<img height="1" width="1" src="https://www.facebook.com/tr?id=1854651628150624&amp;ev=PageView &amp;noscript=1">
eldercounsel-blog-logo-white.png

 
WHY ELDER LAW?       MEMBERSHIP       RESOURCES      CONTACT
eldercounsel-blog---header4

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..

Child Support Arrears and Estate Recovery

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

In a recent case out of Ohio, a court of appeals analyzed whether the state could recover child..

Larry King and the Holographic Will

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

Larry King passed away in January due to complications with COVID-19. At the time, he was in the..

Proposition 19: New Rules in California

By Jill Roamer, J.D., CIPP/US December 22, 2020

November brought with it changes to California’s real property taxation laws. Proposition 19 passed..

Subscribe to Blog

Share Article

   

Search

Recent Posts