Wednesday, May 15, 2024

Medi-Cal Updates

This session will focus on the momentous shift in the Medi-Cal eligibility landscape with the elimination of the asset test. Presenters will cover how to best advise your clients to make the most of the programs that are available and how to access them. This webinar will help you understand new policies and guidance issued by the Department.

Wednesday, May 22, 2024

Understanding Trust Income Rules After Elimination of the Medi-Cal Asset Test

This session will focus on the treatment of Trusts after January 2024 Medi-Cal eligibility changes as well as California's income rules. The presenter will review California’s trust regulations and Medi-Cal Eligibility Procedures Manual guidelines on how to treat income generated by trust assets when such income is received and distributed to or for the benefit of aMedi-Cal beneficiary. This webinar is vital for any estate planner working with Medi-Cal beneficiaries or applicants who may be able to avoid a share of cost. 

Presenter: Peter Stern, Esq., Palo Alto

Wednesday, May 29, 2024

Navigating Change: The Impact of Eliminating Medi-Cal’s Asset Test on Special Needs Planning 

Explore the complexities of special needs planning following eliminating Medi-Cal’s asset test. This session will cover the foundational rules and strategic use of traditional planning tools, including (d)(4)(A) SNTs, Pooled SNTs, ABLE Accounts, and Third Party SNTs. It will also address the advantages of deploying an OBRA 93 Trust compared to other instruments. Through detailed case studies, participants will deepen their understanding of these tools’ practical applications in common scenarios, enhancing their capability to optimize client outcomes.

Presenter: Kevin Urbatsch, Esq.,The Urbatsch Law Firm, P.C.,  Berkeley