Medi-Cal Planning

The Bethel Law Corporation team has been conducting Medi-Cal/Medicaid planning for twenty-Five years and utilizes numerous processes and procedures that will enable you to save your estate from long-term care spend-down concerns.  In addition, Marge Fittante of Advocate 4 Medi-Cal, has over twenty years of experience in working on the government side of the Medi-Cal arena and is now available to work on your behalf with the in-depth internal knowledge that can only be acquired through years of government service. Marge has assisted our office with many cases over the past decade.

Our offices provide the following services regarding long-term care planning:

• The education you need to understand your rights;

• Assistance in designating & implementing an appropriate long-term care Estate Plan for you, your spouse & your family;

• Prepare & file applications with necessary supporting documentation, & interface with county representatives to monitor the application process to conclusion; &

• Act as your advocate in any hearings to ensure a successful conclusion.

Qualification Process

The process includes the actual qualification for Medi-Cal; the legal re-arrangement of the estate assets to qualify; and, the avoidance of what is commonly called a Medi-Cal recovery claim by the state of California for benefits received. All our revocable trust documents and financial powers of attorney include specifically drafted clauses that extend to the family authority to qualify one for Medi-Cal if, in fact, the medical need arises during one’s lifetime.

our Goal

Our goal is to handle the Medi-Cal process privately, without court supervision. Thus, the purpose behind the specifically drafted trust and financial power of attorney language. However, if the language is not present at the time of need, or other circumstances arise compelling such, we are fully prepared to enter probate court and request special orders to facilitate the re-arrangement of family assets for Medi-Cal eligibility.