Personal Message


Welcome to the September issue of

the Texas Elder Law E-letter  

We hope many of you will join the “Walk to End Alzheimer’s” organized by Greater Dallas Chapter of Alzheimer’s Association that is being held on October 4. For more information on either walking, joining a team or simply making contribution, click on the following act.alz.org/dallaswalk to help in research efforts to find a cure and helping those afflicted and their care giving families. We will be devoting one of our upcoming radio shows heard on KAAM 770 at 1:30 p.m. every Tuesday or Saturday to the topic of Alzheimer’s disease.

Also, our monthly free estate planning workshop was again “sold out”. If interested in attending our next workshop on October 14, it is suggested that you register at your earliest convenience by calling (214) 720-0102 or registering online at www.dallaselderlawyer.com. We have had waiting lists for the last couple of workshops, so early registration is suggested as there are space limitations.

Upcoming speaking engagements include: Lee Financial on September 15 (on Special Needs Trusts), East Texas Estate Planning Council in Tyler on October 1 (Payment Options when Long-Term Care Insurance isn’t Adequate), Tarrant County Bar Association in Ft. Worth on October 16 (What to Do When You Turn 65) and the Community Foundation on October 27 (What Everyone Should Know About Estate Planning).

 


2013 PROTECTED RESOURCE AMOUNT INCREASE HELPS SENIORS WITH SPOUSES PAY NURSING HOME COSTS
The 2013 Protected Resource Amount dollar figures have recently been published. This is used to determine how much can be protected when one spouse is in a nursing home and applies for Medicaid and the other spouse lives in the community.
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INDEPENDENT LIVING APPLICANTS FOR VA BENEFITS IN JEOPARDY AFTER RECENT VA CLARIFICATION LETTER
The Department of Veterans Affairs (VA) recently issued a letter of clarification indicating that room and board paid to an independent living facility should not be considered as a deductible unreimbursed medical expense in most cases.
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PROPOSED TEXAS RULE EXCLUDES TUITION SAVINGS PROGRAMS FROM BEING A COUNTABLE RESOURCE FOR MEDICAID ELIGIBILITY
Although irrevocable 529s (for college education) and UTMAs (accounts for minors) are not considered a resource for certain Texas Medicaid programs, the Texas Health and Human Services Commission (which governs Medicaid eligibility in Texas) currently cou
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Social Security Benefits to Edge Up 1.7 Percent in 2013
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