Aug
06
2018
0

When To Apply For Medi-Cal

Our clients often ask us when the appropriate time would be for them to file for Medi-Cal, to help pay for a stay in skilled nursing facility (SNF). If you are actually in a SNF, you can file a Medi-Cal application. Medi-Cal requires proof that you have been admitted to a SNF, and a will not accept a Medi-Cal application before that time. Once an application is filed, it is retroactive to the first of the month that it is filed. So if you file at the end of a month, and the application is granted, it is retroactive to the first of the month the application is filed. We have been filing applications on behalf of our clients for a number of years now, and to date, all of our applications have been granted. The reason that they have all been granted is that we do not file an application unless it appears to us that our clients have met all of the requirements, and legally qualify. Of course, pre-planning at the earliest opportunity is the best way to assure that Medi-Cal will grant your application, should you need to file at a later time. Pre-planning begins with an analysis of your assets, and with updating your estate planning documents to include the appropriate asset protection, government benefits and Medi-Cal planning provisions under state and federal law. Several of these documents refer to each other, and work hand in hand for qualification and asset protection . If you have lost capacity, pre-planning is of course made more difficult, so the earlier you plan, the better. Estate planning documents typically include your revocable living trust, financial and health care durable powers of attorney, intent to return home, HIPAA statements, wills, community property agreement for couples, etc. At the time you update your estate planning documents, and we review your assets with you, we will show you what would be required for qualification, in the event you are admitted to a SNF and you need to apply for Medi-Cal. We encourage our clients to keep in contact with us over time, so that adjustments can be made to their plans for pre-qualification for Medi-Cal when necessary.

This information is not to be taken as legal advice, is general in nature, and you are encouraged to see your Walnut Creek Elder Law Attorney.

Michael J. Young

Walnut Creek, CA

1931 San Miguel Dr. Ste., 220

Walnut Creek, CA 94596

925-256-0298

www.WalnutCreekElderLaw.com

Jul
10
2018
0

Steps to Help Maintain Your Health and Safety

The following are some steps for our senior and (almost senior) clients to consider for healthy living.

  • Prevent falls: My father’s advice to me just before he died was for me to advise all of my clients to not fall. Falls can be the beginning of the end for people. Walk more deliberately, use your cane, and hold on to handrails.
  • Safety at home: Avoid climbing ladders, and if you must, make sure that someone is with you. Remove slippery area rugs. Do not jump up and down inside of the trash barrel to create more space for trash.
  • Exercise: Keep your strength up. Walk every day if you can, and add more steps all the time. If your legs are strong and your balance is good, you are less likely to fall.
  • Have discussions with your family: Talk to your loved ones and your support group about your health care decisions and your Directive to Physicians. Talk about your financial decisions and your financial Power of Attorney. Make sure all of your estate planning documents are up to date, and that they have the latest asset protection and Medi-Cal qualification provisions.

This information is not to be taken as legal advice, is general in nature, and you are encouraged to see your Walnut Creek Elder Law Attorney.

Michael J. Young

Walnut Creek, CA

1931 San Miguel Dr. Ste., 220

Walnut Creek, CA 94596

925-256-0298

www.WalnutCreekElderLaw.com

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