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).

 


MEDICAID TRANSFER PLANNING OPTION FOR GREAT-GRANDCHILDREN FACES ELIMINATION
As previously reported in the May issue of the Texas Elder Law e-Letter, a new Texas law will permit transfers to any 529 (college education fund) for the benefit of children and grandchildren as an exception to the transfer penalty rules (in addition to
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AFFORDABLE CARE ACT PUTS POTENTIAL LAW CHANGES ON HOLD
Although Texas did not “opt in” to accept federal dollars under the Affordable Care Act (the “Act”) which will provide health insurance even to those with pre-existing conditions, the present priority of the Texas Health and Human Services Commission is t
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The U.S. Supreme Court Rules Gay Spouse Is Entitled to Estate Tax Refund

The U.S. Supreme Court has ruled that a key provision of the Defense of Marriage Act (DOMA) is unconstitutional, clearing the way for the surviving spouse of a lesbian couple to receive a refund of the taxes she was forced to pay because the federal go

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Should You Prepare a Medicaid Application Yourself?

Whether you should prepare and file a Medicaid application by yourself or should hire help depends on answers to the following questions:

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