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

Personal Message

Welcome to the March issue of the Texas Elder Law E-letter  

Our free monthly “Estate Planning Essential Workshops” continue to be “sold out”. Our next workshop is scheduled for April 21, 2015 at 2:00 p.m. If interested in this free workshop, call (214) 720-0102 or sign up at our website at www.dallaselderlawyer.com. If you are interested in attending a Workshop for Widows - designed for either widows or financial planners, give us a call at (214) 720-0102. That event is scheduled for April 1, 2015.

 

Also, if you wish to be a part of our walk team (whether you walk or not) for the benefit of the Alzheimer’s Association, you may also sign up for that on our website at www.dallaselderlawyer.com. Also finally, don’t forget Michael B. Cohen can be heard on KAAM 770 every Tuesday at 1:30 p.m. and 2:30 p.m. on Saturday. Podcasts of the shows are also available on our website.


BILL FILED TO IMPLEMENT ABLE ACT IN TEXAS

A bill has been proposed to the Texas legislature to implement the Achieving a Better Life Experience Act (ABLE) which allows adults and children with disabilities whose disability occurred before age 26 to shelter up to the annual exclusion

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COMPANION BILL COULD SALVAGE LADYBIRD DEEDS

Senate Bill 462 has been introduced so that new rights are not granted to the Medicaid Estate Recovery Program that would have occurred if the Transfer on Death Deed Act bill passes.

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SPECIAL NEEDS TRUST FUNDED BY IRAs-TO STRETCH OR NOT

According to a U.S. Census report, around 13 percent of our U.S. population who are not in an institution are disabled.

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TEXAS DUAL (MEDICARE AND MEDICAID) ELIGIBLE INTEGRATED CARE PROJECT IMPLEMENTED IN DALLAS AND TARRANT COUNTIES

Dallas and Tarrant Counties are two of the six counties in Texas that are part of a demonstration project whereby individuals can receive managed care services if they are eligible for both Medicare and Medicaid.

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White House Proposes New Rules to Protect Investors Saving for Retirement

President Obama has proposed new rules to require financial advisers to act in the best interests of their clients. 

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The 6 Biggest Estate Planning Mistakes

If you’re like most people, you have the best of intentions with regard to how you want your estate distributed when you die or your affairs handled should you become incapacitated.

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Some Senior Living Facilities Are Discriminating on the Basis of Disability

While the transition from one level of care to another in a Continuing Care Retirement Community (CCRC) may be advertised as seamless, moving to a higher level of care could mean losing access to privileges and amenities you once enjoyed.

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Retiring Abroad with a Long-Term Care Insurance Policy

As more people consider retiring abroad, questions are arising about how an overseas retirement will affect long-term care insurance benefits.

Full Story