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Monthly Archives: February 2018

Using ‘Unavailability’ As a Medi-Cal Spend Down Strategy

Q. I need to qualify my mother for a Medi-Cal subsidy to help pay for her nursing home care, due to her progressive dementia. However, she has about $20,000 in a bank account with just her name on it, and no power of attorney in place to allow me to draw upon it. I was… Read More »

Posted February 15, 2018 by Gene Osofsky & filed under Elder Law, Medi-Cal Planning, Powers of Attorney.

Why Amending A Trust Isn’t Always A Simple Task

Q. My late wife and I set up a trust about 10 years ago, and now I want to change the Successor Trustee and remove a beneficiary. Is that a simple thing to do? A. Like so many things in life, it depends. Here are some of the considerations: Is It Amendable?  Not all trusts… Read More »

Posted February 1, 2018 by Gene Osofsky & filed under Estate Planning, Medi-Cal Planning, Trust Administration.

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Gatehouse Plaza Professional Building
1290 “B” Street, Suite 208
Hayward, CA 94541

Branch Office At Stoneridge Mall
in Pleasanton, CA 94588

 

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

  
Gene L. Osofsky

Other Resources

  • KDIA 1640 - Financing The Cost Of Long Term Care

Elder Law Blog

  • Does Your Trust Contain A ‘Poison Pill’?
  • Take Advantage of the Medicare Open Enrollment Period; Reassess Your Options
  • Settling a Small Estate Without Probate
  • How Can We Save Mom’s Home While She’s In A Nursing Home On Medi-Cal?
  • Should I Name All of My Children As Co-Trustees of My Trust?

Recent Articles

  • The New CA Decanting Statute: Some Advisory Cautions *
  • USING ‘UNAVAILABILITY’ TO REDUCE SPEND DOWN AND/OR SECURE RETROACTIVE MEDI-CAL ELIGIBILITY
  • How Will Tax Reform Impact Seniors and Persons with Disabilities?
  • SNT’s Can Protect Public Benefits In Divorce

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