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Can a Child Caretaker Work Outside the Home?

By Jill Roamer, J.D., CIPP/US April 6, 2021

Qualifying for long-term care Medicaid can be tricky. There are strict asset and income limits...

Showing Transfers Were for Purposes Other Than to Qualify for Medicaid Benefits

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

When someone needs long-term care and applies for Medicaid benefits, there is a look-back period...

Can a Guardian Obtain a Restraining Order Over Ward’s Objections?

By Jill Roamer, J.D., CIPP/US February 15, 2021

When someone is unable to manage his or her own affairs, a guardian or conservator may be..

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..

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, can’t..

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..

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 misery..

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..

Case Law: RLT Trust Property Can be Sold to Pay for Long-term Care

In Jackson v. Montoya, the Wyoming Supreme Court ruled that the successor trustee of a revocable..

Case Law: Mutual Wills and a Subsequent Will—Which One Rules?

By Jill Roamer, J.D., CIPP/US October 19, 2020

National Estate Planning Awareness Week is October 19-25, 2020. To celebrate, let’s take a look at..

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