Under the Medi-Cal guidelines, these mistakes or a failure to plan a can cause penalty periods of months or even years. Worse yet, bad advice will result in a the State having the right to recover from assets that are available for recovery, but do not count for qualification.
Few people realize that a home which is exempt for qualification is available for recovery even when the family has a living trust. This means bad advice can cause someone who would have easily qualified to be abruptly disqualified, and many people wrongly believe that since their only asset – their home – is exempt, it is protected. Those people can lose both their home and their life savings. Don’t let this happen to you or your family.
Making sense of the Medi-Cal eligibility rules can be daunting, but Martha Patterson helps people navigate the system every day, and she fixes the problems of those who tried to do it themselves or with the help of others.