Michael Cohen Dallas Elder Lawyer |

26 Nov Richard Simmons’ Trust – Weighty Battle For Control Between His Brother And Housekeeper

Posted at 12:45h in Beneficiary, Estate Planning, Lawsuits, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Probate Administration, Trusts

The late weight savant Richard Simmons once said, “I don’t talk about my personal life, and I don’t talk about death.” However, the recent lawsuit by Richard Simmons' housekeeper/manager, Teresa Reveles, to be reinstated as co-trustee (after she had signed a document to decline such...

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...

12 Nov Bank Not Liable For Payment To Wrong “Heir”

Posted at 11:55h in Estate Planning, Lawsuits, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Notarizations, Probate Administration

A Texas Court of Appeals recently ruled that JP Morgan Chase Bank should not be liable for permitting a withdrawal of funds to one “heir” as determined by an Order Approving a Small Estates Affidavit. Cubie Beatrice Redus died in 2006. One of her daughters, Mable,...

05 Nov 2025 Maximum Resource Limits For Spousal Medicaid (How To Keep More For The Well Spouse If Ill Spouse Needs To Go Into Nursing Home)

Posted at 11:44h in Asset Protection, Disability Benefits, Divorce, Estate Planning, Home Equity, Long Term Care, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Nursing Home, Probate Administration, Public Benefits Protection, Social Security

As we live longer, there is a greater likelihood of disability and the need for long-term care. However, most Americans have inadequate resources or income for such care and also lack long-term care insurance or similar insurance products. As a result, some elderly and disabled...