Dallas Elder Law Attorney

Since many do not have adequate insurance for long-term care (i.e., nursing home care or care at home) and Medicaid eligibility is important to pay for such care, it is often critical to reduce risk in preparing an application. Common mistakes are discussed so that errors could be avoided.

Timing of distributing and to whom distributions are made are critical in tax deferred growth, charitable gifting, potential public benefits, additional taxation, and other issues.

The health of your stomach may affect your brain according to recent research in potential causes for dementia.

4 ways to handle estate planning by a parent for an estranged child.

There are many types of ways real estate can be conveyed in Texas. This podcast discusses 11 options.

Many are confused as to the transfer of assets, payment of debts, and the probate process in Texas after the person who makes a Will dies. This podcast clarifies many of the misconceptions.

There are numerous rights that married couples have that are not given to those who are single. This podcast describes 10 of the potential benefits that can be lost if same sex couples cannot be married as suggested by Supreme Court Justice Clarence Thomas as mentioned his decision in Roe v. Wade.

If the beneficiary of a will or trust predeceases, wrong usage could lead to consequences.

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.