Medi-Cal Payback Provisions: How They Work

Описание: If you or a loved one is on Medi-Cal, you’ve probably heard about the state trying to get money back after someone dies. But when does that actually happen, and can you avoid it?

In this video, Ellen breaks down how Medi-Cal estate recovery works, what kinds of assets are at risk, and the difference between First Party and Third Party Special Needs Trusts when it comes to payback provisions.

Here’s what she covers:
When Medi-Cal can pursue recovery - and when they can’t
How SB 833 changed the rules in California
Why avoiding probate is so important
The difference between First and Third Party SNTs
How much Medi-Cal can recover and from whom
What other public benefit programs (like SSI and SSDI) don’t require reimbursement

Medi-Cal recovery is real - but with smart planning, you can protect your family’s assets and avoid costly surprises.

Ellen and the Cookman Law team help families across California create estate plans that help to preserve Medi-Cal, public benefits, and long-term care. Need guidance? Contact the office: https://cookmanlaw.com/talk-to-intake...

Timestamps:

00:00 - Intro
00:31 - What is the Medi-Cal payback provision and how does it work?
05:56 - Does a 3rd party special needs trust have a Medi-Cal payback provision?
06:26 - Medi-Cal payback and 1st party special needs trusts
06:56 - Does the Medi-Cal payback apply to IHSS and other public benefits programs?
08:18 - How this might affect you and how Cookman Law can help

✅ Subscribe to our Newsletter to stay up to date!
https://cookmanlaw.com/newsletter/

✅Download the Special Needs Planning Webinar 👇👇
https://app.lawmatics.com/forms/share...

✅Download the Webinar on Estate Planning 👇👇
https://app.lawmatics.com/forms/share...

✅ Please Subscribe to my channel I put out a new video every week →
   / @ellencookman-estateplanningsnt  

✅ FREE Guides to Special Needs Trusts 👇👇
https://cookmanlaw.com/special-needs-...

💥 Follow me on Social Media 💥
Instagram:   / cookman_law  
Facebook:   / cookmanlaw  
LinkedIn:   / ellen-cookman-jd-ll-m-88728b12  
Website: https://cookmanlaw.com/

Looking forward to connecting!
Please call or text with any Estate Planning questions: (650) 690-2571

The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," does not represent that any outcome or result from viewing of this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind.

#MediCal #specialneedstrust #estateplanningcalifornia