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Ask an Attorney – Paranoia, Living Trusts & More

When people call me, wanting to “ask an attorney,” it is often about aging parents,  paranoid elders, living trusts, and power of attorney.  Below you will find answers to some of the more frequently asked questions. They may be of help to you or a friend. This is something most of us face. It can […]

What is a Durable Power of Attorney for Finance?

What Assets Should Be in the Name of the Trust?

Clients often have questions about whether their assets should be in their personal name or in the name of the trust. In addition, there is often confusion regarding the difference between a Successor Trustee and the person to whom you have assigned Durable Power of Attorney for Finances. With any luck this article will clear […]

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Medi-Cal Loopholes and Exempt Assets

Medi-Cal is the California version of the federal Medicaid program.  Medi-Cal is linked with all public assistance programs, such as Supplemental Security Income and In Home Supportive Services.  It even pays for nursing home care when an individual needs long term care after MediCare expires. Often individuals or couples qualify for this public assistance even […]

Information Regarding Public Assistance and MediCal

Disinheritance Not Necessary for MediCal

It’s a common myth that an inheritance and MediCal are mutually exclusive. Sometimes a client will want to disinherit a disabled adult child because that child is receiving public assistance. As many of you may know, public assistance is a “needs based” payment of money or entitlement to services (such as medical care).  Therefore, a […]