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).

 


VETERANS AFFAIRS RULES AGAINST TRANSFERS TO GET BENEFITS EVEN THOUGH LAW HAS NOT YET CHANGED
In a somewhat stunning development, many veteran benefits planners are reporting that the Department of Veterans Affairs (VA) has started denying some applications for benefits in cases where the veteran has made a recent transfer to reduce net worth to o
Read More
SUPREME COURT DECISION RESULTS IN 3.8% MEDICARE SURTAX FOR SOME TAXPAYERS
The recent Supreme Court decision permitting passage of the Affordable Care Act will result in 3.8% Medicare surtax beginning in January 2013 and will apply to all taxpayers whose income exceeds a threshold amount which effectively raises the marginal tax
Read More
SENATE BILL PROPOSES PENALTY FOR VA BENEFITS APPLICANTS THAT MAKE TRANSFERS WITHIN 3 YEARS BEFORE APPLICATION
Senate Bill 3270 has been introduced to require the Secretary of Veterans Affairs (VA) to consider the resources of individuals applying for non-service disability pension that were recently disposed of by the individuals for less than fair market value w
Read More
Medicaid Expansion: What If a State Opts Out?
Read More
0Linkedin 0Linkedin 0Linkedin 0Facebook


Forward Newsletter

Subscribe to Newsletter

Visit Our Website

Contact Us