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Protecting Assets While Qualifying for Medi-Cal Seminar

Protecting Assets While Qualifying for Medi-Cal Seminar

November 14, 2019

9:00 am

Crowne Plaza Sacramento | 5321 Date Avenue | Sacramento, CA 95841

A basic understanding of the Medi-Cal asset protection process and educating Americans about long-term care costs is crucial for all professionals who work with seniors and their families. This seminar will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medi-Cal eligibility.

Get the Latest on Medi-Cal Application and Asset Planning Tactics.

Course Benefits:

  • Learn income eligibility requirements when applying for Medi-Cal
  • Know exemptions to protect your clients' interests
  • Employ most practical and effective asset transfer methods to comply with the spend-down retirement
  • Explore crisis planning methods to restore Medi-Cal benefits ASAP
  • Guide clients through the Medi-Cal qualification process

Who Should Attend

This basic level seminar is designed for:

  • Attorneys
  • Nursing Home Administrators
  • Social Workers
  • Geriatric Care Managers
  • Trust Officers
  • Accountants and CPAs
  • Estate and Financial Planners
  • Paralegals

Agenda / Course Content

  1. 9:00am - 10:00am | Applying for Medi-Cal - The Four Eligibility Requirements - Presented by Heather R. Chubb from The Chubb Law Firm
  2. 10:15am - 11:15am | Pre-Need Asset Planning - Presented by Heather R. Chubb from The Chubb Law Firm
  3. 11:15am - 12:15pm | Crisis Planning and Assistance
  4. 1:15pm - 2:15pm | Trust-Based Medi-Cal Planning in Detail
  5. 2:15pm - 3:15pm | Using Special Needs Trusts - Sample Trust Review
  6. 3:30pm - 4:30pm | Applied Legal Ethics

For more details and how to register, click the button below.

Free Resources


Heather was wonderful. She explained, in understandable terms, why it is important to establish an estate plan. I never realized what would happen, without a plan in place, and we could not bear the thought of our child in arms of absolute strangers while the court system sorted out his future.

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