Dallas Elder Law Attorney

Although sometimes Transfer on Death Deeds are desirable, there are 12 problems discussed.

Options of when a trust should or should not be the beneficiary of a retirement account.

2 difference case studies on estate planning issues and problems in connection to Ladybird (Enhanced Life Estate) Deeds.

It is often misunderstood of what is required for the government to pay for nursing home costs or to protect your assets. The truth on common Medicaid myths are discussed.

Tax and public benefit and other planning should be considered before making a gift.

Pros and cons of community and separate property are considered in estate planning ranging from tax planning to control issues.

As planning with Cryptocurrency continues to grow, NFT (non-fungible tokens) will follow. A description of the use of NFT and the unique issues in estate planning that it brings are discussed.

Children are sometimes responsible for the bills (such as care costs) of their parent depending on state law. The origins of filial responsibility and its erosion are discussed.

The Court explains why the Texas Medicaid agency (which governs for determination if an applicant is eligible for governmental assistance to pay for nursing home costs) wrongfully required prior occupancy as a condition for eligibility. The ruling potentially gives an easier way to have the government help pay for nursing home care.

3 Cases - (1) You generally can't accept benefits under a will and then attempt to nullify it. (2) Your will should not use language that lacks clarity (don't use words like "desire, hope, or may") and (3) There is no statute of limitations to determine your heirs.

An actual case where the client achieved shifting the cost of care to the government for 9 years, guardianship issues, tax issues, estate planning and asset preservation for the client and client's family.

Although you typically have to get the consent of your lender in making a transfer of your home, there are exceptions pursuant to federal law.

Under Texas law, there are rules when a marriage can be voided after one spouse dies. This podcast describes a Texas case where a marriage was voided after the husband died to cut off all spousal rights the wife would have otherwise been entitled.

Discussion of the proposed new laws regarding retirement accounts that will likely change this year.

The first half of the podcast explains the rules for the government to help pay for long term care (either at a nursing home or at home) and planning options. The second half of the podcast concerns estate planning with cryptocurrency.

This discusses the many types of wills in Texas and how the types of wills differ.

Parentage is often the basis of lawsuits. This podcast goes over some of the issues in a will contest case where the will contestants attempted to establish that they were children of the deceased to hopefully be a beneficiary.

Protection of your beneficiaries while considering income taxation and tax-deferred growth are discussed.

Many misunderstand basic tax issues on gift taxes, estate taxes and income tax in estate planning. This podcast attempts to simplify these issues.

Estate planning is not just about passing your assets to your beneficiaries. It includes protection from a myriad of concerns that could range from your spouse remarrying to protecting your children (and grandchildren) from disability, marital issues, creditor issues. etc. This podcast goes over some of those issues and how can your protect your loved ones the way you want.