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
-
Strategies In Estate Planning For An Estranged Child | 8 - 2-22
28/07/2022 Duración: 28min4 ways to handle estate planning by a parent for an estranged child.
-
Types Of Real Estate Deeds In Texas | 7 - 26 - 22
28/07/2022 Duración: 28minThere are many types of ways real estate can be conveyed in Texas. This podcast discusses 11 options.
-
Myths About Wills After The Testator Dies | 7 - 19 - 22
28/07/2022 Duración: 28minMany are confused as to the transfer of assets, payment of debts, and the probate process in Texas after the person who makes a Will dies. This podcast clarifies many of the misconceptions.
-
Potential Loss Of Same Sex Marital Rights After SCOTUS Roe Vs. Wade Ruling | 7 - 12 - 22
28/07/2022 Duración: 28minThere are numerous rights that married couples have that are not given to those who are single. This podcast describes 10 of the potential benefits that can be lost if same sex couples cannot be married as suggested by Supreme Court Justice Clarence Thomas as mentioned his decision in Roe v. Wade.
-
Per Stirpes & Per Capita - What's the Difference? | 7 - 5-22
12/07/2022 Duración: 27minIf the beneficiary of a will or trust predeceases, wrong usage could lead to consequences.
-
Problems With Transfer On Death Deeds | 6 - 28 - 22
12/07/2022 Duración: 28minAlthough sometimes Transfer on Death Deeds are desirable, there are 12 problems discussed.
-
Should A Trust Be A Beneficiary Of A Retirement Account? | 6 - 21 - 22
12/07/2022 Duración: 28minOptions of when a trust should or should not be the beneficiary of a retirement account.
-
Planning Issues With Ladybird Deeds | 6 - 14 - 22
12/07/2022 Duración: 28min2 difference case studies on estate planning issues and problems in connection to Ladybird (Enhanced Life Estate) Deeds.
-
Common Long - Term Medicaid Myths | 6 - 07 - 22
09/06/2022 Duración: 28minIt is often misunderstood of what is required for the government to pay for nursing home costs or to protect your assets. The truth on common Medicaid myths are discussed.
-
Gift Giving Ramification | 5 - 31 - 22
09/06/2022 Duración: 26minTax and public benefit and other planning should be considered before making a gift.
-
Community Property & Separate Property In Estate Planning | 5 - 24 - 22
09/06/2022 Duración: 27minPros and cons of community and separate property are considered in estate planning ranging from tax planning to control issues.
-
NFT's & What You Need To Know In Connection With Estate Planning | 5 - 17 - 22
09/06/2022 Duración: 28minAs planning with Cryptocurrency continues to grow, NFT (non-fungible tokens) will follow. A description of the use of NFT and the unique issues in estate planning that it brings are discussed.
-
Filial Responsibility & How It May Apply To You | 5 - 14 - 22
09/06/2022 Duración: 27minChildren are sometimes responsible for the bills (such as care costs) of their parent depending on state law. The origins of filial responsibility and its erosion are discussed.
-
Court Rules Prior Occupancy Of Home Is Not Required For Medicaid | 5-7-22
09/06/2022 Duración: 26minThe Court explains why the Texas Medicaid agency (which governs for determination if an applicant is eligible for governmental assistance to pay for nursing home costs) wrongfully required prior occupancy as a condition for eligibility. The ruling potentially gives an easier way to have the government help pay for nursing home care.
-
Estate Planning Lessons Learned From 3 Recent Texas Court Decisions | 4 - 30 - 22
03/05/2022 Duración: 28min3 Cases - (1) You generally can't accept benefits under a will and then attempt to nullify it. (2) Your will should not use language that lacks clarity (don't use words like "desire, hope, or may") and (3) There is no statute of limitations to determine your heirs.
-
An Estate And Medicaid Planning Success Story | 4 - 23 - 22
03/05/2022 Duración: 25minAn actual case where the client achieved shifting the cost of care to the government for 9 years, guardianship issues, tax issues, estate planning and asset preservation for the client and client's family.
-
Exceptions To Getting Lender's Approval To Transfer Of Your Home | 4 - 16 - 22
03/05/2022 Duración: 29minAlthough you typically have to get the consent of your lender in making a transfer of your home, there are exceptions pursuant to federal law.
-
'Til Death Do Us Part, Then My Marriage Can Be Voided | 4 - 9-22
18/04/2022 Duración: 27minUnder Texas law, there are rules when a marriage can be voided after one spouse dies. This podcast describes a Texas case where a marriage was voided after the husband died to cut off all spousal rights the wife would have otherwise been entitled.
-
Secure Act 2.0 - Proposed New Rules In Retirement Account Planning | 4 - 2-22
18/04/2022 Duración: 29minDiscussion of the proposed new laws regarding retirement accounts that will likely change this year.
-
Governmental Assistance In Paying For Long - Term Care & Estate Planning W/ Crypto | 3 - 26 - 22
18/04/2022 Duración: 29minThe first half of the podcast explains the rules for the government to help pay for long term care (either at a nursing home or at home) and planning options. The second half of the podcast concerns estate planning with cryptocurrency.