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Elder Medi-Cal Planning

This program will clarify the rules of Medi-Cal eligibility so you can consider the big picture when assisting an elderly client with estate planning needs. Join elder law experts Susanne B. Cohen and Kevin Urbatsch as they discuss the rules of eligibility and other Medi-Cal issues. 

 

1.5 Hours MCLE Credit.

Specialization: Estate Planning.

 

With so much myth and misinformation going around, Medi-Cal eligibility is easily misunderstood. Very often, eligibility workers do not even know the rules. This program will clarify the rules of Medi-Cal eligibility so you can consider the big picture when assisting an elderly client with estate planning needs. Join elder law experts Susanne B. Cohen and Kevin Urbatsch as they discuss the rules of eligibility and other Medi-Cal issues. 

Program Highlights:

  • Medi-Cal benefits
  • Eligibility—income and exempt and non-exempt assets
  • Asset transfer rules
  • Medi-Cal for long term care
  • Special rules for couples

This program assumes some experience in trusts and estates practice.

On Demand ES59796-191

Live program recorded on Apr 30, 2018. 

 

With so much myth and misinformation going around, Medi-Cal eligibility is easily misunderstood. Very often, eligibility workers do not even know the rules. This program will clarify the rules of Medi-Cal eligibility so you can consider the big picture when assisting an elderly client with estate planning needs. Join elder law experts Susanne B. Cohen and Kevin Urbatsch as they discuss the rules of eligibility and other Medi-Cal issues. 

Program Highlights:

  • Medi-Cal benefits
  • Eligibility—income and exempt and non-exempt assets
  • Asset transfer rules
  • Medi-Cal for long term care
  • Special rules for couples

This program assumes some experience in trusts and estates practice.

KEVIN URBATSCH

KEVIN URBATSCH

KEVIN URBATSCH is certified by the California State Bar Board of Legal Specialization as an Estate Planning, Probate, and Trust Specialist. He is a principal of the Urbatsch Law Firm P.C. in Walnut Creek. He is a frequent writer and lecturer on special needs trusts and the planning needs of individuals with disabilities. He received his B.S. from Truman State University in 1988 and his J.D. from St. Louis University College of Law in 1993. He is a charter member of the Academy of Special Needs Planners; a member of the National Academy of Elder Law Attorneys; the California Advocates for Nursing Home Reform; the Bar Association of San Francisco, Probate & Trust Section; and the State Bar of California, Trust and Estate Section.

SUSANNE B. COHEN

SUSANNE B. COHEN

SUSANNE B. COHEN is an attorney in private practice in San Francisco, specializing in conservatorships and trust administration, elder financial abuse litigation, long-term care and estate planning, and probate litigation. She received her B.A. from Vassar College and her J.D. from Loyola Law School of Los Angeles. A former legal services attorney specializing in aging and disability issues, she has served as a staff attorney at Legal Assistance for Seniors in Oakland, California Rural Legal Assistance in Modesto, and The Arizona Center for Disability Law.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
SPECIALIZATION Estate Planning, Trust and Probate Law
By Month April 2018
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
SPECIALIZATION Estate Planning, Trust and Probate Law
By Month April 2018