As of January 2017 a regular revocable trust can now defer a Medi-Cal estate claim if there is a surviving spouse or surviving child with a disability.
Professional counsel is still strongly recommended in navigating the savings and costs of the various estate planning options, e.g. Special Needs Trust.
The best option is still having “little assets” at the time of death, by planning in advance.
For more information please contact the Law Offices of Hanlen J. Chang.
