Medi-Cal Crisis Planning – Oct 2021 Recording

Description

Presenters: Fay Blix and Amy Haupert, Law Office of Fay Blix

California Medicaid rules are truly one of a kind – but we have asked some experts 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 series (total running time = 7 hours) you will receive an introductory course to Medi-Cal planning strategies so you can start your journey in helping Californians get the care they need while also ensuring their estates pass to their family.

AGENDA

Medi-Cal eligibility basics (1 hour, 20 minutes)

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

Crisis Planning Strategies
– 3100 Proceedings (Fair Hearings)
– Lowering Share of cost through Support Orders

Case studies: Applying what you learned

Complete case studies, Q&A