Cost: $50 PFAC Member – $70 Non-Member
Speaker: Leslie Yarnes Sugai, Esq.
CEU Awarded: 1.0 Person
Presented Date: N/A
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.
Leslie Yarnes Sugai, Esq is a partner in the Los Gatos law firm of Sugai & Sudweeks, LLP. Ms. Sugai has been designated a Certified Specialist in Estate Planning, Trust, and Probate Law by The State Bar of California Board of Legal Specialization. She is a Certified Elder Law Attorney by the National Elder Law Foundation. She practices in the areas of estate planning, trusts and estate administration, Medi-Cal and special needs planning, and conservatorships. Ms. Sugai has previously lectured on estate planning and trust administration matters. She is a member of the Silicon Valley Bar Association, the West Valley Bar Association, Santa Clara County Estate Planning Council and the Estate Planning, Trust and Probate Law section of The State Bar of California. Ms. Sugai earned her B.A. degree from the University of California at Santa Cruz and her J.D. degree from University of Pacific, McGeorge School of Law.