Case Examples

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Tony recently worked with a client who wanted to preserve as much of her estate as possible for her children, while she was living in an expensive skilled nursing facility. In this case, Tony and his team were able to transfer the client’s assets into a special irrevocable trust and qualify her for Medi-Cal coverage. Now the client’s assets are protected in this special trust from Medi-Cal recovery, and at the same time, she is receiving help with paying for her skilled nursing facility.

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Tony recently worked with a client who wanted to preserve as much of her estate as possible for her children, while she was living in an expensive skilled nursing facility. In this case, Tony and his team were able to transfer the client’s assets into a special irrevocable trust and qualify her for Medi-Cal coverage. Now the client’s assets are protected in this special trust from Medi-Cal recovery, and at the same time, she is receiving help with paying for her skilled nursing facility.

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Tony’s and Allyson’s typical estate planning clients come into his office knowing little about “estate planning.” In this case, he tries to explain the major documents of estate planning – a revocable living trust, will, durable power of attorney, and advance health care directive – in a very simple, straight-forward fashion. These clients typically leave their first meeting empowered by the knowledge they have learned and excited about beginning the process of getting their estate planning documents in order.

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