Can an ABLE Account Be an Alternative to a Special Needs Trust

Can an ABLE Account Be an Alternative to a Special Needs Trust

Can you save money for my loved one with special needs without the hassle of a special needs trust? Yes you can! This presentation explores how ABLE accounts work and their advantages and disadvantages as possible alternatives to special needs trusts.

How to Get on Medi-Cal Without Losing Your Entire Estate

Can you obtain Medi-Cal without losing your entire estate? Yes, you can! This presentation explains how, in light of the new developments in Medi-Cal law. This presentation starts with the distinctions between Medicare, Medicaid, and Medi-Cal, and overviews how to qualify for each of these healthcare services. While the asset limits in California are being removed for Medi-Cal qualification, the State’s ability to recover for its expenditures from the recipient’s estate after death remains. However, with careful planning, Medi-Cal estate recovery is entirely avoidable.