We specialize in the following services:
ESTATE PLANNING
Estate planning documents we prepare on your behalf include, but are not limited to:
✓ Wills
✓ Revocable Living Trusts
✓ Asset Protection Trusts
✓ Durable Powers of Attorney for Financial Matters
✓ Limited Durable Powers of Attorney for Real Property
✓ Health Care Powers of Attorney
✓ Special Needs Trusts
✓ Probate
✓ Trust Administration
✓ Trust Termination
✓ Veteran’s Aid and Attendance Planning
MEDI-CAL PLANNING
Medi-Cal and Asset Protection strategies to include, but not be limited to:
✓ Review of current Estate Planning documents and update to allow asset protection as needed
✓ Medi-Cal Asset Protection strategies
Medi-Cal application, assisting client(s) in all phases of the application process.
- Standard applications
- Fair Hearings
- 3100 Petitions
- Future claims against the estateStandard applications
- Fair Hearings
- 3100 Petitions
- Future claims against the estate