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

 
 
 

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” workshop will be on Saturday, July 17, 2021, from 10:00 a.m. to noon. 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.

 
 

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 consider at that time on the home page of our website – www.dallaselderlawyer.com.  

 

We are also excited to announce that KAAM and the Percy Fund has made the initial contribution of $10,000 to our Walk Team, Michael’s Marchers, for the Walk to End Alzheimer’s scheduled for November 6, 2021. We thank 770 KAAM and the Percy Fund for the generous contribution. If interested in joining our Walk Team (whether or not you contribute), click 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 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

 
 
 

 

 

PRIDE AND PREJUDICE? DID CHARLEY PRIDE’S WILL TREAT HIS SECRET SON UNFAIRLY? SIX STEPS TO REDUCE RISK OF A DISGRUNTLED BENEFICIARY

 

Even though Texas law does not require a child to be named as a beneficiary of a Last Will and Testament, wills are often contested by alleging the equitable arguments of undue influence and lack of testamentary capacity.

 

 
 

 
 

BRITNEY SPEARS TO COURT: "BABY, ONE MORE TIME"? CLAIMS CONSERVATORSHIP "TOXIC"

 

The continuing 13-year-old conservatorship saga of Britney Spears to free her of having her father run her personal and professional life, has put financial and civil rights abuse in guardianship and conservatorship in the national spotlight.

 

 
 
 

529 PLANS VS. UTMA: PROS & CONS

 
A UTMA (Uniform Transfers to Minors Act) account is a custodial account usually established by a parent or grandparent at a bank or other financial institution. Another type of 529 is a prepaid tuition plan that pays for credits at an eligible educational institution. However, this article shall only compare and contrast education savings 529 plans vs. a UTMA account.
 
 
 

 

 

FOUR WAYS TO PROTECT A SPECIAL NEEDS TRUST BENEFICIARY FROM WRONGFUL ACTS OF A FAMILY MEMBER TRUSTEE

 

Four ways to protect a special needs trust beneficiary from a rogue family member trustee or a family member trustee who may inadvertently mismanage the trust.

 

 
 
 
Michael B Cohen's
Latest Podcasts
 
 
 
 

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