Medi-Cal Planning.

We help clients navigate the legal process of reallocating and restructuring assets to meet Medi-Cal eligibility. Without planning, families may be forced to spend down most of their savings before qualifying for Medi-Cal.

HOW IT WORKS

Our Process.

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STEP ONE - FREE CONSULTATION

We offer each client a free, no commitment consultation. We’ll discuss your needs at a high-level so that together, we can determine whether our firm is the right fit for your needs.

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STEP TWO - NEEDS ASSESSMENT

Once you engage our services, we’ll meet in person or via Zoom (your choice) to listen to you and understand the details of your case, then discuss your options and determine a plan of action.

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STEP THREE - EXECUTION

We move quickly to put the plan into action—handling the legal work, filing documents, communicating with any opposing parties, and advocating on your behalf.

THE BENEFITS

Why you should plan.

Medi-Cal planning (also called Medicaid planning) is often necessary for older adults or people with significant health issues because long-term care—like nursing home or in-home supportive services—can be extremely expensive, and private insurance or Medicare usually don’t cover it for the long term.

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    Protecting Assets

    Medi-Cal planning helps you protect your home, savings, and possessions you’ve worked hard for. With the right strategy, you can qualify for benefits while still leaving support for your spouse or family.

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    Qualifying Sooner

    The rules for Medi-Cal can be confusing, especially with strict limits on income and assets. Planning ahead makes it easier to qualify for benefits.

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    Avoiding Penalties

    Moving money or property at the wrong time can actually hurt your chances of getting Medi-Cal. Careful planning ensures everything is handled correctly so you don’t face unnecessary delays or disqualification.

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    Peace of Mind

    Knowing you’ll have the care you need without draining your family’s finances brings enormous relief. With a solid plan, you and your loved ones can focus on health and quality of life.

READY TO BEGIN?

Talk To A Lawyer.

Contact us today to schedule a consultation and take the first step towards resolving your legal matter.