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Spousal Support Order Deemed Improper

By Jill Roamer, J.D., CIPP/US January 20, 2023

In order to keep a community spouse from being impoverished when their partner enters a nursing..

Can You Challenge an Estate Plan During the Testator’s Life?

By Jill Roamer, J.D., CIPP/US January 10, 2023

If you have a client that believes a loved one was unduly influenced to change their estate plan,..

Bill Aimed to Increase Asset Cap for SSI Recipients Not Included in Year-end Spending Package

By Jill Roamer, J.D., CIPP/US January 4, 2023

It’s that time of year again! Congress has proposed its annual spending package. This year, a bill..

Undue Influence Ruling Stands

By Jill Roamer, J.D., CIPP/US December 15, 2022

Undue influence involves an individual taking advantage of another. This usually happens at the..

Two Stepchildren Disinherited from Family Trust

By Jill Roamer, J.D., CIPP/US December 7, 2022

Donald and Marjorie were married in 1997. Each of them had two adult children upon entering the..

Pandemic Not an Excuse for Planning Delay

By Jill Roamer, J.D., CIPP/US November 30, 2022

The Covid-19 Pandemic made everything topsy-turvy. Businesses shut down, supplies were sometimes..

Changes to Beneficiary Designations During Pendency of Divorce Case

By Jill Roamer, J.D., CIPP/US November 23, 2022

Divorce is usually a lengthy process of reaching agreements pertaining to assets and family time...

Court Clarifies California Probate Code Section 850

By Jill Roamer, J.D., CIPP/US November 18, 2022

California Probate Code 850 is infamously known throughout the state as the basis for a Heggstad..

Separation Agreement Provisions Regarding Beneficiaries Not Enforced

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

Carol and Richard were married for 14 years but separated in 1989. As part of their separation..

Penalty Period was Upheld for Transfers to Loved Ones

By Jill Roamer, J.D., CIPP/US October 25, 2022

A.V. suffered from Alzheimer’s disease and was admitted to a nursing home in January 2021...

Statute of Limitations Bars Family Member’s Claim

By Jill Roamer, J.D., CIPP/US October 18, 2022

Ellan Orkin died in 2019 at the age of ninety-nine. During her life, she and her sister served as..

Feds Attempt to Combat Subminimum Wages for Those with Special Needs

By Jill Roamer, J.D., CIPP/US October 11, 2022

October is National Special Needs Law Month! As such, some good news is needed. The U.S. Department..

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