dispelling the Myth that “Long” Documents are a Bad Thing

By Valerie Peterson, J.D. February 15, 2022

ElderCounsel membership includes a document drafting system, ElderDocx®. We do not offer a set of..

Giving Back and Making a Difference for Veterans

By Valerie Peterson, J.D. February 7, 2022

Many years ago, when I was in private practice, I had the honor of helping wartime Veterans and..

California’s New Asset Rules

By Jill Roamer, J.D., CIPP/US February 3, 2022

Last August, we published a blog about California’s new Medicaid eligibility rules. Well, those new..

The Role of Trust Protector in ElderDocx® Documents

By Jill Roamer, J.D., CIPP/US January 27, 2022

ElderDocx® is a powerful document drafting system. Within the system, you can draft many legal..

California, the Deficit Reduction Act, and Stacked Gifting

By Jill Roamer, J.D., CIPP/US January 19, 2022

The Deficit Reduction Act of 2005 (DRA) did many things. It implemented new whistleblower..

Ohio Appeals Court Rules on How Alimony Effects Available Income Calculation

By Jill Roamer, J.D., CIPP/US January 12, 2022

How is available income for Medicaid-eligibility purposes calculated in Ohio when the applicant..

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