Tag Archives: Medi-Cal Planning

Comfortable with Estate Plan Peparation by Judd Matsunaga

Posted on by
Reply

Judd Matsunaga did a great job helping us prepare an estate plan. My wife and I had very limited knowledge of revocable and irrevocable trusts and other estate planning tools prior to meeting Judd. He did an outstanding job explaining to us how an effective estate plan could benefit us. He patiently listened to our questions and made certain we understood the various estate planning and medi-cal planning concepts. Judd made a number of suggestions that allowed my wife and I to make informed decisions about our future. We felt very comfortable meeting with Judd and were appreciative of how generous he was with how much time he spent with us. We continue to use Judd for all of our estate planning needs and the people at Elder Law Services continue to provide us with excellent service. I highly recommend Judd Matsunaga, he is truly an expert attorney in his field.

William H.

Medi-Cal Planning and Asset Preservation

Posted on by
Reply

Judd Matsunaga’s emphasis is on Medi-Cal planning and preservation of assets, revocable living trusts, special needs trusts, powers of attorney and medical directives.

Because of the increasing costs of skilled nursing care, Judd provides expert legal advice on how to  qualifiy for Medi-Cal by using legal strategies to preserve assets through transfers, gifting and conversion.  Judd Matsunaga prepares all of the necessary legal documents to accomplish qualification and preservation.

Judd Matsunaga provides comprehensive  Medi-Cal Planning and Estate Planning services which provide you the opportunity to state your personal desires for health care and the handling of your financial affairs during your lifetime and to direct to whom your assets will be distributed upon your death. These services include the preparation of revocable living trusts to avoid probate, estate tax avoidance trusts, irrevocable trusts, wills, powers of attorney for financial affairs, medical directives, special needs trusts for disabled children or adults, and all the related documents required to ensure that your wishes and needs and taken care of.

What Is Medi-Cal Planning?

Posted on by
Reply

Medi-Cal Planning is about asset preservation. The high costs of nursing home care have been the cause of many middle-income families losing their homes and life savings. With Medi-Cal planning, those families could have preserved their major assets and could have had their nursing home bills paid for by Medi-Cal.
Medi-Cal is California’s Medicaid health care payment program. It is funded jointly by the state and federal governments. Medi-Cal  is designed to pay for the medical care of those California residents who have very limited income or resources. However, with some planning, people in the  middle-income tax brackets can qualify as well. Medi-Cal planning is complicated and often times the rules are updated each year. There are many rules governing which assets a person can keep, which assets can be transferred and to whom, and how much can be transferred at one time. If Medi-Cal Planning is done incorrectly, then it could  lead to a period of ineligibility or disqualification.  Elder Law Services of California has expert elder law attorneys available to provide you with a free consultation if you or a family member are considering  applying for Medi-Cal.
The expert  elder law attorneys at Elder Law Services of California can help you through the application process and design a plan for you that will preserve the maximum amount of your assets and income. Some accountants and financial planners will attempt to provide the same services for their clients. However, they may not know the intricacies of this area of law and are not authorized to give legal advice.  Call attorney Judd Matsunaga today at 1-800 403-6078 for a free consultation.