Estate PlanninG
HABLAMOS ESPANOL 888.698.3951

Blog Posts in February, 2017

All Posts
  • A Special Needs Trust Can Now Be Designated as an Option Beneficiary
    A Special Needs Trust Can Now Be Designated as an Option Beneficiary

    Effective January 1, 2017, Defined Benefit Program members and Cash Balance Benefit Program participants may designate a special needs trust or supplemental needs trust, as an option or annuity ...

    Read More
  • New Medi-Cal Recovery Law - Senate Bill (SB) 833
    New Medi-Cal Recovery Law - Senate Bill (SB) 833

    The new law provides for the following: Medi-Cal recovery applies only to those who are 55 years or older, were in nursing homes or participated in home and community based services; Avoids recovery ...

    Read More