Please click the attached to view a short video on a Medi-Cal After Acquired Asset Strategy. The couple’s home is transferred from the ill spouse to the well spouse. After we qualify the ill spouse for Medi-Cal, the home can be sold by the well spouse without disqualifying the wife for Medi-Cal. You will of […]
Category Archives: VA Attorney Walnut creek
Aid & Attendance Brentwood, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Brentwood Attorney Senior, Brentwood CA Asset Protection Attorney, Brentwood Elder Law Atorney, Brentwood Elder Law Attorney, Brentwood Nursing Home Attorney, Brentwood Senior Law Attorney, CA Attorney Asset Protection, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal eligibility Concord CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney 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, Walnut Creek Medi-Cal Qualification
Will Medi-Cal Let Me Make Gifts To My Wife Without Penalty?
Will Medi-Cal Let Me Make Gifts To My Wife Without Penalty? YES! For qualification for Medi-Cal, there is presently a 30 month look back period for making gifts. But this look back period does not apply between spouses. We have discussed in previous blogs how to properly transfer the home between spouses in order to […]
Aid & Attendance Brentwood, Alzheimer's Care, Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Brentwood Attorney Senior, Brentwood CA Asset Protection Attorney, Brentwood Elder Law Attorney, Brentwood Nursing Home Attorney, Elder Law Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Brentwood, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, 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
Will Medi-Cal Take My Home?
We often receive calls in our office from people asking, “Is Medi-Cal going to take my home?” The answer to this question should be NO through proper long term care planning with your elder law attorney. To understand the issues involved, we must first look at the Medi-Cal regulations. In addition we must confirm that […]
Aid & Attendance Brentwood, Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Attorney, Brentwood Nursing Home Attorney, Brentwood Senior Law Attorney, Elder Law Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Senior Law Attorney Walnut Creek, Special Needs Trusts, Sustainable Estate Planning Walnut Creek CA, VA Aid & Attendance Attorney Walnut Creek, VA Attorney Walnut creek, walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
What assets can you keep when qualifying for Medi-Cal?
What assets can you keep when qualifying for Medi-Cal? Your Home: Your home is generally exempt, or not counted, in determining eligibility for Medi-Cal. The Medi-Cal applicant, or their representative, must express an intent to return home. This is confirmed on the Medi-Cal application. It is also confirmed when you execute your estate planning documents […]
Aid & Attendance Brentwood, Alzheimer's Care, Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Probate Attorney Contra Costa County, Qualification for VA Aid & Attendance, 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 Brentwood, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Estate Plans For The Older Client Are Different
The plain vanilla estate plan, which most people have, is designed for the younger client. The main purposes of this estate plan are to avoid probate court and to provide for the distribution of assets to heirs upon death. It will also minimize estate taxes. Estate plans for the older client include all of the […]
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 & attendance benefit, aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Antioch Attorney Senior, Antioch Elder Law Attorney, Baby Boomer Estate Planning, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Hospice Care, Medi-Cal attorney, 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 Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate Attorney Contra Costa County, Senior Law Attorney Concord, senior law walnut creek, Special Needs Trusts, Sustainable Estate Planning, Sustainable Estate Planning Walnut Creek CA, VA Aid & Attendance Attorney Walnut Creek, VA Attorney Walnut creek, Veteran's Benefits, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
2015 CA Medi-Cal Quick Reference Guide
The State of California has changed some of the Medi-Cal qualification figures and requirements for 2015. A brief listing of these changes and requirements is set forth below: Community Spouse Resource Allowance (CSRA) $119,220 This is the amount that the community, or (at home) well spouse can retain in liquid assets. This amount does not include exempt […]
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 and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Atorney, Brentwood Nursing Home 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, Medi-Cal Attorney Walnut Creek CA, Nursing Home Attorney Walnut Creek, parkinson's disease, Pleasant Hill Senior Law Attorney, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Little Known Law May Help Seniors Pay for Long Term Care
On August 17, 2006, the President signed into law The Pension Protection Act of 2006. This law, which came into effect in 2010, can be very helpful to Baby Boomers and older clients who are looking for ways to private pay for long term care without coming up with additional funds. Many of our clients […]