We are often asked the question as to how much you or your spouse can have in IRA’s and 401k’s and still qualify for Medi-Cal. The Medi-Cal applicant, or the ill spouse, can have any amount of IRA’s, 401k’s etc. These are so-called “qualified funds.” The only requirement is that the Medi-Cal applicant must be […]
Category Archives: falling
Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Brentwood Senior Law Attorney, Elder Law Attorney Walnut Creek, falling, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trusts, Sustainable Estate Planning Walnut Creek CA, VA Aid & Attendance Attorney Walnut Creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Does Your Trust Have a Mandatory Bypass Provision?
Most modern Revocable Living Trusts do not have a Mandatory Bypass Provision, which is usually good planning. This provision is normally NOT necessary, and if you have one, it can cause unnecessary headaches after the first spouse dies. A mandatory bypass provision will require splitting and re-titling of the trust assets between a Revocable Survivor’s […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Attorney Senior, Brentwood CA Asset Protection Attorney, Elder Law Attorney Walnut Creek, Estate Planning Attorney Concord CA, Estate Planning for Baby Boomers, falling, Medi-Cal Attorney Brentwood, Medi-Cal Attorney Concord, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning Concord, Medi-Cal Qualification, Nursing Home Attorney Brentwood, Nursing Home Attorney Walnut Creek, nursing home costs, Pay Nursing Home Care Walnut Creek, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate Attorney Contra Costa County, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trusts, Sustainable Estate Planning Walnut Creek CA, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
My Dad Has Already Done Some Gifting! Can He Still Qualify For Medi-Cal?
California does have gifting penalty rules. If the rules are not followed, you could create periods of ineligibility for Medi-Cal. If you follow the rules, Medi-Cal can pay for your stay in a skilled nursing facility, minus a share of the cost that you would pay. We have seen monthly bills of $10,000 and more […]
aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning for Baby Boomers, Estate Planning in California, falling, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Nursing Home Attorney Walnut Creek, Pay Nursing Home Care Walnut Creek, Pleasant Hill Senior Law Attorney, Senior Law Attorney Walnut Creek, senior law walnut creek, Sustainable Estate Planning, VA Aid & Attendance Attorney Walnut Creek, VA Attorney Walnut creek, walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Treatment of The Home With Reverse Mortgages By Medi-Cal
Under the Medi-Cal regulations, it is fairly easy for us to establish the home as an “exempt asset” for qualification for Medi-Cal. The usual way is to confirm “an intent to return home” by the Medi-Cal applicant. The next task is to protect the home from a Medi-Cal lien if you pass away after having […]
aid and attendance, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Contra Costa Elder Law, Elder Law Attorney Contra Costa, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, falling, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, parkinson's disease, Pay Nursing Home Care Walnut Creek, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Senior Law Attorney Walnut Creek, senior law contra costa, senior law walnut creek, Special Needs Trust, Special Needs Trusts, Sustainable Estate Planning, VA Aid & Attendance Attorney Walnut Creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Mom Is Showing Some Dementia – Can we still create a long term care plan for her?
In my workshops, we talk about the Elder Care Journey. Along this journey, which I show on a chart, is an area called “Declining Senior With Memory or Mobility Issues.” I reference this step along the Elder Care Journey as a DANGER ZONE. We know that mobility issues and falling oftentimes is the beginning of […]
Aid & Attendance Brentwood, aid and attendance, Alzheimer's Care, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Attorney Senior, Brentwood CA Asset Protection Attorney, Brentwood Nursing Home Attorney, Brentwood Senior Law Attorney, Contra Costa Nursing Home Attorney, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning for Baby Boomers, falling, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Medi-Cal Planning Concord, Nursing Home Attorney Walnut Creek, nursing home costs, Nursing Home Costs Antioch, Pleasant Hill Senior Law Attorney, Qualification for VA Aid & Attendance, Senior Law Attorney Concord, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trust, Special Needs Trusts, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
An Interesting Insurance Based Strategy To Help Private Pay For Long Term Care
Our clients are concerned about how they will private pay for their long term care. Most long term care takes place first in our homes and then in assisted living facilities. We have Medi-Cal in California, but it only pays for a stay in a skilled nursing facility, if we qualify. As a result, our clients are […]
Aid & Attendance Antioch, Alzheimer's Care, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Attorney, CA Attorney Asset Protection, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Estate Planning in California, falling, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, nursing home costs, parkinson's disease, Pleasant Hill Elder Law Attorney, Probate Attorney Contra Costa County, Qualification for VA Aid & Attendance, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Consider Naming a Professional Fiduciary In Your Estate Planning Documents
When we prepare our estate planning documents, such as the Revocable Living Trust and Financial Durable Powers of Attorney, we typically name our spouses and then our children as our fiduciaries if we cannot act for ourselves. It would seem that the most common reason that would cause a fiduciary to act is the loss of mental capacity of […]
aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning Attorney Concord CA, Estate Planning for Baby Boomers, falling, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Pleasant Hill Senior Law Attorney, Senior Law Attorney Walnut Creek, senior law contra costa, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Financial Durable Powers of Attorney for Baby Boomers and Seniors Can Now Provide for Long Term Care Planning and Asset Protection
Financial Durable Powers of Attorney (Fin. DPA’s) for Baby Boomers and Seniors can provide for asset protection and government benefits planning. The language we use in Fin. DPA’s for long term care planning for baby boomers and seniors is very different from the language we see in the plain vanilla Fin. DPA’s which most people […]
aid & attendance benefit, aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning Attorney Brentwood, falling, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Brentwood, Medi-Cal Attorney Concord, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal eligibility Concord CA, Medi-Cal Planning & Qualification, Medi-Cal Planning Concord, Nursing Home Attorney Walnut Creek, Pleasant Hill Senior Law Attorney, Probate Attorney Contra Costa County, Qualification for VA Aid & Attendance, Senior Law Attorney, senior law contra costa, senior law walnut creek, Veteran's Benefits, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
7 Practical Considerations To Take Into Account When Choosing an Assisted Living Facility
Here are 7 Practical Considerations to take into account when you are choosing an assisted living facility, either for yourself or a loved one. We have developed this list after having first hand experience with assisted living facilities that my father lived in, and after having interacted with our clients regarding these issues over many […]
aid and attendance, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Concord Medi-Cal Attorney, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning for Baby Boomers, falling, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning Concord, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate Attorney Contra Costa County, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
FIVE THINGS BABY BOOMERS AND SENIORS CAN DO TO GAIN PEACE OF MIND FOR SURVIVING THEIR RETIREMENT YEARS
Many Baby Boomers and seniors are concerned about surviving their retirement years. Many have not been able to save adequately, have suffered losses in the stock market, and do not have pension funds sufficient to meet their future needs. Most are concerned about health care issues, and how their nursing home costs would be paid […]