Understand Medi-Cal Planning
Before Changing Ownership.

Review care needs, eligibility, property ownership and potential estate recovery together. LAESQUIRE helps San Fernando Valley families identify the questions and documents that need attention before making a transfer.

Schedule a Consultation 📞 818-714-1789

Planning Questions

Eligibility and estate recovery are different questions.

Asset limits and transfer rules depend on the Medi-Cal program. A transfer for less than fair value can affect long-term-care coverage. Start with the DHCS asset-limit and transfer FAQs and review your circumstances before acting.

What about the family home?

A home may be excluded when evaluating eligibility, but that does not settle the separate estate-recovery question. For deaths on or after January 1, 2017, DHCS limits recovery to specified benefits and assets subject to probate. Exemptions and hardship waivers may apply. See the DHCS Estate Recovery Program.

Review trusts and transfers individually

A trust or deed change is not a universal solution. Review ownership, decision-making authority, care needs and the effect of a proposed transfer before signing. The consultation identifies options and further work; it does not guarantee eligibility, avoidance of recovery or a protected inheritance.

Prepare for a consultation

Identify the benefits or care you are applying for or already receiving.
Locate deeds, trust documents and records of prior transfers.
Bring any eligibility or estate-recovery notices for review.
Identify who has authority to act for the person receiving care.

Discuss your next step

Call 818-714-1789 to discuss the facts, relevant deadlines and the scope of a planning review.

📞 Call 818-714-1789 Request a Consultation →

Time-Sensitive

Plan around your care needs and circumstances.

Discuss eligibility, ownership and estate-recovery questions in a consultation with LAESQUIRE.

📞 818-714-1789

Schedule a Consultation Estate Planning →

Planning questions

Questions to resolve before changing ownership

Are Medi-Cal eligibility and estate recovery the same question?

No. Eligibility concerns whether a person qualifies for benefits; estate recovery concerns certain claims after death. A planning review should address both, using the person’s program, care needs, ownership, family circumstances and the rules applicable at the relevant time.

What should I bring to a Medi-Cal planning consultation?

Bring benefit notices, application or renewal dates, current care arrangements, a summary of assets and income, existing estate documents, property ownership information and any transfer history. Discuss proposed gifts or ownership changes before taking action.

Your professional contact: Shekhar Chikhalikar · credentials and service areas. Discuss your situation.