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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


I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.

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