Special Estate Planning Issues
...for our Medi-Cal and Disabled Clients and their Families
Incapacity or disability issues can present unique planning challenges best handled by an Elder Law Attorney. This is particularly true if it is anticipated that a family member may need Medi-Cal Long Term Care coverage or Federal SSI benefits. Existing family trusts and powers of attorney often lack the language needed for effective Medi-Cal or SSI planning. Many have terms that will actually cause a loss of benefits. An elder law attorney familiar with disability planning can draft an integrated estate plan that will:
Assist, not hinder, the ability to qualify for Medi-Cal or SSI
Avoid disqualification from existing Medi-Cal or SSI benefits, while providing extra resources for enhanced care and quality of life
Give family members flexibility to address and respond to changing circumstances, care, and planning needs
Help protect assets from State recovery actions
We are familiar with the estate planning issues posed by age, disability and government benefit programs. We would be pleased to discuss your family situation, and draft an estate plan that would take into account your family’s present and future planning needs.
San Diego Elder Law Center
Philip P. Lindsley,
Attorney at Law
(619) 235-4357