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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..

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