Welcome to the April Issue of the
Texas Elder Law E-Letter

 
 
 

Our office is now open. We are giving options to meet in person or virtually (phone calls, audio/video meetings, etc.) as we continue to follow CDC guidelines. We have our first live “Estate Planning Essentials” workshop in over two years! It will be at our conference center on Saturday, April 30, 2022 at 10:00 a.m. Register by calling (214) 720-0102 or sign up online at www.dallaselderlawyer.com. We will alternate between live and virtual workshops initially. Registration for our next virtual workshop (which will be in May) by calling us or signing up online at www.dallaselderlawyer.com.

 

Attendees often ask questions about estate planning, probate, Medicaid and Veterans benefits. We proceed to answer the questions over the course of the workshop. Our goal is to make it easy for you to attend from the comfort of wherever you reside.

 
 

As a result of COVID, we have added a link to our website www.dallaselderlawyer.com that provides the percentage of residents and staff at nursing facilities that have been vaccinated (besides rating of quality of care, whether they accept Medicare, Medicaid, etc.).

 

We have also added a link to our website www.dallaselderlawyer.com from the Veterans Administration allowing you to ask questions about VA services and benefits.

 

Please note that Michael B. Cohen’s radio show on estate planning and elder law can be heard on KAAM (770 AM) on Mondays and Tuesdays at 1:00 p.m. and Saturday at 10:00 a.m. Prior shows (topics are categorized) can be heard as podcasts on SoundCloud and as indicated on our website www.dallaselderlawyer.com. Our podcasts can also be heard on Spotify and Apple Podcasts. Subscribe to be notified of future releases. 

 
 

 

Michael B Cohen's Latest Blogs

 
 
 

 

 

 

What Do Jerry Jones, Charley Pride And Charles Manson Have In Common?

 

Last month a lawsuit was filed against Jerry Jones to determine if Jones is the father of a child (Alexandra Davis) who was not born of Jones’ marriage to his wife. Last year a will contest was filed against the Estate of Charley Pride by a child born outside of Pride’s marriage. The child (Tyler Pride) was only given $50,000.00 of Pride’s multi-million dollar estate. He is claiming he should be given a share of the estate equal to the children born of Pride’s marriage.

 

 
 
 

Nine Different Types Of Wills

 
There are certain requirements for a last will and testament to be valid in Texas including: (1) being of sound mind; (2) being the age of majority (or married or a member of the armed forces of the U.S.); (3) not being unduly influenced; (4) not signing the will under duress; (5) showing testamentary intent; and (6) signed by the person making the will (the “testator”). However, many do not realize there are different types of wills.
 
 
 

 
 

Avoid “Tales From The Crypt” - Estate Planning With Cryptocurrency

 

Cryptocurrency (digital currency such as Bitcoin) is on the rise in the U.S. which causes a need for additional planning not previously contemplated by estate planners. Records are kept by blockchain (not by the government) and purchased on exchanges such as Coinbase.

 

 
 

 

 

 

Five Significant Provisions Under Secure Act 2.0 That Changes Retirement Planning

 

On March 29, 2022, the House of Representatives passed (with almost unanimous bipartisan support) a bill (commonly referred to as SECURE Act 2.0) that builds on the SECURE Act that was passed a couple of years ago. The bill (which has now been submitted to the Senate for its suggested changes) gives incentives for U.S. citizens to save more for retirement.

 

 
 
 
Michael B Cohen's
Latest Podcasts
 
 
 
 

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