11/3/22 TVEPC General ZOOM Program

PO Box 948, Clayton, CA 94517

T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

November 3, 2022

"Medi Cal Planning Under the New Asset Limit Rules, and What’s Left of Recovery?"

Presented by: 

Peter S. Stern

Law Office of Peter S. Stern

Join Us November 3

from 5:30pm - 7:00pm

Presentation Summary:

This Program will outline the new Medi Cal Asset rules and show how incomes provide the best benchmark for eligibility in the community. The new asset limits open interesting possibilities for patients in skilled nursing facilities, where income is a less important planning guideline. We will offer planning suggestions for the next fifteen months, and beyond when the rules are changed again in 2024.

Medi Cal recovery has been drastically reduced by the 2016 legislation. We will review the current rules and discuss what planning might be needed now to avoid or minimize recovery.

About Our Speaker:

Peter S. Stern is a Certified Specialist in Estate Planning, Trust & Probate Law. He practices law in Palo Alto, where he emphasizes estate planning, conservatorship practice, special needs planning, and elder law. He has undergraduate and graduate degrees in history, and he taught in the History Department of Stanford University before moving to law. He received his J.D. from Stanford Law School. He is a Member of the American College of Trust and Estate Counsel, for which he chaired the Elder Law Committee from 2018 to 2021, and he is a former chair and member of the Trusts and Estates Executive Committee [TEXCOM] of the California Lawyers Association.

Learning Objectives

1. Basic Understanding of how Medi Cal determines eligibility for at home and institutionalized individuals

2. Planning opportunities within the scope of the new asset rules and existing income rules

3. Outline of recovery law and how to plan for avoiding recovery after death of Medi Cal beneficiaries

A Very Special Thanks to our Member Supporters

Denise Chambliss
 Hoge Fenton Jones & Appel

Kelly Hayes 
 Lucky Fiduciary Services

Heather Hamilton
  Fiduciary Accounting Services, LLC

Gabriella Odell, Esq.
Odell Fiduciary

Jennifer Thaete
Law Office of Jennifer Thaete, PC

Ellen Torres
 Johnston, Gremaux & Rossi, LLP

Mark Unger
MSU Fiduciary Partners

The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.

Tri-Valley Estate Planning Council | TVEPC.org