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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..

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..

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..

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..

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