Plan Ahead To Protect Family Assets

Our Elder Law Attorneys Provide Proactive Planning For Peace Of Mind

As life expectancy continues to rise, it is important to put plans in place that protect elderly family members and their assets while paving the way to receive public benefits such as Medi-Cal.

The knowledgeable and experienced lawyers at Hackard Law, A Professional Law Corporation, in Sacramento, work with elderly clients, adult children with elderly parents and other individuals who want to ensure that their loved ones will be taken care of later in life.

We also represent victims of nursing home neglect and financial elder abuse. If you suspect something, contact us to schedule a free consultation. We can review your situation and recommend the best course of action.

We provide the same personal care and meticulous attention to details to our elder law clients that we provide to our clients with high-asset estate planning, personal injury lawsuits and all other practice areas. Our elder care practice focuses on:

  • Medi-Cal planning — Helping individuals qualify to receive Medicaid assistance while preserving personal assets
  • Disability planning — Preparing health care directives and durable power of attorney for the legal needs that arise if an elderly individual becomes disabled or incapacitated
  • Life care planning — Establish guardianships, clarify health care wishes, state assisted living preferences and handle all other issues that need clarification

The Right Time To Start Planning Is Now

Although we help a number of clients who face an unexpected situation in which a family member becomes disabled, we are able to provide maximum protection of family assets to those who plan ahead.

Medi-Cal eligibility is based on an individual's assets, excluding exempt assets such as a home. In California, the "look back period" for Medi-Cal benefits is 2½ years (30 months). The state will review records to determine if you have transferred assets to anyone other than your spouse at less than fair market value within that 30-month time frame.

By working ahead, we can create a plan for you that allows an elderly individual to preserve his or her life savings while qualifying for Medi-Cal benefits. Call 916-229-6991 to schedule a meeting.