Lawyer For Seniors

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Pleasanton: (925) 847-0737
Email: Gene@LawyerForSeniors.com
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Article Category Medi-Cal Planning

SNT’s Can Protect Public Benefits In Divorce. Revised

[This article originally appeared in the Legal Network News published by California Advocates For Nursing Home Reform, Fall 2017, Vol 28, No.3. It was designed for a readership of California Elder Law and Special Needs Attorneys. It has been updated and revised  as of January 7, 2021.] *** As Elder Law attorneys, we are all Read Full Article

Article Categories: Articles For Professionals, Medi-Cal Planning, Special Needs Planning

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

Practice Note for Elder Law Attorneys: By Gene L. Osofsky, Esq  .[i] 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 asset which is “exempt”.  We often think that an Read Full Article

Article Categories: Articles For Professionals, Elder Law, Medi-Cal Planning

The American Health Care Act (AHCA): Now Pending In U.S. Senate

Below is a summary of the key provisions of the The American Health Care Act (AHCA),  narrowly passed by the House of Representatives in early May, 2017. It is now pending in the U.S. Senate:  The House of Representatives narrowly passed this bill in early May, by a margin of 217 to 213, with 20 Republicans Read Full Article

Article Categories: Current Events, Health Care, Medi-Cal Planning

Proposed VA Asset Transfer Regulations Will Change Our Approach to Planning

On January 23, 2015, the Department Of Veterans Affairs issued proposed regulations which would make significant changes to the determination of Net Worth, the treatment of pre-application Asset Transfers, and the deductibility of medical expenses in determining countable income.  [1]  To the extent these become final, they will dramatically impact planning strategies that advocates have Read Full Article

Article Categories: Articles For Professionals, Medi-Cal Planning, Veterans Pension Planning

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

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

Article Categories

  • General Articles (220)
  • Articles For Professionals (10)
  • Medi-Cal Planning (6)
    • Annuities (1)
  • Estate Planning (6)
  • Current Events (5)
  • Health Care (4)
  • Trust Administration (3)
  • Elder Law (3)
  • Tax Law (2)
  • Special Needs Planning (2)
  • Veterans Pension Planning (1)
  • Retirement Planning (1)
  • 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

  • Protect Your Trust Against A Post-Mortem Contest
  • Are Your Estate Planning Documents HIPAA Compliant?
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  • Consider Tax Savvy Year End Gifts To Family

Recent Articles

  • Special Needs Planning & Divorce:
  • SNT’s Can Protect Public Benefits In Divorce. Revised
  • New ‘Secure Act’ Makes Big Changes To IRA’s and Other Retirement Plans
  • The New CA Decanting Statute: Some Advisory Cautions *

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