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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..

Malpractice Insurance Company Must Defend Attorney Despite Exclusion Clause

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

Malpractice. The single word can send shivers down the spine of every attorney. Most attorneys..

Wife Liable for Nursing Home Expenses in Iowa Case

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

Dean and Patricia were married for more than 50 years. In early 2017, Dean entered a nursing..

Does Transfer-on-Death Become Fraudulent Transfer?

By Jill Roamer, J.D., CIPP/US December 9, 2021

A new case out of the Court of Appeals of Ohio analyzes whether the beneficiary of a..

Uber Sued by the Department of Justice

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

Ride-share companies, such as Uber, have boomed in recent years. Anyone needing a ride can..

Does Voluntary Payment of Past-due Nursing Home Charges Violate Federal Law?

By Jill Roamer, J.D., CIPP/US November 9, 2021

Federal law prohibits a nursing home from requiring that past-due expenses be paid as a..

Can a Beneficiary’s Share be Contingent on their Marital Status?

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

I do, or I don’t – can a Settlor dictate how a beneficiary’s share is distributed based on the..

Promissory Note Case Law out of the United States Court of Appeals for the Tenth Circuit

By Jill Roamer, J.D., CIPP/US October 19, 2021

In many states, executing a promissory note is a viable and attractive strategy when engaging in..

Is a Court-Appointed Conservator Personally Liable for Actions Taken?

By Jill Roamer, J.D., CIPP/US September 22, 2021

As a senior ages, they may no longer be able to look after their own affairs. This could be..

Is There an Appeal Right for Denial to Reopen a Medicaid Application?

By Jill Roamer, J.D., CIPP/US September 16, 2021

Due process, as guaranteed by the 5th Amendment, states that the federal government must treat..

Recent Case Analysis of Undue Influence

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

Undue Influence is when someone pressures another in such a way that the person being influenced..

A Power of Appointment Does Not Render Trust Countable Asset

By Jill Roamer, J.D., CIPP/US August 25, 2021

A power of appointment is a provision that gives a person, the powerholder, the opportunity to..

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