Dallas Elder Law Attorney
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 114:54:53
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Sinopsis
Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics.
Episodios
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Powers Of Attorney Success Story | 1 - 2 - 24
02/01/2024 Duración: 28minIf you trust your agent on your financial power of attorney, the document can include many extra powers beyond statutory language as illustrated by the following case.
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Don't Knock A Gift Horse In The Mouth | 12 - 26 - 23
02/01/2024 Duración: 28min6 ways to use transfer planning to reduce or eliminate estate tax.
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Differences In Small Estates Affidavits And Affidavits Of Heirship | 12 - 19 - 23
02/01/2024 Duración: 30minDiscussion over when an affidavit of heirship is used verses when a small estates affidavit is more appropriate.
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Options To Reduce Income Taxes | 12 - 12 - 23
02/01/2024 Duración: 28minSeveral options for income tax reduction are discussed.
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Strategies for Protecting Well Spouse & Miller Trusts | 12 - 05 - 23
02/01/2024 Duración: 28minLong term care Medicaid helps pay for nursing home care and medication if there is eligibility within the rules. This podcast discusses the rules and options to achieve eligibility within the rules for the government to help pay for care. This podcast also describes the income cap for long term Medicaid including when and how to use a Miller Trust.
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Life Estates In Texas - Until Death Do I Part | 11 - 28 - 23
05/12/2023 Duración: 28minCertain rights and obligations are retained by the one (the life tenant) who has a life estate interest in real estate and there are certain rights and obligations of the person who is the beneficiary/grantee of the property after the termination of the life estate interest. These duties, rights and obligations are discussed.
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Avoiding Common Mistakes in Medicaid Application and Planning | 11 - 21 - 23
05/12/2023 Duración: 29minThe cost of long-term care is great. Planning for benefits so that the government helps pay for such care can be complex. Common planning and application mistakes are discussed.
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15 Benefits For Surviving Spouses | 11 - 14 - 23
05/12/2023 Duración: 28minWidows and widowers are entitled to certain rights and benefits under state and federal laws. Although not an exclusive list, many of these rights and benefits are discussed.
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Impact Of Divorce On Estate Planning | 11 - 07 - 23
05/12/2023 Duración: 28minDivorce impacts your estate planning documents (wills, power of attorney), life insurance policy, IRA, beneficiary designations, etc. However, even in cases of automatic revocation, changes should be considered even prior to divorce if divorce is inevitable.
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VA vs. Medicaid Benefits | 10 - 31 - 23
26/10/2023 Duración: 28minDifferences between qualification for Veterans benefits and Medicaid benefits for care at home, assisted living, and nursing care are discussed.
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Medicaid Planning With Reverse Mortgages | 10 - 24 - 23
26/10/2023 Duración: 29minReverse mortgages provide a way for a borrower to tap into the equity of his or her homestead. Medicaid for long-term care is means tested - so a reverse mortgage could possibly be counterproductive. Reverse mortgages with potential planning in the event care at home or a nursing home is needed.
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Reasons Why Out - Of - State Estate Planning Documents Should Be Renewed | 10 - 17 - 23
26/10/2023 Duración: 28minThe laws of each state are different. As a result, documents prepared in another state should be renewed.
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10 New Laws That Concern Elderly, Estate Planning, & Probate | 10 - 10 - 23
26/10/2023 Duración: 29minNumerous new laws were passed in the last Texas legislature session. 10 of the new laws that affect the elderly, estate planning, and probate are discussed.
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Fiduciary Felon Fine | 10-3-23
05/10/2023 Duración: 26minTexas now permits a convicted felon to act as an executor. The circumstances on how this qualification could occur are discussed.
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Transfer Of Home Exceptions Without Medicaid Transfer Penalty | 9 - 26 - 23
05/10/2023 Duración: 27minLong-term care Medicaid (which helps for skilled care either at a facility or at home) has a 5-year lookback resulting in a penalty requiring private pay if there are gifts resulting in a penalty requiring private pay - even if the gift is an exempt resource such as your home. This podcast discusses the exceptions to the rule.
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How To Settle The Estate Of A Person Who Is Missing | 9 - 19 - 23
05/10/2023 Duración: 28minTexas law provides how to settle estates of those who are missing. There are many missing in Hawai'i as a result of the recent wildfires which raises the question what Texas would do.
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8 Exceptions from Govt Being Successful on Claim Against Home After Death for Care & Drug Costs
05/10/2023 Duración: 28minIf the government helps pay for care costs and drug costs through Medicaid, then the state often is entitled to reimbursement. However, there are 8 exceptions to recovery against the home as discussed.
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Blind Trust? Was Michael Oher Or The Touhy's Not Protected From The Blind Side? | 9 - 5-23
13/09/2023 Duración: 29minThe unusual decision of a Tennessee judge 19 years ago granting additional powers to Oher's conservators has resulted in a lawsuit leaving a sour taste on the feel-good story portrayed in the movie.
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Exceptions to Medicaid Transfer Penalty Rules for Homestead Transfers | 8 - 29 - 23
13/09/2023 Duración: 27minAlthough there is a 5 year look back period when deeding a Medicaid applicant's homestead, there are 5 exceptions to the rule.
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IRS Revenue Ruling Impacts Some Irrevocable Trusts | 8 - 22 - 23
13/09/2023 Duración: 28minA recent IRS revenue ruling impacts the estate planning of some who have irrevocable trusts. Different types of irrevocable trusts are used to achieve various tax planning and public benefits planning goals are discussed.