Preserving Your Estate: Medi-Cal Planning for Yourself

Roy W. Litherland,Estate Planning & Elder Law Attorney

Learn:
(1) How to Protect Your Wealth from Catastrophic Nursing Home Costs,
(2) How proper planning can protect assets,
(3) Why “traditional estate planning” won’t help with Nursing Home Costs,
(4) The difference between immediate need and long-term planning,
(5) Why regular Living Trusts can ruin your Nursing Home planning,
(6) What documents you need to plan properly, and
(7) How to use “Medicaid/Medi-Cal Triggers” in your planning.

How is this related to adult children with special needs? More of your estate remains to support your son/daughter.

This session was sponsored by Parents Helping Parents, php.com. Our thanks to Trudy Grable.

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Medi-Cal Illustration for Roy's presentation:

Click the image above for Roy's slides.

Click here for the video of Roy's presentation.

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