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MEDI-CAL
/ LONG TERM CARE, ESTATE PLANNING, & ASSET PROTECTION
- Asset protection and
wealth preservation living trusts.
- Avoidance of probate
and "lookback" period through living trusts, special
gifting plans, and wealth transfer.
- Living trusts - revocable
& irrevocable.
- Durable Power of Attorney
for management of property and person affairs (finances).
- Advance Health Care
Directives and Wills.
- Tax savings trusts
(ILIT, GRAT, QPRT, CRT, GST).
- Special needs trust
- Medi-Cal eligibility
- Income transfer or
reallocation to minimize "share of cost" and taxes.
- Superior court estate
planning / asset protective procedures.
- Probate, conservatorship,
will, or trust contests, heirship proceedings, Probate Code 3100
petitions, trust administration.
- Elder abuse litigation
REAL ESTATE
- Sale, purchase, exchange
of probate or trust real property
- 1031 tax-defered exchanges
- Reverse mortgages
ENTITY FORMATION FOR ESTATE
& TAX PLANNING, ASSET PROTECTION, AND WEALTH TRANSFER
- Family Limited
Partnerships & Limited Liability Companies (LLC's)
- Corporations
INSURANCE SERVICES
- Life insurance
- Fixed and indexed
annuities
- Nursing home and assisted
living placement
To
subscribe to the Elder Law Newsletter, a publication that comes
out every quarter with new laws affecting Estate Planning, Income
Tax, Elder Law, Medi-Cal and articles of interest in such areas
as insurance, elder abuse, real estate, reverse mortgages, and senior
issues you may contact Gary R. Lieberman,
The Elder Law Offices of McCarty & Lieberman at:
Toll-Free
(866) 410-3126, E-Mail at glieberman11@verizon.net
or write to The Elder Law Offices of McCarty & Lieberman
at 1615 Hill Road, Suite 1, Novato, California 94947.
The
cost for a two (2) year subscription is on $99.00.
Gary
R. Lieberman will speak to your group or organization free of charge.
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