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Getting Started in Medi-Cal Crisis Planning – Sept. 2022 Recording


Recorded Online Course: September 9, 2022

CLE: 7 hours
Includes: Recording + Materials

SKU: MCCP-0922 Category:


Presenter: Heather R. Chubb, J.D., The Chubb Law Firm

California Medicaid rules are truly one of a kind—but we have asked an experienced California practitioner to teach them to you. The California program (called Medi-Cal) can help your clients pay for the high costs of long-term care. We have created a course that will give you an introduction to the strategies specific to California as a first step in adding these services to your law practice.

In this video you’ll receive Medi-Cal planning strategies that can start your journey in helping Californians get the care they need while also ensuring their estates pass to their family.


Quick review: Basics of Medi-Cal eligibility (Current Medi-Cal Rules)
– Assets/Eligibility
– Income/Share of Cost
– Transfer Rules
– Spousal Protection & Income Protection
– Estate Recovery
– HCBS Waiver Programs

Crisis Planning Strategies
– Transfers and Gifts
– Dealing With the Home
– Spousal Protection Rules
– 3100 Proceedings (Fair Hearings)
– Lowering Share of Cost Through Support Orders

Case studies: Applying What You Learned

Complete Case Studies, Q&A