Lawyer For Seniors

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Email: Gene@LawyerForSeniors.com
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ArticlesPage 4

Those Darned Bypass Trusts: What Do We Do with Them?

By Gene L. Osofsky, Esq. * An Earlier draft of this article was first published in the Legal Network News of the California Advocates For Nursing Home Reform, Volume 23 No. 2, Summer 2012. It was designed for Elder Law attorneys practicing in California.                                               ———— Bypass Trusts Pose Special Problems for Medi-Cal Planning By Gene L. Read Full Article

Article Categories: Articles For Professionals, Estate Planning, Medi-Cal Planning, Trust Administration

What to Do When a Spouse Enters a Nursing Home?

Q.  My husband recently entered a nursing home and it appears he will be there for the long term. It is very expensive and I am concerned that we may lose our home and savings. Is there anything that we should do at this time? A. Yes. The first step is to take a deep Read Full Article

Article Categories: General Articles

Spouse on Medi-Cal? May Be Time To Change Your Will

Q. My husband is in a nursing home and has qualified  for a Medi-Cal subsidy to help with care expenses. To qualify, I was obliged to take his name off of most of our bank accounts, so that most everything is in my name now. However, I have my own health problems and I wonder Read Full Article

Article Categories: General Articles

Managing the Afterlife of Your Online Accounts

Q.  I do most of my banking and bill paying over the Internet, participate in Facebook and exchange e-mails with friends and family. What would happen to these online accounts when I die or if I became disabled and could no longer manage them?   A.  Great question. As we move further into the 21st century, Read Full Article

Article Categories: General Articles

Using Annuities in Long Term Care Planning

Q.  My wife and I do not have long-term care insurance and we are concerned about how we would pay the cost of care if one of us had to go into a nursing home, which I understand is very expensive. I heard that purchasing an annuity might help us qualify for a Medi-Cal long Read Full Article

Article Categories: Annuities, Medi-Cal Planning

Advance Care Planning: Making Sure Your Loved One’s Wishes Are Honored

Q.  Our parents are up in years and have become increasingly frail. I know that they both have definite wishes about advance care planning and end-of-life decisions. Any suggestions on how we might help them make sure that their wishes are honored? A. Yes, I do.  The first step is to begin the conversation.  There Read Full Article

Article Categories: General Articles

USING ‘UNAVAILABILITY’ TO REDUCE SPEND DOWN AND/OR SECURE RETROACTIVE MEDI-CAL ELIGIBILITY

                                            Practice Note: By Gene L. Osofsky, Esq., CFLS  Published in the Legal Network News, Fall 2010,  California Advocates for Nursing Home Reform For purposes of determining the countable assets available to the individual applying for Medi-Cal, an asset which is unavailable enjoys  for the time that it remains unavailable   the same status as an Read Full Article

Article Categories: Articles For Professionals

How the Medi-Cal “Look Back” Works

Q.  Prompted by the temporary increase in the gift tax exemption, my wife and I recently made gifts of $50,000 apiece to each of our 3 sons. Shortly thereafter my wife had a stroke and now needs full-time care in a nursing home. The cost is running about $7,500 per month and I need to Read Full Article

Article Categories: General Articles

Gov. Brown Signs Law to Extend to Same-Sex Couples and RDP’s Some Medi-Cal Protections of Married Couples

Recently, Governor Jerry Brown signed legislation seeking to extend to same-sex couples and Registered Domestic Partners (“RDP’s”) some of the Medi-Cal benefits enjoyed by married couples.  The legislation, known as AB 641,  was authored by assemblyman Mike Feuer, whose website summarizes the importance as follows: “Under current law, Medi-Cal’s long term care benefit helps to Read Full Article

Article Categories: General Articles

The Difference Between Alzheimer’s Disease and Dementia

Many people use the terms Alzheimer’s disease and dementia interchangeably, but they have very different meanings. Although dementia is a group of symptoms that include memory loss, the term itself doesn’t explain what is causing the symptoms. Alzheimer’s disease is the leading cause of dementia, but here are many other causes. Dementia is a general Read Full Article

Article Categories: General Articles


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  • General Articles (220)
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  • Elder Law (3)
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  • Divorce & Special Needs Planning (1)

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Serving The East Bay of San Francisco, and surrounding cities

 

TEL: (510) 247-2555
TEL: (925) 847-0737
FAX: (510) 247-0150

  

Other Resources

  • KDIA 1640 - Financing The Cost Of Long Term Care

Elder Law Blog

  • Legal Steps After an Alzheimer’s Diagnosis
  • Can Beneficiaries Be Changed After Death? The Disclaimer
  •  Do I Need To Update My Power of Attorney When Addresses Change?
  • Fixing a Problem Trust After the Death of a Spouse
  • Joint Tenancy vs Tenancy in Common: What’s The Difference?

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