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Medi-Cal Planning from A-Z (Download)


Topics Covered:

  • What Does It Mean to Have a “Medi-Cal” Planning Practice
  • Current Medi-Cal Eligibilty Rules
  • Exempt Transfers
  • Crisis Planning Strategies
  • Filling Out a Medi-Cal Application
  • Conducting An Effective Initial Consultation

By: Fay Blix, Esq. & Dallas Atkins, Esq.
Recorded: October 9-10, 2014


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Please note: Once course is completed, please contact [email protected] to receive your state MCLE packet.

This two day course discussed in detail what it means to have a Medi-Cal Planning Practice, how to conduct an effective initial consultation, the current Medi-Cal rules and many other important items including case studies!

  • Current Medi-Cal Rules:
    • Assets/ Eligibility
    • Income/Share of Cost
    • Transfer Rules
    • Spousal Protection and Income Protection
    • Estate Recovery 
  • Conversion
  • Transfers/Gifts
  • Brief Introduction: Increasing Community Spouse Resource Allowance, and much more!

Once your order is placed, a download link will be available in the MY DOWNLOADS/COURSES section of your profile.