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Medi-Cal Estate Recovery Update

  • Aug 9, 2018
  • 1 min read

The State of California made changes to its Medi-Cal Estate Recovery Laws effective January 1, 2017.

The current rules are not easy to find as they are in the current recovery regulations (as modified by SB 833), and approved by the Centers for Medicare and Medicaid Services.

For your reference, the California Advocates of Nursing Home Reform has a helpful "Fact Sheet" summarizing the current rules:

The most notable changes effective as of January 1, 2017 are: (1) the Estate Recovery is now limited to assets passing through probate, (2) there is no recovery if the Medi-Cal recipient is survived by a spouse, and (3) a hardship waiver may be requested where the estate property is a home of modest value.

I hope you find this information helpful.


 
 
 

1 Comment


Nancy Wheeler
Nancy Wheeler
3 days ago

I found the update on Medi-Cal estate recovery very informative because it explains how policy changes can affect families and long-term financial planning. It reminded me of a conversation I had with relatives about the importance of understanding legal and financial matters before making major decisions. During that period, I used the engineering dissertation writing service while managing a demanding academic project, which helped me stay organized and focused. The post is a good reminder that staying informed about policy changes can make a significant difference in future planning. Your post makes me smile.

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