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).

 


GAO STUDY ON MEDICAID ELIGIBILITY DUE TO CONGRESS SOON
The Government Accountability Office (GAO) is in the final stages of researching and writing a report on financial eligibility for long-term care Medicaid.
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SENATE BILL TO CREATE “LOOK-BACK” PERIOD FOR VETERANS BENEFITS FAILS TO PASS
Due to partisan politics in an election year, Senate Bill 1982 has failed.
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TAX COURT RULING LIMITS IRA ROLLOVERS TO ONE PER YEAR
The U.S. Tax Court recently ruled that a taxpayer can only rollover (within 60 days) one IRA per year, per taxpayer – contrary to IRS publication 590 which allowed one 60 day rollover per year; per IRA – so, prior to the ruling if a taxpayer had multiple
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How to Make Changes to Your Will

As life circumstances change (births, marriages, divorces, and deaths), it may become necessary to make changes to your will. 

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