Recent Case Analysis of Undue Influence By Jill Roamer, J.D., CIPP/US Elder Law, estate planning, Case Law Undue Influence is when someone pressures another in such a way that the person being influenced is not acting by their own free will; they are being…
Elder Law Versus Estate Planning: Not So Different After All By Jill Roamer, J.D., CIPP/US Elder Law, estate planning How different is elder law from estate planning, really? Estate planning, in part, deals with helping clients plan for disability, minimize taxes at their…
CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs By Jill Roamer, J.D., CIPP/US Special Needs Planning October marks the beginning of National Special Needs Law Month! Let’s start celebrating with some good news about an Oklahoma…
Is a Court-Appointed Conservator Personally Liable for Actions Taken? By Jill Roamer, J.D., CIPP/US Elder Law, Case Law Is a Court-Appointed Conservator Personally Liable for Actions Taken?As a senior ages, they may no longer be able to look after their own affairs. This…
SSDI Waiting Period Eliminated for Individuals with ALS By Jill Roamer, J.D., CIPP/US Special Needs Planning SSDI Waiting Period Eliminated for Individuals with ALS. Social Security Disability Insurance (SSDI) is a program that is overseen by the Social Security Administration (SSA).…
Dealing with IRAs in Crisis Planning By Dale M. Krause, J.D., LL.M. Veterans Benefits, Medicaid Planning Thank you to our guest blogger Dale M. Krause, J.D., LL.M., President and CEO of Krause Financial Services, for leading this conversation on dealing with IRAs in…
Case Law: Grantor-retained Annuity Trust and Estate Taxes By Jill Roamer, J.D., CIPP/US estate planning, Case Law In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a case regarding the legality of including the entire Grantor-retained Annuity…
Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older By Jill Roamer, J.D., CIPP/US Special Needs Planning, Medicaid Planning, Case Law Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain Medicaid eligibility rules…
Larry King and the Holographic Will By Jill Roamer, J.D., CIPP/US estate planning Larry King passed away in January due to complications with COVID-19. At the time, he was in the middle of a divorce from his seventh wife, Shawn. His net…
The Current State of Medicaid Work Requirements By Jill Roamer, J.D., CIPP/US Medicaid Planning Former President Trump made it very clear during his presidency that he supported Medicaid work requirements. Indeed, the former Administrator for Centers for Medicare & Medicaid Services (CMS),…