There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
Medi-Cal Eligibility and State Recovery
Trusts and Estates Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
California is still under the 1990 draft regulations for transfers and spousal protections. This presentation will go over the eligibility basics and then treat strategies for eligibility for single and married applicants, using our existing transfer rules and keeping an eye on possible adoption of the Deficit Reduction Act rules. We’ll then look at recovery avoidance strategies, including steps to take when single applicants own a personal residence but have not sheltered it from recovery. We will then look at new Social Security rules as they affect us when we plan for disabled or other special needs persons on Medi Cal and other public benefits.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
Customers Who Bought This Item Also Bought
(OnDemand) 2019 Summer Trusts and Estates Education Conference: Probate One Day Evidentiary Hearings for Non-Litigators
(OnDemand) Until Death Do Us Part: Marital Property Characterization in the Postmortem Setting
(OnDemand) How to Get Rid of a Dead Body
(OnDemand) Suspension and Removal of Trustees
(OnDemand) Care Custodians and Spouses: New Legislation Affecting Their Rights
(OnDemand) Estate Planning for Same-Sex and Unmarried Couples: Post-Obergefell
(OnDemand) Powers of Attorney – Myths, Management and Litigation
(OnDemand) A Practical Explanation of Estate Tax Return Preparation
(OnDemand) Property Taxes: Pitfalls, Practical Solutions, & Advising Clients on Pros & Cons of Proposition 19
(OnDemand) 2020 Annual Meeting: Case Law and Other Changes in Trusts and Estates Practices
(OnDemand) 2020 California Tax Bar and California Tax Policy Conference: : Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy
(OnDemand) Contested Non-probate Transfers – When the Estate Plan Trumps
We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
Adding Registration, Please wait...
