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 […]
Category Archives: Probate & Trust Administration
Content related to probate and trusts in California.
aid & attendance benefit, Aid & Attendance Brentwood, aid and attendance, Alzheimer's Medi-Cal, Antioch Elder Law Attorney, Antioch Senior Law Attorney, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Atorney, CA Attorney Asset Protection, Concord Medi-Cal Attorney, Concord VA Attorney, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning Attorney Concord CA, Estate Planning in California, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney, 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 Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, nursing home costs, parkinson's disease, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate & Trust Administration, Probate Attorney Contra Costa County, senior law walnut creek, VA Attorney Walnut creek, Veteran's Benefits, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Peace of Mind Now For Baby Boomers and Seniors Facing Retirement
A big issue now facing Baby Boomers and seniors is, surviving in retirement. We should have our “Ducks In A Row” now regarding health and financial issues, and there are many things we can do. Most of our clients do not have long term care insurance to pay for a stay in a nursing home. […]
Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Concord Medi-Cal Attorney, Contra Costa Nursing Home Attorney, elder law, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Estate Planning in California, Medi-Cal attorney, 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, nursing homes, Probate & Trust Administration, Veteran's Benefits
What Can The State Recover After I Die?
If you die after having been on Medi-Cal, the State will try to recover from your estate what they have paid out for your benefit. If there is nothing left in your estate, there is nothing for the State to take. If your home is still in your estate when you die, it could be subject […]
elder law, Estate Planning in California, 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, Pleasant Hill Elder Law Attorney, Probate & Trust Administration, Qualification for VA Aid & Attendance, walnut creek, Walnut Creek Medi-Cal Qualification
IRAs and Medi-Cal Qualification
The Medi-Cal applicant can have any amount of IRAs that are in his name, and still qualify for Medi-Cal. For instance, the applicant could have $200,000 or more in his name in IRAs, and still be eligible for Medi-Cal. IRAs and work related pension funds are also exempt from Medi-Cal qualification. The only requirement is […]
elder law, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Hospice Care, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, nursing homes, Probate & Trust Administration, Veteran's Benefits, walnut creek
Medi-Cal and Life Insurance
An individual can have any amount of Term Life Insurance, and still qualify for Medi-Cal. Term life insurance has been defined as life insurance that pays a benefit in the event of the death of the insured. So if you have a life insurance policy that pays $10,000 upon your death to your son for instance, that […]
aid & attendance benefit, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Brentwood Elder Law Atorney, Brentwood Senior Law Attorney, Concord Elder Law Attorney, Concord Medi-Cal Attorney, elder law, Estate Planning Attorney Concord CA, Estate Planning for Baby Boomers, Estate Planning in California, Hospice Care, Medi-Cal Attorney Brentwood, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Medi-Cal Planning Concord, Medi-Cal Qualification, Nursing Home Attorney Brentwood, Nursing Home Attorney Walnut Creek, nursing homes, Pleasant Hill Elder Law Attorney, Probate & Trust Administration, Probate Attorney Contra Costa County, Probates, Probates with Real Estate, Qualification for VA Aid & Attendance, Senior Law Attorney, senior law walnut creek, VA Aid and Attendance Concord CA, VA Attorney Walnut creek, VA Planning Attorney Concord, Veteran's Benefits, walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Baby Boomers Predict The Future!
Baby Boomers Predict The Future! Wouldn’t it be nice to be able to predict the future for us Baby Boomers, and start planning for it! But we do know certain things about our future … On average, 10,000 people are turning age 65 every day. It is predicted that at least 70% of people over […]
Alzheimer's Care, Alzheimer's Medi-Cal, CA Attorney Asset Protection, Concord Elder Law Attorney, Concord Medi-Cal Attorney, Concord Nursing Home Attorney, Concord Senior Law Attorney, Contra Costa Nursing Home Attorney, elder law, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning Attorney Concord CA, Estate Planning in California, Hospice Care, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal eligibility Concord CA, Medi-Cal Planning & Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, nursing homes, Pay Nursing Home Care Concord, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate & Trust Administration, Uncategorized, Veteran's Benefits, walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Now Is The Time To Plan For Incapacity
My mother, who was a WWII veteran and the mother of five wild boys and a composed girl, used to tell me that the only thing that she really feared in life was losing her mental capacity. When I was a younger attorney, and my parents were younger, I prepared their estate plan, which was […]
Aid & Attendance Antioch, aid & attendance benefit, Aid & Attendance Brentwood, aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Concord Elder Law Attorney, Concord Nursing Home Attorney, Contra Costa Nursing Home Attorney, Elder Law Attorney Walnut Creek, Medi-Cal attorney, Medi-Cal Attorney Walnut Creek CA, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate & Trust Administration, Probate Attorney Contra Costa County, Probates with Real Estate, Senior Law Attorney, Senior Law Attorney Concord, senior law contra costa, senior law walnut creek, VA Aid & Attendance Attorney Antioch, VA Aid and Attendance Concord CA, Veteran's Benefits, walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Can The State Take My Home If I Die After Having Been On Medi-Cal?
One of the most frequently asked questions I receive as an elder law attorney in Walnut Creek, CA is, “Can the State of California take my home if I die after having been on Medi-Cal?” The state will not actually take your home. But your home, if it is in your estate when you die, […]
aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Disease Antioch, Alzheimer's Medi-Cal, CA Attorney Asset Protection, Concord Elder Law Attorney, Concord Medi-Cal Attorney, Concord Nursing Home Attorney, Concord Senior Law Attorney, Concord VA Attorney, elder law, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning in California, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Concord, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal eligibility Concord CA, Medi-Cal Planning & Qualification, Medi-Cal Planning Concord, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, nursing home costs, nursing homes, parkinson's disease, Pay Nursing Home Cost Concord, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate & Trust Administration, Probate Attorney Contra Costa County, Probates, Probates with Real Estate, Qualification for VA Aid & Attendance, senior law, Senior Law Attorney, senior law walnut creek, VA Qualification Concord, Veteran's Benefits, walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Getting Your Ducks In A Row Before a Crisis Occurs
You should get your ducks in a row long before a crisis occurs, especially where your health and finances are concerned. Many of our clients come to see us when a crisis is occurring. For instance, their spouse or loved one is in the hospital or has just entered a skilled nursing facility. At this […]
Aid & Attendance Antioch, aid & attendance benefit, aid and attendance, Alzheimer's Care, Alzheimer's Medi-Cal, Antioch Attorney, Antioch Elder Law Attorney, Brentwood Attorney Senior, Brentwood CA Asset Protection Attorney, Brentwood Senior Law Attorney, CA Attorney Asset Protection, Concord Elder Law Attorney, Concord Medi-Cal Attorney, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, danville, elder law, 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 in California, falling, Hospice Care, Medi-Cal Attorney, Medi-Cal Attorney Brentwood, Medi-Cal Attorney Concord, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal eligibility Concord CA, Medi-Cal Planning & Qualification, Medi-Cal Planning Concord, Nursing Home Attorney Antioch CA, Nursing Home Attorney Brentwood, Nursing Home Attorney Walnut Creek, nursing homes, parkinson's disease, Pay Nursing Home Cost Concord, Pleasant Hill Senior Law Attorney, Probate & Trust Administration, Probate Attorney Contra Costa County, Probates with Real Estate, Qualification for VA Aid & Attendance, Uncategorized, Veteran's Benefits, walnut creek, Walnut Creek Medi-Cal Qualification
Protect Your Home From a Medi-Cal Lien With a Reserved Life Estate
Medi-Cal can pay for your stay in a skilled nursing facility if you qualify. Under the state’s regulations, your home can be confirmed as an exempt asset in the Medi-Cal application. This means that you can keep your home, if you are otherwise qualified, and still receive Medi-Cal. This is true whether you are single […]