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. We will alternate between live and virtual workshops initially. Registration for our next virtual workshop (which will be May 19, 2022 from 10:00 a.m. until noon) by calling us or signing 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.

Whenever you borrow from a bank or other lender to purchase residential real estate or borrow against the equity, it is typical that there is a “due-on-sale” clause in your deed of trust or mortgage. This gives the lender the ability to require full payment on your note balance for the loan or foreclose on your residential real estate property if you made a transfer without the lender’s prior consent.

You have probably heard stories when someone who is very old marries their caretaker or someone significantly younger (do you remember Anna Nicole Smith?) – especially when the older “spouse” has significant assets. However, you probably are not aware that Texas law permits a marriage to be declared void after one dies.

Revocable living trusts are useful in estate planning for many different reasons (avoidance of probate, privacy, quick transition of an on-going business, etc.) but there are only limited situations when they are helpful in planning for long-term care Medicaid which helps pay for nursing home or at-home care in addition to drug costs. Three reasons not to use revocable living trusts are as follows: