Welcome to the February Issue of the
Texas Elder Law E-Letter


Our office is now open. We are giving options to meet in person or virtually (phone calls, audio/video meetings, etc.) as we continue to follow CDC guidelines. To sign up for our next free virtual “Estate Planning Essentials” call (214) 720-0102 to register or sign up online at www.dallaselderlawyer.com. Attendees often ask questions about estate planning, probate, Medicaid and Veterans benefits. We proceed to answer the 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.


As a result of COVID, we have added a link to our website www.dallaselderlawyer.com that provides the percentage of residents and staff at nursing facilities that have been vaccinated (besides rating of quality of care, whether they accept Medicare, Medicaid, etc.).


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



Seven Situations When Your Named Executor Cannot Be Your Executor


Many think that by simply naming an executor in their Will that the court will honor your selection to serve as executor for gathering assets, paying debts of the deceased, administering the estate, etc. However, the Texas Estates Code provides several situations whereby a person is disqualified from serving as either an executor or administrator of an estate






Seven Different Types Of Bank Accounts Which Determine How Funds Are Distributed At The Owner’s Death


Many do not realize the signature card on your bank account (as to the type of account established) determines how the funds in the account pass at the owner’s death. Thus, even if a person has a Will, the signature card could establish that the account does not pass by Will depending on the type of account.



Ten Types Of Assets That Should Not Be Included In A Revocable Living Trust

Revocable Living Trusts (RLTs) are commonly used for a variety of reasons ranging from avoiding probate to avoiding guardianship by retitling assets into the name of the trust if you should become disabled. However, not all assets can or should be transferred or even mentioned in RLTs.




20 Biggest Errors Made By Executors


As the famous late N.Y. Yankee, Yogi Berra, once said “We made too many wrong mistakes.” Executors make many “wrong mistakes.” It may be an honor to be named as an executor in someone’s Will, but there are many pitfalls and errors that an executor can make.


Michael B Cohen's
Latest Podcasts

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