Medi-Cal

Dear Len & Rosie,

I am writing because I have received a questionnaire from Medi-Cal regarding a trust. I am the trustee. The only asset of the trust is my mother’s home which was transferred into the trust in 2008 via a quitclaim deed. Can Medi-Cal force me to sell the home and claim the equity in the home?  My mother was not on Medi-Cal at for at least the past year, maybe longer.  There is a reverse mortgage on the home which I am hoping to procure funds to payoff to keep the home in the trust and to build trust assets. Please advise.

Lisa

The List of Eleven

Dear Readers,

We would like to share with you something that we share with our clients. It's really important, our clients like it, and we think that your family can benefit from it as well. You may have seen this before. We print it year after year. Consider it as a gentle reminder to get yourself organized. One of the most tedious tasks in administering a trust or an estate is finding the decedent's estate planning documents and asset information. Frequently, children or even spouses have no idea where their parents or spouse kept these important documents.