Dallas Elder Law Attorney

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 122:31:34
  • Mais informações

Informações:

Sinopse

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.

Episódios

  • Strategies for Protecting Well Spouse & Miller Trusts | 12 - 05 - 23

    02/01/2024 Duração: 28min

    Long 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.

  • Life Estates In Texas - Until Death Do I Part | 11 - 28 - 23

    05/12/2023 Duração: 28min

    Certain 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.

  • Avoiding Common Mistakes in Medicaid Application and Planning | 11 - 21 - 23

    05/12/2023 Duração: 29min

    The 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.

  • 15 Benefits For Surviving Spouses | 11 - 14 - 23

    05/12/2023 Duração: 28min

    Widows 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.

  • Impact Of Divorce On Estate Planning | 11 - 07 - 23

    05/12/2023 Duração: 28min

    Divorce 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.

  • VA vs. Medicaid Benefits | 10 - 31 - 23

    26/10/2023 Duração: 28min

    Differences between qualification for Veterans benefits and Medicaid benefits for care at home, assisted living, and nursing care are discussed.

  • Medicaid Planning With Reverse Mortgages | 10 - 24 - 23

    26/10/2023 Duração: 29min

    Reverse 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.

  • Reasons Why Out - Of - State Estate Planning Documents Should Be Renewed | 10 - 17 - 23

    26/10/2023 Duração: 28min

    The laws of each state are different. As a result, documents prepared in another state should be renewed.

  • 10 New Laws That Concern Elderly, Estate Planning, & Probate | 10 - 10 - 23

    26/10/2023 Duração: 29min

    Numerous 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.

  • Fiduciary Felon Fine | 10-3-23

    05/10/2023 Duração: 26min

    Texas now permits a convicted felon to act as an executor. The circumstances on how this qualification could occur are discussed.

  • Transfer Of Home Exceptions Without Medicaid Transfer Penalty | 9 - 26 - 23

    05/10/2023 Duração: 27min

    Long-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.

  • How To Settle The Estate Of A Person Who Is Missing | 9 - 19 - 23

    05/10/2023 Duração: 28min

    Texas 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.

  • 8 Exceptions from Govt Being Successful on Claim Against Home After Death for Care & Drug Costs

    05/10/2023 Duração: 28min

    If 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.

  • Blind Trust? Was Michael Oher Or The Touhy's Not Protected From The Blind Side? | 9 - 5-23

    13/09/2023 Duração: 29min

    The 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.

  • Exceptions to Medicaid Transfer Penalty Rules for Homestead Transfers | 8 - 29 - 23

    13/09/2023 Duração: 27min

    Although there is a 5 year look back period when deeding a Medicaid applicant's homestead, there are 5 exceptions to the rule.

  • IRS Revenue Ruling Impacts Some Irrevocable Trusts | 8 - 22 - 23

    13/09/2023 Duração: 28min

    A 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.

  • Where Should You Keep Your Will? | 8 - 15 - 23

    13/09/2023 Duração: 29min

    5 options of where to keep your original will are discussed.

  • Did Aretha Franklin's Last Wishes Get R-E-S-P-E-C-T After Will Fight? | 8-8-23

    13/09/2023 Duração: 29min

    Aretha Franklin left 2 handwritten wills resulting in a legal battle between her children. Proper planning would have reduced risk over her desires (besides planning for less taxes, disability of a child, etc.)

  • Murder She Wrote - Wife Writes Children's Book On Grief After Murdering Her Husband | 8 - 1-23

    02/08/2023 Duração: 28min

    Most states have a slayer statute. An ongoing murder case fit for TV is discussed along with laws that you cannot profit from murder.

  • 5 Ways To Plan Your Estate For A Child With A Drug Or Substance Abuse Issue | 7 - 25 - 23

    02/08/2023 Duração: 29min

    Estate planning options for the beneficiary with an addiction or substance abuse problem are discussed.

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