Yes—it protects assets from probate and often from Medi-Cal estate recovery, and it can support planning during incapacity when properly coordinated with other documents.
Category Archives: Medi-Cal Qualification
Medi-Cal attorney, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Qualification
Medi-Cal Changes Starting January 1, 2026
12
Sep
Sep
For a period, Medi-Cal for long-term care did not have an asset limit, a welcome change that provided peace of mind for many Californians. However, that era is ending. The state is reinstating its asset test, which means the amount of your savings and property will again determine your eligibility for this critical benefit.
Alzheimer's Disease, elder law, Medi-Cal Qualification, Walnut Creek Elder Law
Happy National Elder Law Month!
21
May
May
An obstacle millions of California senior citizens may encounter is the need to qualify for Medi-Cal coverage. Through online resources, video seminars and in-person trainings, we educate clients and friends to navigate the somewhat confusing process of Medi-Cal qualification.
Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Contra Costa Nursing Home Attorney, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Medi-Cal Qualification, 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, Special Needs Trusts, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Using An Annuity For Medi-Cal Eligibility For Spouses
In previous blogs, we have discussed various techniques, within the regulations, for obtaining Medi-Cal qualification for an ill spouse, when the couple has excess assets. These techniques include “spending down,” gifting and filing a court petition to obtain an order that allows the couple to keep all of their assets. In certain circumstances, especially between […]
Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Brentwood Attorney Senior, Brentwood CA Asset Protection Attorney, Brentwood Elder Law Atorney, Brentwood Nursing Home Attorney, Brentwood Senior Law Attorney, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, Elder Law Attorney Walnut Creek, Hospice Care Walnut Creek, Medi-Cal Attorney Brentwood, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Medi-Cal Qualification, 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, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Elder Law
October, 2016 Medi-Cal Reference Guide
This Medi-Cal Reference Guide reflects some of the most frequently requested information we receive regarding Medi-Cal qualification. Community Spouse Resource Allowance (CSRA) $119,220. This is the amount of non-qualified money or investments that the well spouse may keep. Either spouse may keep any amount of qualified assets, such as IRAs. Monthly Maintenance Needs Allowance (MMMNA) […]
Alzheimer's Care, Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Elder Law Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Medi-Cal Qualification, 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, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Alzheimer’s Disease – The 10 Warning Signs
Every 70 seconds someone is diagnosed with Alzheimer’s disease. The Alzheimer’s Association has a list of the 10 warning signs of Alzheimer’s disease, as follows: Memory changes that disrupt daily life. Challenges in planning or solving problems. Difficulty completing familiar tasks at home, at work or at leisure. Confusion with time or place. Trouble understanding […]
Alzheimer's Care, Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Elder Law Attorney Walnut Creek, Estate Planning Attorney Brentwood, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Medi-Cal Qualification, Nursing Home Attorney, Nursing Home Attorney Brentwood, 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, Senior Law Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Medi-Cal, Capital Gains and the Home
In previous blogs, we have discussed how we can establish the home as an “exempt asset” for qualification for Medi-Cal. Your elder law attorney can help you take the steps necessary to exempt your home and help you qualify for Medi-Cal. However, if your home is in your estate when you pass away after having […]
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 Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Senior Law 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 Attorney Brentwood, Estate Planning for Baby Boomers, Hospice Care, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Medi-Cal Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, Probate Attorney Contra Costa County, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trust, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
How To Convert Your Life Insurance Policy To Help Pay For The Cost of Senior Care
Some of our clients have asked whether they should let their life insurance premiums lapse, as part of budgeting for the cost of care for their loved one. Many of our clients have been making premium payments on their life insurance policies for a long period of time. My answer is to first find out […]
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 Nursing Home Attorney, Elder Law Attorney Contra Costa, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Medi-Cal Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, nursing homes, parkinson's disease, Probate & Trust Administration, Senior Law Attorney Walnut Creek, Special Needs Trust, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Special Needs Trust & Inheritance & Workshop 5-8-2014
Special Needs Trusts and Inheritance: Q: Our father just passed away and left $400,000 in his revocable living trust to myself and my brother. My brother is on SSI and will lose his benefit when he receives the inheritance. What should we do? A. There is a remedy for this problem when someone dies, and […]
- 1
- 2