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

Welcome to the April issue of the

Texas Elder Law E-letter


Our next free “Estate Planning Essentials” workshop will be held on Saturday, May 12, 2018 from 10:00 a.m. to noon at 12201 Merit Drive, Suite 205, Dallas, Texas 75251.  Most of our free ($1,000 value since free vision meeting is included) workshops have waiting lists. So, if you are interested in attending, please call (214) 720-0102 or sign up online at www.dallaselderlawyer.com. There will also be a workshop on Thursday, May 31, 2018 from 1:00 p.m. to 3:00 p.m.

We are pleased to report that the State Bar of Texas has again (6th time) recognized one of our articles as one of the Top Ten Blogs in the state. If interested in seeing the article that won last month entitled “Success Story of the Month – Tales from the Crypt – How to Provide for Children and Protect Assets from Greedy Ex-Spouse”, click here. To see Michael B. Cohen’s other Top Ten Blogs you can visit our website at www.dallaselderlawyer.com.

Michael B. Cohen will be speaking on May 9, 2018 to the Society of Financial Service Professionals study group regarding wills, trusts and other estate planning issues.

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. If you would like to hear a podcast from a radio show this week on the article entitled “Ladybird Deed vs. Asset Protection Trust for Protection of Homestead”, click here.

 

BARBARA BUSH - DEATH WITH DIGNITY: END-OF-LIFE CARE PLANNING

Prior to her death last week, Barbara Bush, wife of former President George H.W. Bush, decided she wanted comfort care at home during her final days as opposed to being connected with machines to keep her alive. She knew she was going to die – but she cho

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LADYBIRD DEED VS. ASSET PROTECTION TRUST FOR PROTECTION OF HOMESTEAD

Although there are numerous ways to protect your home from the claim of the state Medicaid agency (Health and Human Services Commission) if you receive

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DMV FAILS DRIVER’S TEST

On June 9, 2017, Governor Abbott signed a new law to be effective as of September 1, 2017 whereby

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SUCCESS STORY OF THE MONTH - REVOKING AN IRREVOCABLE TRUST

Husband and wife created a revocable living trust many years ago and deeded their homestead

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Be on the Lookout for New Medicare Cards (and New Card-Related Scams)

The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have Social Security numbers on them.

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Proving That a Transfer Was Not Made in Order to Qualify for Medicaid

Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to do with Medicaid? How do you prove you made the transfers for a purpose other than to qualify for Medicaid?

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Choosing Retirement Account Beneficiaries Requires Some Thought

The choice of beneficiary for IRA, SEP, 401(k) or other retirement plans can have significant tax implications.  Here are some of the rules and concerns when designating beneficiaries.

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New Federal Law Puts Focus on Preventing Elder Abuse

A new federal law is designed to address the growing problem of elder abuse. The law supports efforts to better understand, prevent, and combat both financial and physical elder abuse.

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