Using Irrevocable Trusts in Needs Based Benefit Planning.
Medi-Cal and VA “needs based” benefits planning confronts both front end eligibility issues and back-end estate recovery issues. Medi-Cal and VA benefit rules differ. Planning for both together, when relevant, requires satisfying two different sets of rules. Such planning often involves transfers of real and personal property by the person […]
posted on: January 26, 2015
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