WELCOME TO THE JULY ISSUE OF THE

TEXAS ELDER LAW E-LETTER!

 
 
Our office continues to remain open – 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 Saturday, July 18, 2020 from 10:00 a.m. until noon and on Thursday, July 30, 2020 from 1:00 p.m. until 3:00 p.m. 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.

 
 
Michael B. Cohen will be speaking on the “Use of Irrevocable Retained Interest Trusts in Medicaid Planning: Is Your House Made of Sticks or Bricks?” for the 2020 Texas NAELA Summer Conference (by live webcast) through the University of Texas School of Law on July 29, 2020.

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 June E-Letter article entitled “Murder, She Wrote? Would Tiger King Nemesis Be Texas Toast Under Texas Estate Laws”. If interested in reading, click here. You can also listen to the podcast on this topic here.

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 2:30 p.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. Recent shows have been on legal matters concerning COVID-19.


 
 

Michael B Cohen's Latest Blogs

 
 
 
LADYBIRD DEEDS – 10 SITUATIONS WHERE IT IS BEST THAT A TRUST RECEIVE PROPERTY INSTEAD OF AN INDIVIDUAL
 
Ladybird Deeds and Transfer on Death Deeds are used to avoid probate (which is the legal process whereby the court determines if a will is valid and assets are distributed according to the will). These types of deeds are particularly useful to avoid Medicaid Estate Recovery.

 
 
DEAD MONEY – HOW CAN GOVERNMENT COLLECT $1.4 BILLION FROM STIMULUS CHECKS SENT IN ERROR TO THE DECEASED?
 
As a result of a rush to stimulate the economy early in the pandemic, the IRS apparently failed to follow its own procedures (established after recovery from the recession in 2008) and sent 1.1 million stimulus checks totaling $1.4 billion to those who are deceased.

 
 
RIVAL OF TIGER KING A COPYCAT? SHERIFF: MISSING HUSBAND'S WILL FORGED
 
What would happen in Texas if it were determined either before or after probate that a Will was forged? This question becomes topical due to the recent determination by a Florida sheriff that there “100% forgery” of the Will admitted to probate of the long-time missing husband of Carole Baskin, the archrival of the Tiger King (Joe Exotic) in the popular Netflix series.

 
 

JAMES BROWN’S HEIRS “FEEL GOOD” AFTER COURT RULES AGAINST BIGAMOUS “SPOUSE”

 
After a 14-year battle over James Brown’s estimated $100 million estate, it appears “good” will finally prevail over the greed of Brown’s 4th “wife”. The Supreme Court of South Carolina has recently ruled that Tommie Ray Hynie’s marriage in 2001 to the “Godfather of Soul” was invalid since she was married to Javed Ahmed at the time she married Brown

 

 
 

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