New Strategies for Estate Recovery in California

SB-833 changed how the term "estate" is defined in California for purposes of Medi-Cal estate recovery. Learn about the new rules, and get a jump-start on strategies you can use to protect Medi-Cal recipients from estate recovery. ElderCounsel members Jamie Watson (CA) and Jason Penrod (FL) discuss the exciting new opportunities this change in the law brings for you and your clients.

Select a topic to jump to the segment of your choice:

  1. Current Law Regarding Medi-Cal Recovery
  2. Current Planning Strategies
  3. SB-833 a Paradigm Shift
  4. Revised Planning Strategies

Downloads:  Presentation   |  Handout


Webinar Recorded: August 17, 2016
Duration: 59 Minutes 
Presenter: James Watson, JD, Gaw Van Male and Jason Penrod, JD, Family Elder Law