Michael Cohen Dallas Elder Lawyer |

26 Jul Should You Name A Trust As A Beneficiary Of Your IRA?

Posted at 09:30h in Asset Protection, Beneficiary, Estate Planning, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Probate Administration, Public Benefits Protection, Retirement, Special Needs, Special Needs Trust, Trusts

After the passage of the Secure Act a few years ago, planning by naming a trust as a beneficiary of a retirement account (that is not a ROTH IRA) had to be reconsidered. Previously a designated beneficiary (even if the trust is named as the...

23 Jan Are Pet Trusts The “Cat’s Meow”???

Posted at 12:48h in Disability Benefits, End of Life Care Planning, Estate Planning, Financial Powers of Attorney, Long Term Care, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Power of Attorney, Probate Administration, Trusts

Do you desire to take care of “Kitty or Fido” in the event of your death or disability? For some, the answer is a pet trust so that there is proper care pursuant to the directions to a caregiver as in the trust. If a...

22 Jan A Will Contest That Would Make Jerry Springer Smile

Posted at 12:44h in Beneficiary, Divorce, Estate Planning, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Probate Administration, Wills

Anna, the niece and the surviving “spouse” of her uncle, attempted to probate his will in which she was the primary beneficiary. Julie, one of the 3 children of the deceased, contests the will since Texas law prohibits marriage to a niece (or to a...

08 May Additional Steps For Probating A Copy Of A Lost Will In Texas

Posted at 13:26h in Beneficiary, Dementia, Estate Planning, Guardianship, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Probate Administration, Wills

The process for court approval (probate) of an original will is generally not difficult in Texas presuming the will was properly drafted and that there was no contest to its validity. However, if the original of the signed will cannot be located, it is more problematic...