Judd Matsunaga's Blog » Uncategorized

Working with Judd Matsunaga on Asset Preservation for our children

admin — Thu, 24 Sep 2009 18:21:35 +0000

We went to see Judd Matsunaga at Elder Law Services of California a few years ago, as our closing attorney for our new home. It was pretty much like sitting down with my dad. Sandy and I felt really comfortable with Judd. Recently we realized that our wills were not complete and Judd Matsunaga made this a quick and simple process. We are currently working with Judd on Asset Preservation for our children. Judd makes all of this seem so simple and we have enjoyed all of our meetings with him.

Andy & Sheila K.

Judd Matsunaga Answers “What Is Medi-Cal Planning?”

admin — Sat, 11 Jul 2009 00:02:49 +0000

Medi-Cal Planning is about asset preservation. The high costs of nursing home care have been the cause of many middle-income families losing their homes and life savings. With Medi-Cal planning, those families could have preserved their major assets and could have had their nursing home bills paid for by Medi-Cal.
Medi-Cal is California’s Medicaid health care payment program. It is funded jointly by the state and federal governments. Medi-Cal is designed to pay for the medical care of those California residents who have very limited income or resources. However, with some planning, people in the middle-income tax brackets can qualify as well. Medi-Cal planning is complicated and often times the rules are updated each year. There are many rules governing which assets a person can keep, which assets can be transferred and to whom, and how much can be transferred at one time. If Medi-Cal Planning is done incorrectly, then it could lead to a period of ineligibility or disqualification. Elder Law Services of California has expert elder law attorneys available to provide you with a free consultation if you or a family member are considering applying for Medi-Cal.
The expert elder law attorneys at Elder Law Services of California can help you through the application process and design a plan for you that will preserve the maximum amount of your assets and income. Some accountants and financial planners will attempt to provide the same services for their clients. However, they may not know the intricacies of this area of law and are not authorized to give legal advice. Call attorney Judd Matsunaga today at 1-800 403-6078 for a free consultation.

Judd Matsunaga Discusses ‘Paying For Long-Term Care’

admin — Sun, 05 Jul 2009 23:57:53 +0000

Some people are able to pay for long-term care out of their own funds while others were able to get long-term care insurance before they became ill. Unfortunately, most people who need long-term care have already become ill and as a result can no longer obtain long-term care insurance. They are also unable to pay for the cost of long-term care themselves without depleting all of their life savings and having to sell their other assets, including the family home. People who find themselves in these circumstances are forced to look to public benefits programs, such as Medicare and Medicaid, for help.
The attorneys at Elder Law Services of California who specialize in elder law can help you through the application process and design a plan for you that will preserve the maximum amount of your assets and income. Some accountants and financial planners will attempt to provide the same services for their clients. However, they may not know the intricacies of this area of law and are not authorized to give legal advice. Call attorney Judd Matsunaga today at 1-800 403-6078 for a free consultation.

Asset Preservation through Medi-Cal Planning

admin — Sat, 06 Jun 2009 23:54:35 +0000

Judd Matsunaga’s emphasis is on Medi-Cal planning and preservation of assets, revocable living trusts, special needs trusts, powers of attorney and medical directives.

Because of the increasing costs of skilled nursing care, Judd provides expert legal advice on how to qualifiy for Medi-Cal by using legal strategies to preserve assets through transfers, gifting and conversion. Judd Matsunaga prepares all of the necessary legal documents to accomplish qualification and preservation.

Judd Matsunaga provides comprehensive Medi-Cal Planning and Estate Planning services which provide you the opportunity to state your personal desires for health care and the handling of your financial affairs during your lifetime and to direct to whom your assets will be distributed upon your death. These services include the preparation of revocable living trusts to avoid probate, estate tax avoidance trusts, irrevocable trusts, wills, powers of attorney for financial affairs, medical directives, special needs trusts for disabled children or adults, and all the related documents required to ensure that your wishes and needs and taken care of.

Important Medi-Cal Facts

admin — Tue, 19 May 2009 23:50:43 +0000

Judd Matsunaga’s emphasis is on Medi-Cal planning and preservation of assets, revocable living trusts, special needs trusts, powers of attorney and medical directives.