Resource (Asset) Rules
In order to be eligible for Medi-Cal benefits, a nursing home resident may have no more than $2,000 in “countable” assets. The spouse of...
Introduction
Medicaid (called “Medi-Cal” in California and “MassHealth” in Massachusetts) is a joint federal-state program that provides health...
Treasury Green Lights Longevity Annuities In 401(k)s and IRAs
According to a recent Forbes Article: More employees should be seeing longevity annuities in their 401(k) line-up, thanks to final rules...
Estate Planning for Clients Facing Future Long-Term Care Costs
My partner, Maya Pinchman, and I recently published a chapter in the CEB treatise “Complete Plans for Small and Mid-Size Estates.” The...
SB 1124 - California’s Medi-Cal Recovery System
SB 1124 (Hernandez) will be heard in the Senate Appropriations Committee on April 28, 2014. SB 1124 includes the most important Medi-Cal...
California's Coordinated Care Initiative (part 2)
There are four MediConnect Plans in San Diego: Care1st Cal MediConnect Plan 1-855-905-3825 • www.care1st.com/ca/calmediconnect...
California's Coordinated Care Initiative
The Coordinated Care Initiative (CCI) is a new state program that changes the delivery of health care services to individuals receiving...
Does the State of California Owe You Money?
The State of California is currently in possession of more than $6.9 billion in Unclaimed Property belonging to approximately 24.9...
Complexities of Choosing an End Game for Dementia
DEDHAM, Mass. — Jerome Medalie keeps his advance directive hanging in a plastic sleeve in his front hall closet, as his retirement...
2015 Estate, Gift and GST Rates
Tax Exemption Inflation Increases for 2015: In 2015, there is a $5,430,000 federal estate tax exemption (increased from $5,340,000 in...
