The Transfer Penalty
The second major rule of Medi-Cal eligibility is the penalty for transferring assets. Congress does not want you to move into a nursing...
Resource (Asset) Rules
In order to be eligible for Medi-Cal benefits, a nursing home resident may have no more than $2,000 in “countable” assets. The spouse of...
Introduction
Medicaid (called “Medi-Cal” in California and “MassHealth” in Massachusetts) is a joint federal-state program that provides health...
Treasury Green Lights Longevity Annuities In 401(k)s and IRAs
According to a recent Forbes Article: More employees should be seeing longevity annuities in their 401(k) line-up, thanks to final rules...
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...
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...