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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..

What is a Home Worth? Maher v. Illinois Department of Human Services

Recently, ElderCounsel published a blog regarding case law out of New Jersey regarding how the..

Arbitration Provisions in Continuing Care Retirement Community Contracts

Arbitration agreements have been a hot topic in recent years. Last year, ElderCounsel posted a blog..

Case Law: Grantor-retained Annuity Trust and Estate Taxes

By Jill Roamer, J.D., CIPP/US August 5, 2020

In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a case..

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