Estate Planning for Clients Facing Future Long-Term Care Costs
My partner, Maya Pinchman, and I recently published a chapter in the CEB treatise “Complete Plans for Small and Mid-Size Estates.” The Chapter is entitled: “Estate Planning for Clients Facing Future Long-Term Care Costs.” Continuing Education of the Bar • California (CEB) is a program of the University of California that is cosponsored by the State Bar of California. We wrote this chapter to guide estate planning attorneys in drafting plans for their clients as we commonly e
SB 1124 - California’s Medi-Cal Recovery System
SB 1124 (Hernandez) will be heard in the Senate Appropriations Committee on April 28, 2014. SB 1124 includes the most important Medi-Cal Recovery changes since 1993, when the current law was passed via Governor Wilson’s budget proposal. Responding to consumer concerns and consumer outrage at being forced to apply for Medi-Cal Expansion if their income is too low for Covered California; being forced to obtain coverage via a Medi-Cal managed care program; being denied informat
California's Coordinated Care Initiative
The Coordinated Care Initiative (CCI) is a new state program that changes the delivery of health care services to individuals receiving both Medicare & Medi-Cal (Dual Eligibles) living in eight California counties: Alameda, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Mateo, and Santa Clara. To really understand what the CCI is and who is affected, you have to travel back in time to 2010 and the passage of the Affordable Care Act (ACA). The ACA created a Med
Does the State of California Owe You Money?
The State of California is currently in possession of more than $6.9 billion in Unclaimed Property belonging to approximately 24.9 million individuals and organizations. The State acquires unclaimed property through California’s Unclaimed Property Law, which requires “holders” such as corporations, business associations, financial institutions, and insurance companies to annually report and deliver property to the Controller’s Office after there has been no customer contact f
