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Annuities and Medi-Cal Planning

When the Deficit Reduction Act (DRA) goes into effect in California, it will become even more difficult for a Medi-Cal applicant to use annuities as an effective piece in an overall Medi-Cal planning strategy. (However, they can still work well … Continue reading

Posted in Incapacity Planning, Inheritance Trusts, Medi-Cal | Leave a comment

How to Fix the Home Transfer Tax Trap!

In my last blog, I talked about the Home Transfer Tax Trap. Sometimes, when people try to save their homes from Medi-Cal estate recovery claims, they just make matters worse, because they do not think through the estate tax and … Continue reading

Posted in Medi-Cal, Real Estate, Retirement, Taxes | Leave a comment

Don’t Fall Into the Home Transfer Tax Trap!

I like to tell my clients that Medi-Cal planning is lot like playing chess. It’s easy to understand how all the little pieces are supposed to move, but there are literally billions of ways to play the first few moves … Continue reading

Posted in Medi-Cal, Retirement, Taxes | Leave a comment

Use Personal Service Contracts to Qualify for Medi-Cal Quickly, and to Enjoy a Higher Level of Care

Harry’s dementia has been getting worse and he will need nursing home care soon. His loving daughter, Grace, has already been spending 20 hours per week helping Harry – without charge – with dressing, eating, and other “activities of daily … Continue reading

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CUTMA is a Simple and Powerful Estate Planning Technique

The California Uniform Transfer to Minors Act (CUTMA) can be found in sections 3900 to 3925 of the California Probate Code. It provides a means for parents (and grandparents) to make gifts to their children, without the need for setting … Continue reading

Posted in Guardianship, Inheritance Trusts | Leave a comment

Saving Your Home from Medi-Cal Liens

The concern that our clients have about Medi-Cal liens is a bit of a misnomer. Actually, Medi-cal will rarely place a repayment lien on your home, even if you need to accept Medi-Cal benefits in order to pay for some … Continue reading

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East Bay Estate Planning Presentation – “Tips, Traps, & Solutions”

Please join us for an informative presentation about Estate Planning given by Bay Area Attorney Paul Hunt. Two chances to attend: Thursday, December 15th or Wednesday, December 21st Hawthorn Suites 1628 Webster Street Alameda, California 6:30 p.m. – 8:00 p.m. … Continue reading

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East Bay Estate Planning Presentation – “Tips, Traps, & Solutions”

Please join us for an informative presentation about Estate Planning given by Bay Area Attorney Paul Hunt. Two chances to attend: Thursday, December 1st or Wednesday, December 7th Gold Coast Grill 1901 Park Street Alameda, California 6:30 p.m. – 8:00 … Continue reading

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East Bay Estate Planning Presentation – “Tips, Traps, & Solutions”

Please join us for an informative presentation about Estate Planning given by Bay Area Attorney Paul Hunt. Two chances to attend: Tuesday, November 8th or Tuesday, November 15th Harbor Bay Isle Community Center 3195 Mecartney Road Alameda, California 6:30 p.m. … Continue reading

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East Bay Estate Planning Presentation – “Tips, Traps, & Solutions”

Please join us for an informative presentation about Estate Planning given by Bay Area Attorney Paul Hunt. Two chances to attend: Thursday, October 13th or Thursday, October 20th Park Blvd. Presbyterian Church 4101 Park Blvd. Oakland, California 6:30 p.m. – … Continue reading

Posted in Events, Seminars | Leave a comment