Medi-Cal Estate Recovery Claim

Dear Len & Rosie,

My friend's husband died two years ago after spending a year in a nursing home. He was a recipient of Medi-Cal. After his death, the state sent out an estate claim form asking about his assets. She was advised by an attorney at that time that, as a widow, her house would automatically pass on to her children. Last month, the director of the funeral home I know said that it wasn't so. He said that the state could step in and her children would have to fight to get their inheritance.

Marge
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Written by Len Tillem On Tagged , , , ,

Medi-Cal and Asset Preservation

Dear Len & Rosie,

It looks like my mother needs nursing home care soon, probably in the next year. I asked a lawyer friend of mine if there's anything that can be done to protect my mother's home and her $200,000 in savings. He said he heard that it would take five years to qualify my mother for Medi-Cal benefits. But he also said he doesn't do elder law like you (he's into securities) so I should ask someone who works in the field. Is there anything my mother can do to protect her assets?

Kelli
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Written by Len Tillem On Tagged , ,