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iPlan Law - Special Needs Planning

  • How to Get on Medi-Cal Without Losing Your Entire Estate

    18 FEB 2024 · Can you obtain Medi-Cal without losing your entire estate? Yes, you can! This presentation explains how, in light of the new developments in Medi-Cal law. This presentation starts with the distinctions between Medicare, Medicaid, and Medi-Cal, and overviews how to qualify for each of these healthcare services. While the asset limits in California are being removed for Medi-Cal qualification, the State’s ability to recover for its expenditures from the recipient’s estate after death remains. However, with careful planning, Medi-Cal estate recovery is entirely avoidable.
    8m 40s
  • Can an ABLE Account Be an Alternative to a Special Needs Trust

    18 FEB 2024 · Can you save money for my loved one with special needs without the hassle of a special needs trust? Yes you can! This presentation explores how ABLE accounts work and their advantages and disadvantages as possible alternatives to special needs trusts.
    4m 49s

Daniel Van Slyke is an estate planning attorney licensed to practice law in California, Texas, and Missouri. On this channel, he discusses estate and tax planning, special needs planning, business...

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Daniel Van Slyke is an estate planning attorney licensed to practice law in California, Texas, and Missouri. On this channel, he discusses estate and tax planning, special needs planning, business planning, and related topics. Nothing on this channel is legal advice. I cannot give you legal advice without learning about you and your estate and analyzing your goals and concerns. This channel does not create an attorney-client relationship. No attorney-client relationship exists between us unless we both have signed an attorney-client engagement agreement.

Mission. The mission of Daniel Van Slyke, Attorney at Law is threefold: (1) to give you and your family peace about your estate; (2) to help keep your estate, business, and family out of court; (3) and to protect your legacy from creditors, predators, and indiscretion. Daniel will take the time to learn about you and your estate, to discuss your goals and concerns, and to carefully craft a plan to help you meet your goals. Daniel also will explain clearly all you need to know so you will understand your plan and how to manage it.

Remote Services. The Firm conducts business remotely. Daniel is an attorney licensed to practice law in California, Texas, and Missouri. Wherever you are in California, Texas, or Missouri, Daniel can prepare or update your estate or business plan from the comfort of your own home, without the need for in-person visits or travel.
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Author WCAT Radio
Categories Business
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