Medi-Cal Residence Trust

Medi-Cal planning and asset protection 

1. Avoid probate and State Medi-Cal recovery lien for nursing home costs.

2. Keep current income tax deductions on home.

3. Asset, creditor and divorce protection for the beneficiaries.

4. Keep control over most valuable asset even after disability.

5. No 36-month look-back period:  can transfer assets immediately without waiting.

6. The DRA of 2005 have set dramatic new limits on Medi-Cal Planning but there are still opportunities.  For more information go to our Elder Law Blog.  Click news feeds above.

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