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New Voting Laws May Impact Those Who are Disabled

By Jill Roamer, J.D., CIPP/US March 10, 2022

The Americans with Disabilities Act (ADA) is a broad-sweeping federal law meant to eliminate..

BREAKING NEWS: IRS Issues Proposed Secure Act Regulations

By Jill Roamer, J.D., CIPP/US February 24, 2022

On February 24, 2022, the IRS has issued proposed regulations regarding the Secure Act. Public..

Dispelling the Myth that “Long” Documents are a Bad Thing

By Valerie Peterson, J.D. February 15, 2022

ElderCounsel membership includes a document drafting system, ElderDocx®. We do not offer a set of..

California’s New Asset Rules

By Jill Roamer, J.D., CIPP/US February 3, 2022

Last August, we published a blog about California’s new Medicaid eligibility rules. Well, those new..

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 mystery...

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 their..

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 is..

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 law..

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 of..

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..

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