Elder Law and Medicare/Medi-Cal Planning

Understanding Elder Law in California


Elder law addresses the legal needs of older adults and their families, including planning for long-term care, asset preservation, and decision-making later in life. At Leo Law Office, we assist clients with navigating the legal and financial considerations that often accompany aging. Services may include powers of attorney, advance health care directives, estate planning, and conservatorship-related matters. Our focus is on providing clear legal guidance to help clients make informed decisions.

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What Is Medi-Cal Planning?


Medi-Cal is California’s Medicaid program that helps eligible individuals, including seniors, pay for certain long-term care expenses, such as nursing facility care. Without advance planning, families may face significant out-of-pocket costs before benefits become available. We assist clients with lawful and ethical planning strategies intended to address Medi-Cal eligibility requirements while considering asset preservation within the limits of applicable law.

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Common Legal Tools for Elder Law and Medi-Cal


Elder law and Medi-Cal planning may involve tools such as irrevocable trusts, gifting strategies, asset-management structures, and advance directives. We work with clients to develop planning approaches that address eligibility requirements while reflecting personal and family goals. These strategies may help manage long-term care costs while maintaining appropriate control over healthcare and financial decisions.

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Why Planning Ahead Matters


Planning for long-term care before a crisis occurs may provide additional options and reduce uncertainty during difficult times. Without advance planning, families may encounter higher costs, delays, or limited care options. Leo Law Office offers legal guidance designed to help clients consider available planning strategies in advance, allowing families to better prepare for future care needs.

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Individualized Legal Planning


Elder law and Medi-Cal planning are highly fact-specific. We take the time to understand each client’s circumstances and objectives in order to develop an appropriate legal plan. Contact Leo Law Office in Solana Beach to schedule a consultation and discuss elder law and Medi-Cal planning considerations relevant to your situation.

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Why Choose Leo Law Office as Your Elder Law and Medicare/Medi-Cal Lawyer?


Leo Law Office provides legal services related to elder law and Medicare/Medi-Cal planning for clients in Solana Beach and surrounding areas. Attorney Shawn Leo offers guidance informed by experience in estate planning, regulatory compliance, and financial services. Each matter is approached individually, with an emphasis on clear communication and compliance with applicable law.

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Legal Insights & Updates

A group of students with backpacks are walking down a sidewalk.
By Leo Law Office APLC February 7, 2025
As a parent, you probably don’t want to think about the possibility of your college student facing a medical emergency far from home. But one simple, yet crucial, step can help you feel more at ease: encouraging your student to
A young woman is feeding an older woman a piece of cake.
By Leo Law Office APLC January 20, 2025
In California, incapacity determination for adults with dementia is a critical process that ensures individuals who can no longer manage their personal, financial, or medical affairs are protected.
A group of people are sitting on a deck talking to each other.
By Leo Law Office, APLC June 19, 2024
Naming beneficiaries is a critical component of estate planning that ensures your assets are distributed according to your wishes. As a trust and estate attorney, here are some key considerations to help you make informed decisions when designating beneficiaries for your estate.
family on grass
By Leo Law Office, APLC June 18, 2024
Planning for a child or beneficiary with special needs requires careful consideration and specialized strategies to ensure their financial security and well-being without jeopardizing their eligibility for government benefits. As a trust and estate attorney, here are key steps to help you navigate this complex and sensitive process.
A judge 's gavel is sitting on a wooden table next to a person writing on a piece of paper.
By Leo Law Office, APLC May 23, 2024
Probate is a legal process that takes place after someone passes away, where the court oversees the distribution of the deceased person’s assets to their beneficiaries. In California, the probate process can be time-consuming, costly, and public, which is why many individuals seek to avoid it through proper estate planning strategies.
A man is writing on a piece of paper with a pen.
By Leo Law Office, APLC May 23, 2024
A Durable Power of Attorney (DPOA) is a legal document that grants a designated person, known as an agent or attorney-in-fact, the authority to make financial and legal decisions on your behalf. The key aspect of a DPOA is its durability, meaning it remains effective even if you become incapacitated.
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Elder Law and Medicare/Medi-Cal