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
Differences between qualification for Veterans benefits and Medicaid benefits for care at home, assisted living, and nursing care are discussed.
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.
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.
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.
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.
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.
GREAT, very informative podcast. As an estate planning attorney, this is a must listen!