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

Welcome to the May issue of the

Texas Elder Law E-letter


Our next free “Estate Planning Essentials” workshop will be held on Thursday, May 31, 2018 from 1:00 p.m. to 3:00 p.m. 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 Saturday, June 16, 2018 from 10:00 a.m.to noon.

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

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.

Also, we are now starting our walk team, Michael’s Marchers, for the Walk to End Alzheimer’s to be held on October 13, 2018 in Dallas. If interested in joining us for this fun-filled event for a good cause, click here.

 
GUIDELINES ON WHEN AND HOW TO USE ANNUITIES IN PUBLIC BENEFITS PLANNING

Many financial planners use annuities in developing a plan for the financial goals of their clients. However, few realize

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SUCCESS STORY OF THE MONTH – WHERE THERE IS NO WILL THERE IS A WAY

Married couple has no estate planning documents (no Will, no power of attorney, etc.) and the husband has lost mental capacity

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CAN I PROBATE A WILL AFTER FOUR (4) YEARS?

Texas law requires filing for probate (the process whereby the court determines if the Will is good) within four (4) years – but not always.

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SURVIVORSHIP ACCOUNTS DON’T ALWAYS GO TO SURVIVOR

Although most would assume that by placing your initials by an “x” in a signature box titled “multiple-party with right of survivorship on a signature card at a financial institution,” a Tyler court has ruled

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COURT RULES GRANTEE OF LADYBIRD DEED NOT ENTITLED TO PROPERTY

Many may be surprised that just because you are named as the grantee (the one generally entitled to the property at death) of a Ladybird Deed (an enhanced life estate deed), it doesn’t mean you would always be

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Tailoring a Will and Power of Attorney for Multiple States

If you own property in more than one state, you need to do some planning if you want to keep your heirs from having to go through probate in each of the states.

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Long-Term Care Insurance Policyholder Wins Suit Against Company for Hiking Premiums

A long-term care policyholder has successfully sued her insurance company for breach of contract after the company raised her premiums.

Details
Are Medicare Advantage Plans Steering Enrollees to Lower-Quality Nursing Homes?

A new study has found that people enrolled in a Medicare Advantage plan were more likely to enter a lower-quality nursing home than were people in traditional Medicare.

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How to Appeal a Medicare Prescription Drug Denial

If your Medicare drug plan denies coverage for a drug you need, you don't have to simply accept it. There are several steps you can take to fight the decision.

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