Elder Law & Estate Planning Articles — Page 13 of 33
No Penalties For Transfers Between Spouses Under Medi-Cal Regulations
When a person is in a nursing home and applies for Medi-Cal, the Medi-Cal application will ask whether the applicant has transferred away any non-exempt assets during the 30 months prior to…Medi-Cal Qualifications
Can I Give Each Of My Children $15,000 a Year and Still Qualify For Medi-Cal? You can give $15,000 to each of your children per year under IRS rules, but there may be penalties if you apply…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…Probate Administration
Only certain assets left through a person’s will can be administered through a probate proceeding. For a married person, all of his or her separate property, which is in that person’s name…Medi-Cal Regulations: Transfer Penalties
When a person is in a nursing home and applies for Medi-Cal, the Medi-Cal application will ask whether the applicant has transferred away any non-exempt assets during the 30 months prior to…How to 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…Probate Length
Probate proceedings typically take about a year to complete, and can take even longer depending on the assets and complexities of the case. After the petition is filed, notices are given…California Probate Letters
Letters Testamentary and Letters Administration in California Probate When the Personal Representative of the Probate Estate is appointed, whether that person is identified by the court as…Proposition 58 Property Tax Exclusion
A property tax re-assessment of the home in a transfer from a parent to a child can be avoided under California Proposition 58. For instance, when a probate is closed and the home is…Avoid Probate To Avoid Medi-Cal Recovery
When a Medi-Cal recipient dies, the state will attempt to recover from the recipient’s estate, what the state paid for that person’s care during his or her lifetime. Before January 1, 2017,…
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