Welcome to the May Issue of the

Texas Elder Law E-Letter

 
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Our office is now open (although some are working remotely). We are giving options to meet in person or virtually (phone calls, audio/video meetings, etc.) as we continue to follow CDC guidelines. Our next free virtual “Estate Planning Essentials” workshops will be on Thursday, May 27, 2021 from 1:00 p.m. to 3:00 p.m. and on Saturday, June 12, 2021 from 10:00 a.m. to noon. Call (214) 720-0102 to register or sign up online at www.dallaselderlawyer.com. We begin each workshop by asking “What questions do you have about estate planning or elder law?” Then we proceed to answer your questions over the course of the workshop. Our goal is to make it easy for you to attend from the comfort of wherever you reside. 

We are pleased to report that we have again been awarded Top Ten Blog by the State Bar of Texas for Michael B. Cohen’s April E-Letter article entitled “Are Payable on Death Accounts a Substitute for a Will or Trust?

 

The Alzheimer’s Association is having a special event, “Ignite: An Event to Remember.” It is a virtual gala benefitting the Alzheimer’s Association which will take place on Thursday, May 20, 2021 at 6:00 p.m. Registration is required at ignite2021.givesmart.com. Please click here if you wish to register for this event. The event will be emceed by KDFW FOX4 Good Day weekend anchor and reporter, Terrance Friday. There will be stories of families directly impacted by Alzheimer’s disease, the good works of the Alzheimer’s Association and you will have the opportunity to bid on auction items, including private outings.

 

Due to so many requests for our article about what to do when a loved one dies, we have now attached a list of 47 things to do consider at that time on the home page of our website – www.dallaselderlawyer.com.    

 

Please note that Michael B. Cohen’s radio show on estate planning and elder law can be heard on KAAM (770 AM) on Mondays and Tuesdays at 1:00 p.m. and Saturday at 10:00 a.m. Prior shows (topics are categorized) can be heard as podcasts on SoundCloud and as indicated on our website www.dallaselderlawyer.com. Our podcasts can also be heard on Spotify and Apple Podcasts. Subscribe to be notified of future releases. 

 

 
 

 

Michael B Cohen's Latest Blogs

 
 
 
 

MARILYN MONROE’S ESTATE PLANNING MISTAKE – MOST GOES TO ACTRESS SHE MAY HAVE NEVER MET

 
Monroe, who died in 1962, left her personal effects plus 75% of her residuary estate (the balance after bequests to various individuals including $100,000 in trust for her mother) outright to her acting coach, Lee Strasberg, in her Last Will and Testament.
 
 
 

 

 

HOW TO PREVENT LOSS OF MEDICAID ELIGIBILITY WHEN SELLING YOUR HOMESTEAD

 
Usually the most valuable non-countable resource for a long-term care Medicaid recipient is the homestead. Learn more about how to prevent loss of medicaid eligibility when selling your homestead.
 
 
 

 

 

NEW IRS PUBLICATION ERRONEOUSLY REQUIRES INHERITED IRA BENEFICIARIES TO PAY TAXES QUICKER

 
IRS publication 590-B issued recently has surprised almost everyone with its erroneous proposal that designated beneficiaries (“DBs”) will need to take required minimum distributions (“RMDs”) of inherited individual retirement accounts (IRAs) in years one through nine following the year of death of the IRA owner.
 
 
 

 

 

CHARLES MANSON’S “GRANDSON” NOT REQUIRED TO TAKE DNA TEST IN HELTER SKELTER PROBATE BATTLE

 
A California appeals court has overturned a lower court ruling requiring the DNA test of Jason Freeman to determine if he is in fact a blood descendant of the despicable Manson in a battle over Manson’s estate.
 
 

 
 
Michael B Cohen's
Latest Podcasts
 
 

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