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

HAPPY NEW YEAR! The next Estate Planning Essentials Workshop will be Saturday, January 11, 2025 at 10:00 a.m. until noon. Registration can be made by calling us at (214) 720-0102 or signing up online.
 
 

Attendees often ask questions about estate planning, probate, Medicaid and Veterans benefits. We proceed to answer the questions over the course of the workshop (although there will be a presentation also).
 
 

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
 

Tax Planning as a Result of Trump’s Election
 

The election of Donald Trump and the control of both the House and Senate by the Republican Party is likely to have a great impact on tax planning. As a result, planning strategies could change.

 
 
 

Decision Tree Chart on Ladybird Deeds vs. Transfer on Death Deeds
 

Many ask the question on the differences between an Enhanced Life Estate (Ladybird) Deed and a Transfer on Death Deed since both avoid probate. In other words, the grantee/beneficiary of the deed would simply either show a death certificate or file an affidavit of death in the county where the property is located to change the owner to the grantee(s)/beneficiary or beneficiaries named in the deed.

 
 
 

Injunction on Corporate Transparency Act Leaves BOI Reporting Clear to Partly Cloudy
 

On December 3, 2024, a federal judge from the U.S. District Court in the Eastern District of Texas issued a nationwide injunction which temporarily delays the enforcement of the Corporate Transparency Act (“CTA”) and its reporting requirements on Beneficial Owner Information (“BOI”).

 
 
 

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

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.

 
 
 
 
Michael B Cohen's
Latest Podcasts
 
 
 
 
 
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