Dallas Elder Law Attorney

Relationships change. Health changes. Money changes. Laws change. Some of the items to consider are discussed.

Differences between a Ladybird deed and a Transfer on Death Deed are discussed.

Information Reporting Requirements Under the Corporate Transparency Act are discussed.

Change is coming. Potential changes, impact and plannings are discussed.

New numbers for: (1) how much can be passed at death with estate taxation; (2) How much can be given annually per person without reporting to the IRS, (3) how much can be to a charity from an IRA to a charity without income taxation and (4) income tax brackets are discussed.

Sometimes it is better to have a Will or sometimes it is better to have a Revocable Living Trust. The decision tree chart generally discusses situations when it is better to have one or the other (other factors are sometimes considered).

Richard Simmons' brother and his housekeeper are fighting over who can control the trust estate of the late weight loss guru.

Eligibility for long-term care Medicaid which helps pay for some or all of the cost of care of the institutionalized spouse, is often determined by the amount of income and countable resources of the couple. This explains how this can be achieved.

When is a bank liable for making payment to the "wrong heir"? A bank is not liable for following a court order or determining if the order was obtained by forgery or fraud of an applicant.

A special needs trust trustee has many roles as a trustee/fiduciary ranging from how to distribute funds to investing and filing tax returns. The various roles are discussed.