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).

 


MEDICARE “PROGRESS” STANDARD ELIMINATED
Although the government agreed to settle a lawsuit (Jimnov v. Sebelius) in early 2013 whereby the government agreed that Medicare has been incorrect in requiring a patient to progress or improve to get skilled nursing services, home health and out-patient
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SOCIAL SECURITY ADMINISTRATION ISSUES NEW POLICY INTERPRETATION CONCERNING SPECIAL NEEDS TRUSTS
The Social Security Administration (SSA) has issued new policy interpretations in 2014 that affect Special Needs Trusts (trusts created for a disabled person in which the assets held in the trusts are not counted as a resource which would have otherwise r
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IMPORTANT CHANGES IN 2014 RESULTING FROM OBAMACARE (AFFORDABLE CARE ACT)
As of January 1, 2014 here are a few of the important changes resulting from the implementation of the Affordable Care Act (“ACA”).
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Probate v. Non-Probate: What Is the Difference?
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