Public Benefits Programs

Public benefits programs are need based, so individuals must meet certain income limits in order to qualify for programs that may be essential to their care.

We help them understand the program, what the eligibility requirements are, and what they might need to do to qualify, while also preserving their assets through the use of trusts and other legal structures.

We help you plan for eligibility for public benefits programs such as Medi-Cal, Medicare, SSI (Supplemental Security Income), in-home supportive services, while preserving your resources.

We help you understand the requirements for qualifying for public benefits programs and how you can best get there. We help you navigate decisions to come up with a plan to accomplish your goals.

If the plan requires legal work, we help with that. That could include things like spending down your savings – which may require legal advice on how to do so in permissible ways or drafting a letter or statement. A plan might require removing your name from a house title, in which case we would help with the deed to change ownership.

We help you qualify for the benefits you need.

Guide Through Complexity

Public benefits qualification is very technical, and there are a lot of traps. It is a very specialized area with many different factors impacting your situation, and if this is not what you do everyday there is a lot that you will miss or get tripped up by.

We have the expertise to navigate this area for you. It is important to have the right advice to optimize your chance for benefits.

Learning about your options for qualifying for benefits programs is relevant to everyone.

It is especially important for lower and middle-income people, retirees with a requirement for long term care that would threaten their financial security, anyone with care needs that would deplete their estate while they are still living. It is important for these folks to have this information sooner rather than later to make informed decisions and plan ahead.