Elder Law Tag

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

Posted at 13:26h in Long Term Care, Medicaid Application, Medicaid Planning, Quality of Life, Success Story of the Month

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...

01 Oct 5 Types Of A Power Of Attorney – How Do I Trust Thee? Let Me Count The Ways

Posted at 12:51h in Elder Justice, Estate Planning, Financial Powers of Attorney, Michael Cohen Dallas Elder Lawyer, Power of Attorney

A common misconception is that there is one type of power that covers everything from financial to medical decisions. Even many who realize there should be different documents for medical and financial decisions, they are unaware of the variety of financial powers of attorney. The...

05 Sep Casey Kasem’s Widow’s Response to His Children – “Over My Dead Body Will You Move Your Father’s Dead Body”

Posted at 16:01h in Elder Justice, End of Life Care Planning, Estate Planning, Lawsuits, Probate Administration

Casey Kasem, known for radio’s “Top 40 Countdown”, died in 2014, but the war over where he should be buried between the children of his first marriage and his widow is ongoing. After years of legal battles over elder abuse, wrongful death, guardianship and end of...

26 Mar He Who Laughs Last, Laughs Best – 20 Of The Funniest (And Strangest) Will Provisions

Posted at 13:21h in Wills

“Life is worth living as long as there’s a laugh in it” was stated in the book “Anne of Green Gables”. There can even be laughter at death as some of the following will provisions illustrate. There are also weird bequests some of which are...

25 Oct 10 New Laws That Concern Elders, Estate Planning And Probate

Posted at 10:18h in Estate Planning

Although there are dozens of new laws in Texas, the following (in no particular order) are just some that affect estate planning, probate, guardianship and the elderly. Homesteads Held in Revocable Trusts Need Specific Language to Have Homestead Property Tax Exemption and Homestead Exemption for Creditor...

24 Oct Reasons Why Out-Of-State Estate Planning Documents Should Be Renewed

Posted at 10:23h in Estate Planning

It is no secret that people are moving to Texas for numerous reasons ranging from less taxes and affordable housing to Texas being more business friendly. As a result, estate planning documents prepared in other states should be reviewed when moving to Texas – even...

01 Aug Success Story Of The Month: It’s More Than Take 2 Aspirins And Call Me In The Morning – Use Of Estate Planning And Elder Law To Solve A Planning Headache

Posted at 13:52h in Success Story of the Month

Is your head ready to explode with the myriad of legal issues that can spring from your estate planning problems? The case below illustrates the problems and solutions to eliminating the pain and meet the goals of a client. FACTS: 54-year-old disabled, divorced man (“Recipient”) needs...

03 Oct 10 Common Questions On When To Make A Distribution From Your IRA

Posted at 10:25h in Estate Planning, Michael Cohen Dallas Elder Lawyer

If you have an IRA, you are required to make a distribution annually once you reach a certain age (if you were 70½ prior to January 1, 2020, then you should already be making required minimum distributions known as “RMDs” – otherwise you could be...

04 Jun TEXAS COURT RULES AGAINST PENALIZING INCAPACITATED MEDICAID APPLICANT IF NO REPRESENTATIVE APPOINTED

Posted at 14:37h in Medicaid Planning

On May 24, 2019, a Texas appeals court ruled that if an incapacitated Medicaid applicant does not have a guardian appointed, then the resources of the applicant should be considered unavailable for Medicaid eligibility purposes. Usually, the cost of long-term care (such as a nursing...

Elder Law Tag

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

01 Oct 5 Types Of A Power Of Attorney – How Do I Trust Thee? Let Me Count The Ways

05 Sep Casey Kasem’s Widow’s Response to His Children – “Over My Dead Body Will You Move Your Father’s Dead Body”

26 Mar He Who Laughs Last, Laughs Best – 20 Of The Funniest (And Strangest) Will Provisions

25 Oct 10 New Laws That Concern Elders, Estate Planning And Probate

24 Oct Reasons Why Out-Of-State Estate Planning Documents Should Be Renewed

01 Aug Success Story Of The Month: It’s More Than Take 2 Aspirins And Call Me In The Morning – Use Of Estate Planning And Elder Law To Solve A Planning Headache

03 Oct 10 Common Questions On When To Make A Distribution From Your IRA

04 Jun TEXAS COURT RULES AGAINST PENALIZING INCAPACITATED MEDICAID APPLICANT IF NO REPRESENTATIVE APPOINTED

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Elder Law Tag

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

01 Oct 5 Types Of A Power Of Attorney – How Do I Trust Thee? Let Me Count The Ways

05 Sep Casey Kasem’s Widow’s Response to His Children – “Over My Dead Body Will You Move Your Father’s Dead Body”

26 Mar He Who Laughs Last, Laughs Best – 20 Of The Funniest (And Strangest) Will Provisions

25 Oct 10 New Laws That Concern Elders, Estate Planning And Probate

24 Oct Reasons Why Out-Of-State Estate Planning Documents Should Be Renewed

01 Aug Success Story Of The Month: It’s More Than Take 2 Aspirins And Call Me In The Morning – Use Of Estate Planning And Elder Law To Solve A Planning Headache

03 Oct 10 Common Questions On When To Make A Distribution From Your IRA

09 Jun Call Me Irresponsible – Should A Child Be Required To Pay For Parent’s Care?

04 Jun TEXAS COURT RULES AGAINST PENALIZING INCAPACITATED MEDICAID APPLICANT IF NO REPRESENTATIVE APPOINTED