Judd Matsunaga's Blog » asset preservation

Judd Matsunaga discusses Medi-Cal Planning and Asset Preservation

admin — Fri, 08 Jan 2010 00:51:00 +0000

Through Medi-Cal Planning with Elder Law Services of California, a person will be able to maintain their accustomed quality of life while preserving their assets, including the family home.
Judd Matsunaga of www.ElderLawCalifornia.com is available for a free consultation to discuss your needs and and answer questions about Medi-Cal and Asset Preservation. Call Judd at 1-800 403-6078. California residents requiring long-term care or other expensive medical care can get help paying for their health care by qualifying for Medi-Cal.

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.

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.

Judd Matsunaga, founding partner of Elder Law Services of California

admin — Tue, 24 Feb 2009 15:15:18 +0000

Judd Matsunaga, founding partner of Elder Law Services of California, specializes in Elder Law with emphasis in the areas California Medi-Cal Planning, Estate Planning, Probate and Trust Administration. Judd works closely with the firm’s clients to ensure that their assets are protected and preserved according to the client’s individual circumstances and goals.

California Medi-Cal regulations are constantly being updated. Medi-Cal planning should only be done under the supervision of a qualified, Elder Law attorney who specializes in Medi-Cal. Certain transfers of property can have significant tax ramifications that should be discussed with a qualified, Elder Law attorney. An improper transfers can actually disqualify a Medi-Cal beneficiary and result in a lengthy period of ineligibility for Medi-Cal benefits.