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Lady Bird Deed and Medicaid Planning in Texas
A Lady Bird Deed is the most common way Texas families keep a home out of Medicaid estate recovery, but it is not a universal shield. Dallas estate planning attorney Caleb Patterson explains what it does, what it does not, and when timing matters.

Caleb Patterson
5 min read


Lady Bird Deed vs. Transfer on Death Deed in Texas: Which One Do You Need?
Texas gives property owners two ways to pass real estate outside probate, and they are not interchangeable. Dallas estate planning attorney Caleb Patterson compares the Lady Bird Deed and the Transfer on Death Deed side by side.

Caleb Patterson
5 min read