Our unique combination of experience in Elder Law and preparing estate documents allows for efficient litigation strategies with effective results for both defendants and plaintiffs. We are recognized for extensive experience with estate issues as – General Conservatorships. Financial elder abuse. Undue influence upon the formation of legal instruments (powers of attorney, wills, trusts,...
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Asset Protection – Avoid Medi-cal Lien on Home        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 60-month look-back period: can...
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California law allows the community spouse to retain a certain amount of otherwise countable resources available to the couple at the time of application. This is called Community Spouse Resource Allowance (CSRA) and it increases every year according to the Consumer Price Index. The current (2010) CSRA is $109,560.
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If you need to wrap up the affairs of a deceased family member or friend in California, follow these steps: read the will or trust determine who inherits property if there is no will file probate paperwork with the superior court take inventory and appraise the property collect life insurance and other benefits transfer...
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