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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7 Ways To Set Up A Bank Account In Texas - Your Beneficiary May Not Be As You Intended | 3 - 28 - 23
13/04/2023 Duración: 28minThe signature card establishing a bank account will determine how the account is transferred at death. Some may be surprised that joint accounts are not necessarily entitled to an account after the other joint account owner dies.
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Ways To Transfer Real Estate On Death Under Texas Law | 3 - 21 - 23
13/04/2023 Duración: 27minPlanning (or lack thereof) will determine real estate upon a Texas resident's death.
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Bill Passed For ABLE Account Age Adjustment | 2 - 14 - 23
13/03/2023 Duración: 29minThe budget bill that passed at the end of December 2022 gave a benefit for those disabled between ages 26 and 46. This article describes ABLE (Achieving a Better Life Experience) accounts and how such accounts benefit may who are disabled.
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Manson Case | 3 - 14 - 23
13/03/2023 Duración: 28minThe 5 year battle over Manson’s estate continues illustrating the need to have your estate planning documents properly done.
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Elvis and Lisa Marie Presley Estate Planning Mistakes | 2-7-23
13/03/2023 Duración: 28minElvis Presley made some errors in planning for his estate, and his daughter, Lisa Marie, made different mistakes in her planning. This discusses what actually happened and some things that could have been done.
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Success Story Of The Month - Medicaid's Love It Or List It | 2 - 28 - 23
09/03/2023 Duración: 27minSimple solutions on a couple of cases to save assets in connection with long-term care costs.
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Documents Other Than A Will To Consider In Estate Planning | 3 - 7-23
09/03/2023 Duración: 27minThere is more to estate planning than just having a Will. This discusses 9 documents besides a Will that should be considered.
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How Spouses Can Keep More Assets If One Spouse Needs Care At Home Or In Nursing Home | 1 - 31 - 23
01/02/2023 Duración: 28minThis describes how and when the government will help pay for a spouse's care without the couple paying.
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Mental Capacity Differs For Signing Contracts V. Gifts V. Signing Wills | 1 - 24 - 23
01/02/2023 Duración: 28minThe requirements for sufficient mental capacity for a Will, to sign a contract, or to make a gift are different. This podcast describes the requirements for each.
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15 Ways To Avoid Guardianship Of The Estate | 1 - 17 - 23
01/02/2023 Duración: 28minThere are options to avoid the expensive and time consuming court process of getting guardianship of the estate. This podcast describes some of these options.
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Advantages & Disadvantages Of A Will & Revocable Living Trusts | 1 - 10 - 23
01/02/2023 Duración: 28minSometimes it is better to have a Will, and sometimes it is better to have a Trust. This podcast describes some of the advantages and disadvantages of either option.
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Enacted B - Partisan Bill Encourages Retirement Savings - 10 Key Provisions | 1 - 3-23
01/02/2023 Duración: 29minThe government has determined Americans are not saving enough for retirement. As a result, new laws have passed to encourage participation in saving for retirement and to encourage employers to help employees save for retirement.
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Home Sweet Home - Equity Limit Increased For 2023 | 12 - 27 - 22
27/12/2022 Duración: 26minThe equity limit in year 2023 for a homestead to be a non-countable resource for a long-term care Medicaid single applicant has increased. Protection options (i.e. Ladybird Deeds, Transfer on Death Deeds, etc.) from a successful claim by the government for reimbursement after the Medicaid recipient's death are also discussed.
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Veterans Benefits Increase Announced | 12 - 20 - 22
22/12/2022 Duración: 29minCertain wartime veterans (or the surviving spouse of a wartime veteran) are entitled to benefits if they are either homebound or need assistance in 2 activities of daily living. The benefits increase for 2023 is discussed along with some comparisons to Medicaid benefit rules.
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End Of The Year Income & Estate Tax Planning | 12 - 13 - 22
22/12/2022 Duración: 29minVarious end of the year income and estate tax planning strategies are discussed.
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How Much Respect Will Same - Sex Marriages Be Given Under The Respect For Marriage Act? | 12 - 6-22
22/12/2022 Duración: 29minThe Respect for Marriage Act recently signed grants certain rights to same-sex married couples, but it does not disturb a prohibition of certain rights as determined by each state. Freedom of speech and religion will likely be addressed in future U.S Supreme Court decisions.
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9 Things That Should Not Be In Your Will | 11 - 29 - 22
07/12/2022 Duración: 27minFrom funeral arrangements to account information to assets that pass outside of a Will, there are some things that should not be mentioned in a Will.
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2023 Long - Term Care Medicaid Income Cap Increase - When & How To Use A Miller Trust | 11 - 22 - 22
07/12/2022 Duración: 28minWhen an applicant for long-term care Medicaid (i.e. a nursing home) has too much income to get the government to pay for care, a qualified income trust (also known as a Miller Trust) is used. This podcast mentions the new cap and explains how the trust works.
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IRS Announces Increase In Amount That Can Be Given In Life & Death Without Taxation | 11 - 15 - 22
07/12/2022 Duración: 26minThe IRS has announced new limits (1) on how much you give per year, person without reporting to the IRS, and (2) on how much be given at death without federal estate tax per year. Pros and cons of gifting during life and planning to avoid estate taxes after death are discussed.
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Can You Transfer Real Estate After Death W/O Probate? Pros/Cons Of Affidavits Of Heirship|11-8-22
07/12/2022 Duración: 26minAdvantages and disadvantages of the use of Affidavits of Heirship when the deceased owned real estate but often has no Will.