Medicaid (Medi-Cal) Planning

When determining whether an individual qualifies for Medicaid, states impose both functional and financial tests. Functional means that the applicant must demonstrate medical need. Financial means that such an individual must demonstrate financial need. With proper planning though, it’s possible to meet the financial need prong even if assets exceed the threshold amount set by the state.

In California, Medicaid is known as Medi-Cal and California has a distinctly different approach to Medicaid rules as compared to the other states. Therefore, it is imperative that if you are interested in pursuing Medi-Cal long term care benefits, you must work with an experienced and qualified elder law attorney who regularly assists clients with this complex planning area.

My colleague and friend Tereina Stidd, an estate planning expert, explores the national Medicaid landscape. Read on to learn more. 

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Timothy P. Murphy

Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.

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