Attorney Dale Bethel gives a presentation on the ins and outs of Medi-Cal qualification in California and what can be done in order to save one's estate by avoiding a Medi-Cal spend down and a recovery claim from the state of California.

Our, next video will be a detailed discussion on everything you need to know about Medi-Cal and long-term care in California. However, we wanted to highlight a portion of that discussion here about some of the problems that can affect eligibility and qualification for Medi-Cal in California.

The Estate and Gift Tax exemption levels have again increased for 2023 under the 2017 Tax Cuts and Jobs Act (the Trump Tax Cuts). However, these increases may not last forever and will have an impact on how one does their estate planning and qualifies for long-term care.

When should you begin planning for Medi-Cal and long-term care and what steps can you take before applying? Planning for a loved one's care is very difficult and not properly planning can be an expensive and time draining matter. Learn what you need to do before trying to qualify for Medi-Cal in California.

Planning for long-term care and nursing homes is challenging. Sometimes we may miss the warning signs that a loved one needs help until it's too late. Attorney Dale Bethel discusses what to look out for so you aren't caught unaware and can plan for Medi-Cal if needed.

Attorney Andrew Bethel discusses the ins and outs of changing Trustees. The Trustee of a trust is the boss meaning there must always be someone in the office. Removal, resignation or death of a trustee are complicated matters to address and have a lot that one should be aware of when working with a trust.

Being a trustee of a trust can feel like having a full-time job. Under the CA Probate Code, trustees are entitled to compensation. The question then is, how much compensation to trustees get? How is it calculated?

Who do you trust to be in charge of your estate after you die? Being a trustee is a large responsibility and entails needing to do a lot of work. Your trustee needs to be a responsible person but what else needs to be considered when picking a trustee?

What happens to a trust when one spouse dies? The answer almost entirely hinges on whether one of two words is present and governs whether the trust is amendable and revocable by the survivor, whether the trust is then set in stone, or must be split into subtrusts.

What happens if co-owners of a property in joint tenancy die at the same time? What if there was a trust? For property in joint tenancy, the answer depends on whether the death is truly simultaneous under the law. A good Trust will have provisions to account for such a situation.