$67.50 – $75

Trusts & Medi-Cal: What You Need to Know

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An overview of trusts in the Medi-Cal setting, in the framework of federal and California law and regulations.

About this Event

An overview of trusts in the Medi-Cal setting, in the framework of federal and California law and regulations, hints on how the county welfare workers look at trusts, and suggestions for dealing with revocable, irrevocable, and special needs trusts in your planning practice. We’ll then look at some problem areas and special situations, including the well spouse’s planning for the Medi-Cal spouse, using simple trusts to avoid recovery, and using the court as an eraser of A-B trusts.

Presenter: Peter Stern, Esq., Palo Alto, CA

Price: $75. CANHR Legal Information Network Subscribers receive a 10% discount - subscription must be current.

All sessions are scheduled from 12:00 noon to 1:30 pm and are certified for 1.5 hour of MCLE credits. Attorneys must register to receive MCLE credit.

All registered attendees will receive a confirmation email from Go To Webinar after registration with detailed instructions for how to join the webinar. In addition, CANHR will send a reminder email the day before the webinar.

Please email pauline@canhr.org or 415-974-5171 for more information.

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