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

Welcome to the January issue of the

Texas Elder Law E-letter


Although our free “Estate Planning Essentials” workshop on February 1, 2018 is “sold out”, there is space available for our February 24, 2018 (Saturday at 10 AM) workshop.  If interested in attending call 214-720-0102 or sign up online at dallaselderlawyer.com.  Since we routinely “sell out”, it is recommended you contact us or sign up as soon as possible if you desire to attend.

Michael B. Cohen will also be a part of a panel discussion on charitable giving (a case study on philanthropy) sponsored by the Society of Financial Service Professionals (FSP) on February 7, 2018.

Also, Michael B. Cohen can be heard on his KAAM (770 AM) radio shows every Monday at 2 PM, Tuesday at 1 PM and Saturday at 2:30 PM.  Similar to newsletters being archived on our website, dallaselderlawyer.com, podcasts of the previous shows are also on our website.

 
6 WAYS THAT THE “TAX CUTS AND JOBS ACT” AFFECT SENIORS AND DISABLED

As most know, President Trump signed the

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TAX PLANNING FOR NON-TAXABLE ESTATE AFTER THE NEW TAX LAW

Client, whose husband died relatively recently, is concerned about the potential negative tax impact of the recently passed

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SUCCESS STORY OF THE MONTH - “IF I DON’T GET A DEATH CERTIFICATE, IT MAY KILL ME!”

Client’s late husband (he died last month) has an estate that predominately consists of

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3 POTENTIAL TARGETS FOR LONG-TERM MEDICAID REFORM

Now that the new law (the Tax and Jobs Act) has been passed resulting in less tax revenue for the federal government, it is anticipated that there will be changes to Social Security, Medicare and Medicaid so that

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Two Popular Medigap Plans Are Ending. Should You Enroll While You Can?

If you will soon turn 65 and be applying for Medicare, you should carefully consider which Medigap policy to enroll in because two of the most popular plans will be ending soon. 

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Spending Down Assets to Qualify for Medicaid

Medicaid has strict asset rules that compel many applicants to "spend down" their assets before they can qualify for coverage. It is important to know what you can spend your money on without endangering Medicaid eligibility.

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AARP Sues California Nursing Home Over Resident Dumping

The legal wing of the AARP is suing a California nursing home that refused to readmit a resident whom the nursing home had sent to the hospital. The nursing home's actions are part of growing trend of resident dumping, according to the AARP.

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