Category Archives: Probate Attorney Walnut Creek
Medi-Cal Qualification and Joint Accounts
If you are applying for Medi-Cal, you will be required to disclose all of your assets in your application package. Medi-Cal wants to see evidence of all of your accounts, even joint…California Still Has A 30 Month Look Back for Gifting
California still has the 30 Month Look Back Penalty Period for Gifting. There is a federal law known as the Deficit Reduction Act (DRA), which has a 60 month look back penalty period.…How Much Are Probate Fees?
In California, Probate Code section 10810 statutorily sets the maximum amounts that executors and attorneys may be paid for their fees. The amount of attorney fees and executor fees are…VA Benefit May Help Cover The Costs of In Home Care or an Assisted Living Facility
The Veteran’s Administration has a pension benefit known as Aid and Attendance, for the benefit of older, disabled war time veterans who have served at least one day in the service during…How Much Can I Have In IRA’s and Still Qualify for Medi-Cal?
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…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…Springing vs. Immediate Financial Powers of Attorney
You should have a Financial Durable Power of Attorney (DPA) as part of your asset protection estate plan. This DPA allows your attorney in fact, such as your spouse or a child, to handle…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…2017 MEDI-CAL DESK REFERENCE
2017 MEDI-CAL DESK REFERENCE Divestment Penalty Divisor $8,189.00 Individual Resource Allowance $2,000.00 Monthly Personal Needs Allowance $35.00 Community Spouse Resource Allowance…Do not Listen To Your Neighbors Regarding Medi-Cal Eligibility
Do not listen to your neighbors regarding Medi-Cal eligibility! Over the last number of days, we have been told by several individuals who are interested in our services, that their…
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