New Law: Medi-Cal To Dramatically Scale Back Estate Recovery

Q.  My husband receives a Medi-Cal subsidy to help with his nursing home expense, and I have long worried about protecting our home from a later Medi-Cal “payback” claim. I heard there might be some changes coming.  Do you know anything about this? A. Yes, indeed, there are big changes coming! Gov. Jerry Brown just signed… Read More »

Is Medi-Cal Planning Legal?

Q.  My wife is being cared for in a nursing home and the cost is running about $9,000 per month. I see our life savings and financial security dwindling rapidly, and I am concerned about my own financial future.  I was thinking about taking steps to qualify her for a Medi-Cal subsidy, but I wonder… Read More »

Action Plan After an Alzheimer’s Diagnosis

Q. My husband was just diagnosed with Alzheimer’s, but still seems to be generally okay. Are there legal steps we should take by way of planning for the future? A. Yes. Once you or loved one has been diagnosed with Alzheimer’s, it is important to take action to get your affairs in order. Here is… Read More »

New Transfer on Death Deed: An Alternative to a Living Trust?

Q. I hear that Governor Brown just signed a new law that makes it easier for a homeowner to transfer a home, on death, to his name beneficiaries without going through probate or creating a trust. Do you know more about this? A. Yes. The new law (AB 139) creates a Revocable Transfer on Death… Read More »