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12201 Merit Drive Suite 230 Dallas, TX 75251 | (214) 720-0102 Fax: (214) 754-0936

www.dallaselderlawyer.com

Welcome to the May Issue of the

Texas Elder Law E-Letter

We are having a Facebook Live Event on Saturday, May 4, 2019 from 10:00 a.m. to 11:00 a.m. Attendees of the live webinar (and the “Estate Planning Essentials” workshop) will be eligible for a free one hour vision meeting with Michael B. Cohen. Please RSVP to the “Facebook Live Event” by clicking here and then click “going” to submit your questions for Michael B. Cohen (you must be logged in to Facebook in order to RSVP). You may also submit your questions for the “Facebook Life Event” by clicking here.

Our next free “Estate Planning Essentials” workshop will be held on Thursday, May 23, 2019 from 1:00 p.m. to 3:00 p.m. Seating is limited. 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.

Michael B. Cohen will be speaking to the Mass Mutual Financial Advisors on May 22, 2019, the Oxford Senior Living residents on June 13, 2019 and to the clients of Lone Star Wealth Advisors on June 20, 2019 regarding estate planning and public benefits.

Please note that Michael B. Cohen’s radio show on estate planning and elder law has changed and can now 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 Sound Cloud as indicated on our website www.dallaselderlawyer.com.

SUCCESS STORY OF THE MONTH

Client, a 78 year old widow in the early stages of experiencing dementia, creates an irrevocable trust which gives her the right to occupy her homestead which was deeded into the trust.

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WILL BY BLINKING OF EYES APPROVED

The Will of a quadriplegic man (the “Testator”), who was unable to speak and who communicated with his attorney through a blinking system, was recently upheld by a Fort Worth appellate court.

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NEW RETIREMENT SAVINGS ACCOUNT BILL LIKELY TO PASS THIS YEAR

As a result of less employer-sponsored pension plans and the desire of Congress to encourage savings for retirement, it is anticipated that Congress will pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act later this year as it has bipartisan support.

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IS "BIG BROTHER" WATCHING FACEBOOK OF APPLICANTS FOR DISABILITY BENEFITS?

A recent proposal to the year 2020 budget of the Social Security Administration would make it a policy for the government to review the social media accounts of those applying for disability benefits to determine if the applicant is actually disabled or not.

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LEGALITY VS. MORALITY

Sometimes clients ask questions where the answer differs as to legality versus morality. As a result, the attorney should be prepared to be both counselor at law and not just an attorney at law.

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U.S. SUPREME COURT RULES THAT EX-SPOUSE NOT ENTITLED TO LIFE INSURANCE

The U.S. Supreme Court has ruled that if the state has a law that results in the automatic revocation of an ex-spouse as a beneficiary upon divorce, then the former spouse would not be the beneficiary even if the state passes the revocation upon divorce law after the beneficiary designation is made.

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