Aged & Disabled, Medically Needy, and Working Disabled Medi-Cal Programs

Medi-Cal is California’s health insurance program for low-income or low-resource individuals, funded jointly through state and federal dollars. There are many different Medi-Cal programs, and each program has different eligibility criteria.

California Medi-Cal Asset Limit Increasing for Seniors and People with Disabilities

July 1, 2022 California increased the asset limit for certain Medi-Cal programs, and is expected to eventually remove asset limit requirements altogether.  The state raised the Medi-Cal asset limit for a single individual to $130,000, $195,000 for a couple, and $65,000 for each additional family member.

Transferring Your Home with a Transfer on Death Deed (TOD) – What You Need to Know

A law that became effective January 1, 2016, creates a Revocable Transfer on Death Deed (“TOD Deed”) as a way for California residents to transfer residential property to named beneficiaries, effective upon death.

California’s Medi-Cal Recovery Program – Frequently Asked Questions

California’s Medi-Cal applicants and beneficiaries are often confused about their rights regarding Medi-Cal and are particularly concerned that the State will “take” their homes after they die if they received Medi-Cal benefits.

How to Value Real Property

Property Other than the Principal Residence Other real property can be exempt if the net market value of the property is $6,000 or less and if the beneficiary is “utilizing” the property, i.e., receiving yearly income of at least 6% of the net market value.Example:John has some land whose net market value is $5,000.