Elder Law & Medi-Cal Planning

​​​​Elder Law involves planning for the complex health care, long-term care, and other issues facing elderly and disabled individuals and their families. Studies show that if we reach age 65, we have a 40% chance of going into a nursing home in our remaining lifetime. Therefore, everyone should take into account that at some point, residency in a nursing home or an assisted living facility may be needed.

The substantial cost of nursing home care for an incapacitated person can wipe away a family’s nest egg and the inheritance planned for surviving family members. The primary alternative to privately paying the nursing home is Medi-Cal.

Often times, families come to us in crisis. They don’t know what to expect from the Medi-Cal process. They are under the mistaken impression that there is nothing that can be done to protect assets from nursing home costs. Some people are told by nursing homes or other facilities that they need to spend all their assets to qualify for benefits. This is not true. You do not need to be impoverished to qualify for Medi-Cal. With our help, many of the assets you have spent a lifetime accumulating can be protected from high nursing home expenses.

Our certified elder law attorneys can assist you in drafting a will to transfer property at death. Perhaps more importantly, we can also help you develop a comprehensive care plan for you or your loved ones, including financial planning for quality care and asset protection, assembling a caregiver team and connecting with appropriate community services.

Our elder law legal services include:


  • Preparation of advance directives for financial and health care decision making
  • Evaluation of opportunities to qualify for benefit programs, including Medi-Cal
  • Assistance with conservatorship proceedings
  • Evaluation of long-term care insurance options
  • Advocating for seniors in nursing homes and with in-home service providers
  • Creating “care teams” for seniors and disabled adults, including geriatric psychiatrists, care managers, and home care providers
  • Crisis planning for seniors, disabled adults and their families
  • Creating Special Needs Trusts