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The Role of Trust Protector in ElderDocx® Documents

By Jill Roamer, J.D., CIPP/US January 27, 2022

ElderDocx® is a powerful document drafting system. Within the system, you can draft many legal..

Last Will and Testament vs. a Trust: What’s the Difference?

By Jill Roamer, J.D., CIPP/US November 17, 2021

Most lawyers are familiar with a Last Will and Testament, but for many, a trust remains a..

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..

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..

No Resource Cap for Medi-Cal?

By Jill Roamer, J.D., CIPP/US August 13, 2021

California legislatures recently passed AB 133, which is creating quite the stir in the elder..

IRS’ “Dirty Dozen”

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

Each year, the Internal Revenue Service (IRS) puts out their “dirty dozen” list. This is a list..

Must an Agent Spend all of the Principal’s Assets on Care?

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

When an agent steps into the shoes of a principal, does that require the agent to ensure every..

Montana Confirms an Irrevocable Trust can be an Exempt Asset

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

Yesterday, you were alerted to the groundbreaking decision out of Minnesota that confirmed an..

Landmark Decision Regarding Irrevocable Trusts in Minnesota

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

In a Minnesota appeals court decision, the court ruled that a Medicaid recipient’s irrevocable..

The Benefits of an ElderDocx® Annotated Document

By Jill Roamer, J.D., CIPP/US June 29, 2021

Last week we announced a few exciting additions to ElderDocx. One of those new additions was an..

Exciting Changes Made to ElderDocx®!

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

ElderDocx puts a smart and efficient document creation system at your fingertips. It allows you..

The Devil is in the Details: The Case of a Scrivener's Error on a Deed

By Jill Roamer, J.D., CIPP/US June 8, 2021

In 2003, Mary attempted to engage in elder law planning and executed a deed reserving a life..

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