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Changes to Beneficiary Designations During Pendency of Divorce Case

By Jill Roamer, J.D., CIPP/US November 23, 2022

Divorce is usually a lengthy process of reaching agreements pertaining to assets and family time...

Court Clarifies California Probate Code Section 850

By Jill Roamer, J.D., CIPP/US November 18, 2022

California Probate Code 850 is infamously known throughout the state as the basis for a Heggstad..

Separation Agreement Provisions Regarding Beneficiaries Not Enforced

By Jill Roamer, J.D., CIPP/US November 4, 2022

Carol and Richard were married for 14 years but separated in 1989. As part of their separation..

Can a Client Create a Silent Trust?

By Jill Roamer, J.D., CIPP/US April 28, 2022

A silent trust is one where the beneficiaries are not aware of its existence. Why would a Grantor..

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..

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..

Malpractice Insurance Company Must Defend Attorney Despite Exclusion Clause

By Jill Roamer, J.D., CIPP/US January 4, 2022

Malpractice. The single word can send shivers down the spine of every attorney. Most attorneys have..

Does Transfer-on-Death Become Fraudulent Transfer?

By Jill Roamer, J.D., CIPP/US December 9, 2021

A new case out of the Court of Appeals of Ohio analyzes whether the beneficiary of a..

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..

The End of a Step-up in Basis?

By Jill Roamer, J.D., CIPP/US June 2, 2021

A step-up in basis, or more accurately, a basis adjustment, has been a cornerstone of many estate..

A Trust Protector and Undue Influence

By Jill Roamer, J.D., CIPP/US May 25, 2021

Can undue influence lead to a Trust Amendment via a Trust Protector who is an independent party?..

When A Contract and a Will Conflict

By Jill Roamer, J.D., CIPP/US May 19, 2021

A Last Will and Testament devises one’s property after their passing. Great weight is given to this..

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