1.5 Participatory MCLE Credits and 1.5 Legal Specialization in Estate Planning; Trust & Probate Law

This webinar will explain the new rules the Department of Health Care Services has released as it struggles to make the trust regulations adopted after OBRA 1993 mesh with no-asset-limits Medi-Cal. For patients in long term care, the route to eligibility will be easier. Residents of memory care units or assisted living facilities will find it as impossible as ever to qualify for Medi-Cal help in paying the steep monthly fees. And for applicants at home, there are many promising waiver programs that can help. Navigating the income rules will be the challenge for all programs.

On a positive note, we will no longer have to worry about transfers made after 2023; and we have many tools to avoid estate recovery. The webinar will discuss sample cases and look at alternative planning approaches.

Speaker: Peter S. Stern

Non-Member Price – $187.50
Member Price – $97.50

Peter S. Stern is a Certified Specialist in Estate Planning, Trust & Probate Law. He practices law in Palo Alto, where he emphasizes estate planning, conservatorship practice, special needs planning, and elder law. He received his J.D. from Stanford Law School. He is a Member of the American College of Trust and Estate Counsel, for which he chaired the Elder Law Committee from 2018 to 2021, and he is a former chair and member of the Trusts and Estates Executive Committee [TEXCOM] of the California Lawyers Association. He lectures frequently on Medi-Cal and conservatorship matters.