Dallas Elder Law Attorney

Michael Cohen
  • 5.0 (7)
  • BUSINESS
  • UPDATED DAILY
Dallas Elder Law Attorney Podcast

Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics.

  1. Homestead Definition By Medicaid And VA Differ-Which Program Is Used Could Make Difference | 8-20-24

    AUG 28

    Homestead Definition By Medicaid And VA Differ-Which Program Is Used Could Make Difference | 8-20-24

    The definition of "home" is different under Medicaid and VA rules. Eligibility is often dependent on the definition.

    29 min
  2. Gift Of Appreciated Assets To Elderly Parents To Avoid Or Reduce Capital Gains Taxes | 8 - 13 - 24

    AUG 28

    Gift Of Appreciated Assets To Elderly Parents To Avoid Or Reduce Capital Gains Taxes | 8 - 13 - 24

    Upstream planning to avoid capital gains taxes on giving of appreciated assets from child to parent is sometimes used, but one must be careful and should be used in limited situations as there are risks.

    29 min
  3. IRS Announces Finalized Rule On When An Inherited IRA Must Be Distributed-Pay Now Or Later | 8-6-24

    AUG 28

    IRS Announces Finalized Rule On When An Inherited IRA Must Be Distributed-Pay Now Or Later | 8-6-24

    When a beneficiary inherits an IRA, the rule on the required time of distributions has been finalized.

    29 min
  4. Matthew Perry's Estate Plan - A Friend To Many Even After Death | 7 - 30 - 24

    AUG 28

    Matthew Perry's Estate Plan - A Friend To Many Even After Death | 7 - 30 - 24

    Matthew Perry's estate planning accomplished many goals (1) privacy (2) charitable tax planning (3) reduction of risk of a contest (4) and probate avoidance for most of his assets among other things.

    29 min
  5. Should You Name A Trust As A Beneficiary Of Your IRA? | 8 - 16 - 24

    JUL 31

    Should You Name A Trust As A Beneficiary Of Your IRA? | 8 - 16 - 24

    A trust can be named as a beneficiary of a trust - but should you? Your protection goals and the risks should be discussed to be making a decision.

    29 min
  6. Home Purchased After Buyer Is Institutionalized Counts As A Resource | 8 - 23 - 24

    JUL 31

    Home Purchased After Buyer Is Institutionalized Counts As A Resource | 8 - 23 - 24

    A recent Texas Supreme Court decision concludes that a Medicaid applicant must pay for and occupy a homestead prior to nursing home admission for it to be excluded as a resource. Purchase of an ownership interest after institutionalized does not accomplish spend-down for the government to help pay for care.

    29 min
  7. Grace For Graceland | 8 - 9 - 24

    JUL 31

    Grace For Graceland | 8 - 9 - 24

    One must be ever diligent from scams and frauds. Recently, there was even an attempt to scam the estate of Lisa Marie Presley using well-known tourist attraction, Graceland as attempted collateral.

    29 min
  8. Child Promises Mom A Dream But Delivers A Nightmare | 8 - 2- 24

    JUL 31

    Child Promises Mom A Dream But Delivers A Nightmare | 8 - 2- 24

    Child who was named as agent under a financial and a medical power of attorney was removed as a result of self-dealing and breach of her fiduciary duty to her mom.

    26 min
See All (256)

Ratings & Reviews

5
out of 5
7 Ratings

About

Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics.

Information

  • Creator
    Michael Cohen
  • Years Active
    2019 - 2024
  • Episodes
    256
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Dallas Elder Law Attorney

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