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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 cent..

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 to..

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 estate..

Florida Cracks Down on Senior Abuse

Florida has taken a major stand against abuse and fraud perpetrated on senior and disabled..

Elder Law is Scary (and Other Common Myths)

By Valerie Peterson, J.D. April 30, 2021

With some 10,000 Americans turning 65 every day, elder law practice represents a huge opportunity..

The Case of an Agent that Acts Under a Springing Power of Attorney Before the Principal is Incapacitated

By Jill Roamer, J.D., CIPP/US April 28, 2021

As a part of many estate and elder law plans, an elder law attorney will draft a Financial Power of..

The Importance of the Language Used in a Legal Document

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

Language can be tricky, imprecise, and confusing. When drafting legal documents, it is important to..

Can a Spouse-Agent Transfer Property to Herself?

By Jill Roamer, J.D., CIPP/US January 5, 2021

As a part of most elder law plans, an attorney will recommend that a client execute powers of..

Utah Becomes First State to Pass Electronic Wills Act

Many Americans don’t have a will. Why not? Well, the reason may be that they don’t want to think..

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