Have you checked in on your older in-laws and parents lately? The holiday season affords a good opportunity for you to see them and observe how they are doing. Here are a few things you should consider when you see them. Driving If your older loved one is still driving, find an excuse to ride […]
Category Archives: senior law walnut creek
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Elder Law Attorney Walnut Creek, 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, Senior Law Attorney Walnut Creek, senior law walnut creek, Trust Attorney Walnut Creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Preventing Financial Elder Abuse-Personal Relationships
One red flag that we have seen showing possible elder abuse is exhibited by family members who are overly zealous about preserving the money that is being spent for the older person’s care. We have seen family members who are “caring” for an older person, refuse to spend sufficient funds for the older person’ care. […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Elder Law Attorney Walnut Creek, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting 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, Senior Law Attorney Walnut Creek, senior law walnut creek, Trust Attorney Walnut Creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Prevent Financial Abuse: Financial & Estate Planning
Financial and Estate Planning: One of the best ways to prevent financial elder abuse, is to make sure that you know what your financial assets are at all times. You should be in contact with your financial advisor on a regular basis to determine whether there have been any changes to your accounts. Do not […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Estate Planning Attorney, 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, Trust Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Durable Powers Of Attorney For Young Adults
We usually don’t think estate planning documents are necessary for younger adults. But consider the potential need for financial and health care powers of attorney for them. We received a recent call from a client whose 23 year old daughter, Jenny, was in a severe automobile accident. Jenny suffered traumatic brain injury in the accident. […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Attorney, Brentwood Senior Law Attorney, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Hospice Care Walnut Creek, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, 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, Pleasant Hill Senior Law Attorney, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trusts, Trust Attorney Walnut Creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Your Home and The “Heggstad” Petition
Your home should be transferred to your revocable living trust for various reasons. One reason is to avoid probate of your home upon your death. Another reason is that as of January 1, 2017, if you die after having been on Medi-Cal, the state will not be able to pursue recovery against your home if […]
Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA, CA Attorney Asset Protection, 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, 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, Pleasant Hill Senior Law Attorney, Probate Attorney Contra Costa County, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Qualification for VA Aid & Attendance, Senior Law Attorney Walnut Creek, senior law contra costa, senior law walnut creek, Special Needs Trusts, Sustainable Estate Planning Walnut Creek CA, Trust Attorney Walnut Creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
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 accounts that you may have with someone else. Joint accounts will be considered by Medi-Cal, at least initially, to belong to you alone. […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Attorney, CA Attorney Asset Protection, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning for Baby Boomers, Estate Planning in California, Hospice Care Walnut Creek, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, nursing home costs, Parkinson's disease Walnut Creek, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, Probate & Trust Administration, Probate Attorney Contra Costa County, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Probates with Real Estate, Qualification for VA Aid & Attendance, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trusts, Sustainable Estate Planning Walnut Creek CA, Uncategorized, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
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. However, California has not to date implemented that law. Medi-Cal eligibility workers are required to use the 30 month look back period. […]
Baby Boomer Estate Planning, Baby Boomer Estate Planning, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, 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, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trusts, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
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 of IRA’s, 401k’s etc. These are so-called “qualified funds.” The only requirement is that the Medi-Cal applicant must be […]
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, Elder Law Attorney Walnut Creek, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney, 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, Senior Law Attorney Walnut Creek, senior law walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
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 various financial matters and transactions for you. Categories of these powers include real estate, banking, financial institutions, retirement plans, trust activities, […]