12201 Merit Drive Suite 230 Dallas, TX 75251 | (214) 720-0102 Fax: (214) 754-0936 | www.dallaselderlawyer.com
Personal Message

Welcome to the January issue of the

Texas Elder Law E-letter


Happy New Year!

Our next free "Estate Planning Essentials" Workshop is scheduled for Tuesday, February 14 from 1:00 p.m. to 3:00 p.m.  To sign up for the February Workshop or any Bonus Workshops (described below), you may call us at (214) 720-0102 or sign up online at www.dallaselderlawyer.com or click here to register online. There has been a waiting list for the last several Workshops. So, if interested (or you know someone interested), it is probably best to sign up sooner rather than later.

We are also having a free Bonus Workshop on Thursday, February 23 from 10:00 a.m. to 11:00 a.m. on “Financial Safety & Security as We Age” that will be presented by Julie M. Krawczyk. Ms. Krawczyk serves as the Director of the Elder Financial Safety Center at The Senior Source. The Senior Source has served Greater Dallas as the go-to nonprofit for aging services since 1961.

Please note the new schedule for Michael B. Cohen’s radio show "Know Your Legal Rights". The program is now on Mondays at 2:00 p.m., Tuesdays at 1:00 p.m. and on Saturdays at 2:30 p.m. on KAAM 770 AM. Podcasts of the shows are available on our website. If you want a question to be addressed on a future show, please mention the same on our website and we'll try to discuss the relevant topics.

Also, please note that Michael B. Cohen was a guest on the “Safe Money Talk Radio Show” hosted by Cathy Dewitt Dunn on Saturday, January 21 and January 28 on 101.1 FM WRR Classical and on 660 AM “The Answer”. He will be a guest again on February 4 on 660 AM “The Answer” from 6:00 a.m. to 7:00 a.m. and on 101.1 FM WRR Classical from 8:00 a.m. to 9:00 a.m.

Michael B. Cohen was also a guest on the “Safe Money Talk Radio Show” on Sunday, January 22 and on January 29 on 820 AM WBAP and on 740 AM KTRH. He will be a guest again on February 5 from 11:00 a.m. to 12:00 noon on 820 AM WBAP and on 740 AM KTRH (Houston) from 2:00 p.m. to 3:00 p.m.

AM I KILLING THE GOOSE THAT LAID THE GOLDEN EGG? HOW TAX-DEFERRED ANNUITIES CAN BE USED IN TEXAS IN RETIREMENT ACCOUNTS SO THAT THE GOVERNMENT PAYS FOR CARE COSTS

Usually the biggest asset that most Americans have is either a home or their retirement accounts or both.

Read More

PLANNING FOR A CHILD WITH SPECIAL NEEDS

If you have a child who has special needs and you want your child to be a beneficiary of your estate, a standard will or trust may be insufficient.

Read More

“CLOSE ANNUITY LOOPHOLES IN MEDICAID ACT”

A House of Representatives bill entitled as the “Close Annuity Loopholes in Medicaid Act” has been proposed earlier this month to reduce the benefits of an asset preservation strategy for a commonly used benefit of the “well” spouse in Medicaid planning w

Read More
Is It Better to Remarry or Just Live Together?

Finding love later in life may be unexpected and exciting, but should it lead to marriage?

More
Repealing Obamacare Will Have Consequences for Medicare

One of President-elect’s Donald Trump's campaign promises was to repeal the Affordable Care Act, aka Obamacare, which would have implications for everyone covered by the insurance, but it could also adversely affect Medicare beneficiaries.

Details
For Better or for Worse, States Are Turning to Managed Care for Medicaid Long-Term Care

More and more states are switching to a managed care model when dealing with Medicaid long-term care patients, a change that has resulted in a loss of services in some cases.

Read On
Make Reviewing Your Estate Plan One of Your New Year's Resolutions

The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. Less than half of people actually have any estate planning documents in place and many of those people may have outdated documents. 

Full Story