Dallas Elder Law Attorney
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 122:31:34
- Mas informaciones
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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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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.
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Extra Options To Include In Financial Powers Of Attorney | 11-1-22
07/11/2022 Duración: 28minStatutory form financial durable powers of attorney do not include all powers of the agent. Numerous additional provisions are discussed to give extra authority to the agent to meet the goals of the principal.
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Ladybird Deeds Vs. Transfer On Death Deeds | 10-25-22
07/11/2022 Duración: 28minAdvantages and disadvantages of Ladybird (enhanced life estate) deeds in comparison to transfer on death deeds are discussed.
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Common Mistakes Of Executors | 10-18-22
07/11/2022 Duración: 27minMistakes commonly made by Executors (the person who is to handle collecting the assets of the deceased, paying all debts, expenses, and taxes of the deceased or the estate of the deceased), and distributing the assets (pursuant of the Will) can be avoided by knowing these errors.
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Exceptions To Long Term Care Medicaid's Transfer Penalty Rules | 10-11-22
07/11/2022 Duración: 28minLong-term Care Medicaid (which helps pay for nursing home or at home care and drug costs) has a 5 year look back period to determine if an applicant made an uncompensated transfer to be eligible for governmental benefits. If such a transfer was made, the applicant could penalized resulting in a private pay requirement. This podcast discusses some of the exceptions to the rule.