Name: 10 Common Questions on When to Make a Distribution from Your IRA | 8-16-2022 by Michael Cohen
Duration: 27 min 14 s
Description: 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.

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.

Estate Planning Lessons Learned From 3 Recent Texas Court Decisions | 4 - 30 - 22

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.

10 Common Questions on When to Make a Distribution from Your IRA | 8-16-2022

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Dallas Elder Law Attorney Michael Cohen speaks on Estate Planning

Dallas Elder Law Attorney Michael Cohen speaks on Estate Planning, September 3rd, 2019

Listen to Michael B. Cohen discuss when and how often your estate plan should be reviewed.

How often should I revise my Estate Plan? | 03.31.20

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.

10 Common Questions on When to Make a Distribution from Your IRA | 8-16-2022

Michael Cohen

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