215 episodes

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.

Dallas Elder Law Attorney Michael Cohen

    • Business
    • 5.0 • 6 Ratings

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.

    VA vs. Medicaid Benefits | 10 - 31 - 23

    VA vs. Medicaid Benefits | 10 - 31 - 23

    Differences between qualification for Veterans benefits and Medicaid benefits for care at home, assisted living, and nursing care are discussed.

    • 28 min
    Medicaid Planning With Reverse Mortgages | 10 - 24 - 23

    Medicaid Planning With Reverse Mortgages | 10 - 24 - 23

    Reverse mortgages provide a way for a borrower to tap into the equity of his or her homestead. Medicaid for long-term care is means tested - so a reverse mortgage could possibly be counterproductive. Reverse mortgages with potential planning in the event care at home or a nursing home is needed.

    • 29 min
    Reasons Why Out - Of - State Estate Planning Documents Should Be Renewed | 10 - 17 - 23

    Reasons Why Out - Of - State Estate Planning Documents Should Be Renewed | 10 - 17 - 23

    The laws of each state are different. As a result, documents prepared in another state should be renewed.

    • 28 min
    10 New Laws That Concern Elderly, Estate Planning, & Probate | 10 - 10 - 23

    10 New Laws That Concern Elderly, Estate Planning, & Probate | 10 - 10 - 23

    Numerous new laws were passed in the last Texas legislature session. 10 of the new laws that affect the elderly, estate planning, and probate are discussed.

    • 29 min
    Fiduciary Felon Fine | 10-3-23

    Fiduciary Felon Fine | 10-3-23

    Texas now permits a convicted felon to act as an executor. The circumstances on how this qualification could occur are discussed.

    • 26 min
    Transfer Of Home Exceptions Without Medicaid Transfer Penalty | 9 - 26 - 23

    Transfer Of Home Exceptions Without Medicaid Transfer Penalty | 9 - 26 - 23

    Long-term care Medicaid (which helps for skilled care either at a facility or at home) has a 5-year lookback resulting in a penalty requiring private pay if there are gifts resulting in a penalty requiring private pay - even if the gift is an exempt resource such as your home. This podcast discusses the exceptions to the rule.

    • 27 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

Ghost michaela ,

Must listen

GREAT, very informative podcast. As an estate planning attorney, this is a must listen!

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