Governor Brown signed SB 833 which includes major changes to the Medi-Cal Recovery program!
The budget bills signed by Governor Brown incorporated the provisions of SB 33 (Hernandez) and ensures: No recovery on the estates of surviving spouses Recovery will be limited to only what is required by federal law, i.e., for those 55+ years of age, nursing home facility and long term care services or any age if the person was “permanently institutionalized." Waivers of estate claims for homesteads of modest value The “Estate” from which the state can recover will be limite
Butler v. LeBoeuf
Filed June 20, 2016, Second District, Div. Six Cite as B259534 LeBouef was an estate planning attorney who was the principal beneficiary and the nominated trustee under a testamentary trust executed by Patton, a vulnerable elder. The trial court invalidated the gift to LeBouef under Probate Code section 21380, which provides that a gift to the drafter of a donative instrument is presumptively the product of fraud or undue influence. Despite LeBouef’s denial, the trial court d