Words of Praise

“I had the opportunity to read your book and loved it. This is a book I would be happy to give my clients, as I believe it would assist them in understanding the process. This is a wonderful book!”

- Christina Stone, JD
Attorney, certified specialist estate planning, trust and probate law
La Habra, CA

About the Book

Contents



Prologue xiii
About the Author xviii
Acknowledgements xix
Introduction xxi

1. GREAT UNCLE PAT 1
Our four choices for long-term care

2. GRANDMOTHER 7
When income does not count as an asset

4. GRANDMOTHER’S CRISIS, PART II 11
Put it in a Box™ to gain eligibility

5. MOTHER 23
Evaluating options for Mother’s care

6. DAD AND MOM 33
Generous provisions for married couples

7. ENDS OF THE ECONOMIC SPECTRUM 53
Automatic eligibility to extreme circumstances

8. SUE AND HOWARD 59
Wife’s assets and income increased through fair hearings

9. BARBARA, THE GOOD DAUGHTER 65
Caring for the caregiver

10. PEACE OF MIND INSURANCE
69
How to avoid Medi-Cal and improve long-term care options

11. CHOOSING A MEDI-CAL ADVISOR 87
Questions to ask prospective Medi-Cal advisors

12. ELIGIBILITY WORKERS HAVE FEELINGS, TOO 93
Treat Medi-Cal workers as people, not bureaucrats

13. LEGITIMATE TRANSFERS 99
Rules and sanctions for gifting assets and applying for benefits

14. HOW MUCH DO I OWE MEDICAL 105
With prior planning, Medi-Cal recovery is optional

GLOSSARY OF MEDI-CAL TERMS 111

COUNTY SPECIFIC FORMS


 

 


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