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

Welcome to the November issue of the

Texas Elder Law E-letter


Happy Thanksgiving!


Thanks again to those who participated (whether as a donor or if you actually walked as part of our walk team, Michael’s Marchers) in the Walk to End Alzheimer’s last month. We are pleased to announce that Michael’s Marchers was awarded on November 17 for being one of the top ten fundraising teams for the Greater Dallas Alzheimer’s Association.

If interested in attending our free “Estate Planning Essentials” workshop on December 7 at 1:00 p.m., you should call (214) 720-0102 or sign up on online at www.dallaselderlawyer.com as soon as possible as generally such free workshops are “sold out”.

We would like to also thank the Senior Source for its Medicare workshop for the benefit of our clients on November 16. Also, Michael B. Cohen spoke on estate planning and public benefits earlier this month at Texas Health Arlington Memorial Hospital.

Also, don’t forget to listen to Michael B. Cohen’s radio show on KAAM 770 AM every Monday at 2:00 p.m., Tuesday at 1:00 p.m. and Saturday at 2:30 p.m. (some exceptions for SMU basketball).


 
UNSENT TEXT MESSAGE RULED TO BE WILL

An Australian court has ruled that an unsent text message on the mobile phone of Mark Nichol was sufficient to be a valid will

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SUCCESS STORY OF THE MONTH

Last Monday we were requested to do a Will for an 89 year old married woman who was just put on hospice.

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FIVE WAYS TO TRANSFER A HOME WITHOUT JEOPARDIZING MEDICAID ELIGIBILITY

Under the long-term care Medicaid Rules (which helps pay for long-term care costs), there is normally a five year “look back” period whereby the state can

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2018 ESTATE TAX EXEMPTION TO BE $5.6 MILLION PER PERSON EVEN WITHOUT TAX REFORM

Although some states have state estate, inheritance or death taxes at a lower threshold, Texas

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Social Security Beneficiaries Will Receive a 2 Percent Increase in 2018

In 2018, Social Security recipients will get their largest cost of living increase in benefits since 2012, but the additional income will likely be largely eaten up by higher Medicare Part B premiums.

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Use Your Will to Dictate How to Pay Your Debts

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay money that you owe.

Details
New Yorker Article Highlights Abuses in the Guardianship System

Serious problems with the public guardianship system in the United States can lead to elder abuse, according to an in-depth article in The New Yorker. 

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What To Do When a Loved One Passes Away

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding attention.

Full Story