Medi-Cal Asset Preservation Planning


Many people believe they can only qualify for Medi-Cal (Medicaid in other states) and have help paying for nursing home expenses if they first become impoverished. However, many years ago Congress passed legislation specifically designed to avoid the impoverishment of the spouse of a nursing home resident when the well spouse is still living at home.

In assisting our clients with Medi-Cal applications and asset preservation planning, we provide advice on what they can do to qualify for Medi-Cal benefits and, at the same time, preserve the assets which they have worked all of their lives to accumulate.

We often find that there are many misconceptions about the Federal Medicaid law and in particular its implementation under California's Medi-Cal system which is very complex. In advising our clients concerning preservation of their assets we can also review what may be done to avoid a recovery claim by Medi-Cal following the death of the benefit recipient.

©2000 PS&P

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