Estate Planning Services

Medi-Cal Planning

Medi-Cal Planning is about asset preservation. It involves the purchasing, transferring, conversion and/or liquidating of assets to enable you or your loved one to qualify under Medi-Cal's test of income and resources.

 

If you cannot qualify for or afford long-term care insurance, you may need a Trust with special language which includes Medi-Cal strategies and pre-planning. Having a Living Trust is not enough. You need a Trust with special Medi-Cal language as well as a lengthy complex Power of Attorney which allows your agent to do a variety of strategies applicable to your own situation.

 

Learn More about Medi-Cal Planning at www.medi-calattorney.com

Seminars
Upcoming Seminars...

Please contact Marilyn Shea's office about upcoming seminars:

(760) 721-0600

“Very humorous… fast paced… easy to digest… real life situations explored.” —Mr. S.
“I have since become a grandfather to a beautiful granddaughter born with Down Syndrome. Even this was anticipated by the trust that Marilyn prepared. The provisions in the family trust provided for beneficiaries with disabilities. I hadn’t even paid attention to this language in our trust prior to her birth. In addition, Marilyn has discussed with my son and daughter-in-law the advantages of a Special Needs Trust.” —T.P., Vista

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