Long-Term Care Planning

Long-Term Care Planning

Senior citizens with limited savings are almost certain to need assistance at some point, and it is wise to incorporate Medi-Cal and veteran’s benefits (if applicable) into your estate plan.  Qualifying for benefits poses numerous challenges and pitfalls for the unwary, and experienced legal counsel is critical.

Medi-Cal Planning

The good news is that fully half of California’s long-term care residents depend on Medi-Cal to fund their care.  The bad news is that a stringent $2,000.00 asset threshold and a punishing 2½ year look back period can penalize seniors who fail to plan ahead.


Our office is skilled in evaluating and restructuring estates to qualify our clients for Medi-Cal while preserving their assets.

Veteran’s Benefits

The Aid and Attendance benefit for qualified veterans is one of the VA’s best-kept secrets. It provides benefits for veterans and surviving spouses who require regular assistance with the activities of daily life.   The Aid and Attendance pension benefit can provide up to $1,912 per month to a veteran, $1,230 per month to a surviving spouse, or $2,266 per month to a couple (as of 2020).


To qualify for this benefit, veterans must meet stringent financial criteria and may need to restructure their assets.  Do not attempt to restructure your assets without legal assistance.

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