Michael Cohen Dallas Elder Lawyer |

23 Dec 10 Ways to Make Things Easier for Others In the Event of Your Death or Disability

Posted at 08:40h in Beneficiary, Disability Benefits, End of Life Care Planning, Estate Planning, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Power of Attorney, Probate Administration, Quality of Life, Retirement, Trusts, Wills

No one likes to think about death or disability, but here are a few tips to make things easier for your heirs, beneficiaries, or those you trust. 1. Keep your estate planning documents in a safe place It is generally more difficult to probate a copy of...

19 Nov Special Needs Trust Trustee Roles

Posted at 12:10h in Beneficiary, End of Life Care Planning, Estate Planning, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Probate Administration, Public Benefits Protection, Quality of Life, Special Needs, Special Needs Trust, Trusts

Special needs trusts are often established for the benefit of individuals who are disabled since the assets held in the trust are not countable (if properly drafted) for means-tested Medicaid and Supplemental Security Income programs (which often include drugs and care costs). The goal is...

14 Oct Success Story Of The Month – Spotting The Issues In A Medicaid Planning Case

Posted at 13:26h in 401(k), Business, Dementia, Disability Benefits, End of Life Care Planning, Estate Planning, Home Equity, Lady Bird Deed, Long Term Care, Medicaid Application, Medicaid Planning, Medicare, Michael Cohen Dallas Elder Lawyer, Probate Administration, Quality of Life, Retirement, Social Security, Success Story of the Month, Taxes, Transfer of Death

Similar to tax planning, where the client often wants to pay as little taxes as possible and plan accordingly, many want to preserve as many resources as possible while obtaining Medicaid assistance so that the government will help pay for the cost of care in...

29 Sep Donanemab – The Next New Drug Likely To Be Approved In Slowing Memory Decline

Posted at 11:17h in Alzheimer’s, Estate Planning, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Probate Administration, Quality of Life

Earlier this year, leqembi (a drug that slows memory decline for those in the early stages of Alzheimer’s Disease by targeting the amyloid protein, usually common with those inflicted with Alzheimer’s as it begins to form) was approved by both FDA and CMS (governmental assistance...

04 Jul Success Story Of The Month: 96-year-old Gambles $ On Medicaid Planning And Wins

Posted at 09:54h in Beneficiary, End of Life Care Planning, Estate Planning, Long Term Care, Medicaid Application, Medicaid Planning, Medicare, Michael Cohen Dallas Elder Lawyer, Nursing Home, Probate Administration, Quality of Life, Social Security, Special Needs, Special Needs Trust, Success Story of the Month

Although it is normally not recommended that a 96-year-old buy any type of annuity, the facts below illustrate how a 96-year-old was willing to bet his money on a plan that included the purchase of a Medicaid-compliant annuity that saved him $6000 a month for...

30 May Will Assisted Suicide Tourism Hub Be Vermont Or Oregon?

Posted at 11:09h in Beneficiary, End of Life Care Planning, Estate Planning, Lawsuits, Long Term Care, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Probate Administration, Quality of Life, Success Story of the Month

Oregon was the first state to permit physician-assisted suicide in 1997, but this past month Vermont became the first state to have a law that does not require residency in the state to participate. Vermont previously permitted physician-assisted suicide, but it changed its law to...

29 May Palliative Care VS Hospice Care – 7 Documents to Prepare for End-Of-Life Planning

Posted at 11:15h in Dementia, End of Life Care Planning, Estate Planning, Financial Powers of Attorney, Guardianship, Long Term Care, Medicaid Application, Medicaid Planning, Medicare, Michael Cohen Dallas Elder Lawyer, Nursing Home, Power of Attorney, Probate Administration, Quality of Life, Wills

If you have an illness that is likely to limit your life due to the illness being serious and chronic (such as heart failure, Chronic Obstructive Pulmonary Disease, cancer, dementia and Parkinson’s Disease), would you like to improve your quality of life by having: (1)...

04 May Ethical Wills: Passing Your History, Experiences And Hopes From Generation To Generation – 30 Questions To Tell Your Story

Posted at 13:17h in End of Life Care Planning, Estate Planning, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Probate Administration, Quality of Life, Wills

Perhaps the most important will to be written is neither a last will and testament (which determines who is to receive your assets, when it is received and how it is received) nor a living will (an end-of-life directive describing whether you are to be...

06 May ‘TIL DEATH DO US PART – MARRIAGE CAN BE VOIDED AFTER DEATH

Posted at 16:13h in Beneficiary, Divorce, End of Life Care Planning, Estate Planning, Quality of Life, Wills

Under Texas law, a surviving spouse has a life estate in the homestead of their deceased souse (see our article entitled “Surviving Spouse Homestead Rights – I Never Want to Fall in Love Again” by clicking here). A life estate gives the surviving spouse the right...

14 Apr PANDEMIC PLANNING IN PERIL: WHERE THERE IS A “WILL”, IS THERE STILL A WAY?

Posted at 15:49h in Beneficiary, Business, End of Life Care Planning, Estate Planning, Financial Powers of Attorney, Guardianship, Michael Cohen Dallas Elder Lawyer, Notarizations, Power of Attorney, Probate Administration, Quality of Life, Retirement, Transfer of Death, Trusts, Wills

Coronavirus concerns have resulted in an unprecedented demand for Will planning in America. Even younger Americans are realizing that they are not invincible. Most Americans fail to have even a simple Will leaving the risk of their assets being distributed in accordance with the laws...

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