The Bare Necessities: Medicare, Medi-Cal, Social Security and VA

Many of your clients may need additional help beyond what their resources can provide. It is the job of the private professional fiduciary to “Look for the Bare Necessities, the Simple Bare Necessities” and ensure that all available benefits are being received. Many cases where fiduciaries are involved have significant or adequate resources. Some cases are “cash-poor” with the main asset consisting of a house. In these cases, or in situations where liquid funds have been depleted on care costs, many fiduciaries have clients where additional resources are not only needed but are critical. It is important to know and understand these various public benefit programs, so you can identify when they may be useful for your clients. This session will provide a comprehensive overview of the Medicare, Social Security Programs (SSI), Medi-Cal (including IHSS) and VA programs so you can identify what programs may be needed and useful for your clients.