SSDI, SSI, Estate Planning, Elder Law & Medi-Cal Planning in California

Medicaid Planning & Elder Law Attorney in Anaheim, CA

Looking for a Anaheim Medi-Cal & Elder Law Attorney Near You?

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Should You Hire an Elder Law Attorney to Assist with a Medi-Cal Application in Anaheim?

Elder law attorneys like James Dolenga specialize in helping seniors with long-term care planning, estate planning, and government benefits. He has experience in Medicaid planning, understands each California’s rules and regulations, and helps families by identifying strategies to legally obtain and maintain eligibility for public benefits.

Medi-Cal is a complicated benefit for residents of California. It’s important to seek the advice of a seasoned professional who understands the rules, processes, and provisions under these laws.

Without professional guidance, families risk losing the assets and inheritance they worked so hard to create.

Who is Eligible for Medi-Cal in Anaheim?

Many people are wrongfully told (or assume) that they must be financially destitute to qualify for Medi-Cal / Medicaid for long-term care. 

Clearly, individuals can’t just give away, transfer, or quitclaim away property as this will trigger severe penalties. 

The Medi-Cal / Medicaid law has many exceptions and loopholes which can allow families to preserve most of their accumulated assets and wealth.

For institutional / nursing home / skilled nursing care, there is no income limit.

Medi-Cal will however require that excess income be applied to care as a Share of Cost. 

Depending on the level of care needed, the applicant may still end up using their entire monthly income and still need to spend down from other assets.

Asset limits (real estate other than a primary residence, bank accounts, investment accounts, certain retirement accounts, etc.) are listed as $2,000 for a single applicant and $3,000 for married applicants when both are applying.

For married applicants when only one spouse is applying, the non-applicant spouse is allowed to retain up to $137,400 (called the Community Spouse Resource Allowance) plus the $2,000 allowance for the institutional/applicant spouse.

For assistance under the “waivers” programs, which covers caregivers, in-home supportive services, and assisted living, the income limits are $1,564/mos for the applicant and $2,106 for a couple when both are applying.  The asset limits remain the same.

Applicants are told that they must “spend down” their assets until they get below these asset limits. 

Again, the Medi-Cal / Medicaid rules have very explicit carve-outs and exceptions that can allow an applicant or their family to protect hundreds of thousands or even millions of dollars with proper planning.

That’s where we come in. 

We will work with you to legally protect those assets and to shepherd the Medi-Cal / Medicaid application through the government bureaucracy from application to approval.

Once qualified, we can work with you to further protect those assets from Medi-Cal / Medicaid recovery after death.

James Dolenga will create a well-written, customized estate plan, so you can ensure that your wishes are carried out and your goals are achieved while protecting your family and legacy. Get help today.

Research shows that having a professional representative can boost your chances of getting Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI). Make sure you’re represented.

Medicaid Planning & Elder Law Services Near Anaheim

Our law firm provides comprehensive, personalized, and tailored legal services to meet all of our client’s estate planning needs. Our firm utilizes a variety of tools to help families preserve their assets for generations to come. Specifically, We work with our clients to minimize estate taxes and ultimately avoid the lengthy and expensive probate process by utilizing Wills (simple & complex), Powers of Attorney, Living Trusts, Living Wills, Family Limited Partnerships, Irrevocable Trusts, and Charitable Gifting Strategies.

When it comes to Medicaid & Medi-Cal Services & Elder Law, our goal is to protect our clients’ nest eggs. We ensure that our clients qualify for Medicaid services and other government medical benefits so that their estates are protected from expensive nursing home and hospital bills. If you become disabled and unable to work, we will help you determine if you qualify for SSD coverage. As a Social Security disability lawyer, James Dolenga will also inform you about the monthly disability benefits and health coverage for a deceased, disabled or retired worker’s disabled dependents.

About California

California, a western U.S. state, stretches from the Mexican border along the Pacific for nearly 900 miles. Its terrain includes cliff-lined beaches, redwood forest, the Sierra Nevada Mountains, Central Valley farmland and the Mojave Desert. The city of Los Angeles is the seat of the Hollywood entertainment industry. Hilly San Francisco is known for the Golden Gate Bridge, Alcatraz Island and cable cars.

Top Elder Law and Medicaid Planning Attorney in Anaheim, CA. James Dolenga provides Medicaid Planning, Elder Law, Estate Planning, SSDI & SSI services. Call today.

Senior Services in Anaheim

Active Older Adult Programs

The City of Anaheim provides an array of programs and services to benefit the health and well being of citizen’s over the age of 50. The Active Older Adult Programs include social and recreational activities support the needs of older adults to maintain independence.

CURRENT SENIOR CITIZENS SERVICES AVAILABLE

MEALS

There will be frozen meals available for pick up for age 60 and above with no income requirements.

Meal distribution is available at:

  • Brookhurst Community Center (2271 W. Crescent Avenue Anaheim, CA 92801)
  • Downtown Anaheim Community Center (250 E. Center Street, Anaheim, CA 92805)
  • East Anaheim Community Center (8201 E. Santa Ana Canyon Road, Anaheim, Ca 92808)

Meal site times listed below. For the most up to date information, please check the outgoing message at 714-765-4511. Please feel free to leave a message with questions, request or concerns.

Brookhurst Community Center

Thursdays – 11:00 a.m.-1:00 p.m.
East Anaheim Community Center

Tuesdays- 11:00 a.m.-1:00 p.m.
Downtown Anaheim Community Center

Thursdays – 11:00 a.m.-1:00 p.m

Meals are available until supplies are exhausted.
All recipients of meals must be 60 years old. There is no age requirement for requesting available supplies.
Multiple meals are available in one pick up. The meals are frozen.

There will be updates available at 714-765-4511. The outgoing message will be accessible after hours also. Please feel free to leave a message at this number.

 Senior Activity Center

The 28,000 square-foot facility contains a Senior Activity Center as well as a Human Services Component. Lastly, the community center also houses an art gallery, various meeting rooms, and a 4,000 square foot assembly hall with an adjoining courtyard.

Senior Wheels Transportation Program

Senior Wheels Transportation program is for Anaheim resident 60 years of age and older. Service is available to visit friends, local merchants, Anaheim Community Centers and Libraries and medical facilities within a 10 miles radius of the residents home in Anaheim. Call 714-765-4511 for more information.

Top Elder Law and Medicaid Planning Attorney in Anaheim, CA. James Dolenga provides Medicaid Planning, Elder Law, Estate Planning, SSDI & SSI services. Call today.

About Anaheim, CA

Anaheim (/ˈænəhm/ AN-ə-hyme) is a city in Orange County, California, part of the Los Angeles metropolitan area. As of the 2020 United States Census, the city had a population of 346,824, making it the most populous city in Orange County, the 10th-most populous city in California, and the 56th-most populous city in the United States.[13] Anaheim is the second-largest city in Orange County in terms of land area, and is known for being the home of the Disneyland Resort, the Anaheim Convention Center, and two major sports teams: the Anaheim Ducks ice hockey club and the Los Angeles Angels baseball team.

General Information About Anaheim

Anaheim was founded by fifty German families in 1857 and incorporated as the second city in Los Angeles County on March 18, 1876;[1] Orange County was split off from Los Angeles County in 1889. Anaheim remained largely an agricultural community until Disneyland opened in 1955. This led to the construction of several hotels and motels around the area, and residential districts in Anaheim soon followed. The city also developed into an industrial center, producing electronics, aircraft parts and canned fruit. Anaheim is a charter city.[14]

Anaheim’s city limits extend almost the full width of Orange County, from Cypress in the west, twenty miles east to the Riverside County line, encompassing a diverse range of neighborhoods. In the west, mid-20th-century tract houses predominate. Downtown Anaheim has three mixed-use historic districts, the largest of which is the Anaheim Colony. South of downtown, a center of commercial activity of regional importance begins, the Anaheim–Santa Ana edge city, which stretches east and south into the cities of Orange, Santa Ana and Garden Grove. This edge city includes the Disneyland Resort, with two theme parks, multiple hotels, and its retail district; Disney is part of the larger Anaheim Resort district with numerous other hotels and retail complexes. The Platinum Triangle, a neo-urban redevelopment district surrounding Angel Stadium, which is planned to be populated with mixed-use streets and high-rises. Further east, Anaheim Canyon is an industrial district north of the Riverside Freeway and east of the Orange Freeway. The city’s eastern third consists of Anaheim Hills, a community built to a master plan, and open land east of the Route 241 tollway.

Anaheim is located at 33°50′10″N 117°53′23″W[40] and is approximately 25 miles (40 km) southeast of downtown Los Angeles. The city roughly follows the east-to-west route of the 91 Freeway from the Orange-Riverside county border to Buena Park. To the north, Anaheim is bounded by Yorba LindaPlacentiaFullerton, and Buena Park (from east to west). The city shares its western border with Buena Park and Cypress. Anaheim is bordered on the south by StantonGarden Grove, and Orange (from west to east). Various unincorporated areas of Orange County also abut the city, including Anaheim Island.[41] According to the United States Census Bureau, the city has a total area of 50.8 square miles (132 km2), 49.8 square miles (129 km2) of which is land and 1.0 square mile (2.6 km2) of which (1.92%) is water.

Anaheim’s income is based on a tourism economy. In addition to The Walt Disney Company being the city’s largest employer, the Disneyland Resort itself contributes about $4.7 billion annually to Southern California’s economy. It also produces $255 million in taxes every year.[53] Another source of tourism is the Anaheim Convention Center, which is home to many important national conferences. Many hotels, especially in the city’s Resort district, serve theme park tourists and conventiongoers. Continuous development of commercial, entertainment, and cultural facilities stretches from the Disney area east to the Santa Ana River, south into the cities of Garden Grove, Orange and Santa Ana – collectively, this area has been labeled the Anaheim–Santa Ana edge city and is one of the three largest such clusters in Orange County, together with the South Coast Plaza–John Wayne Airport edge city and Irvine Spectrum.

The Anaheim Canyon business park makes up 63% of Anaheim’s industrial space and is the largest industrial district in Orange County. Anaheim Canyon is also home to the second-largest business park in Orange County.[54][55]

Driving Directions from Anaheim to Law Offices of James Dolenga

Anaheim, California

Get on I-5 S
8 min (2.5 mi)

Take CA-22 W and I-405 N to S Western Ave in Los Angeles County. Take exit 38B from I-405 N
28 min (29.3 mi)

Continue on S Western Ave. Take Torrance Blvd to Hawthorne Blvd
12 min (4.3 mi)

Law Office of James Dolenga
21250 Hawthorne Blvd STE 500, Torrance, CA 90503

Frequently Asked Questions About Medicaid, Medical, and Elder Law in Anaheim

What is Elder Law?

Elder Law involves planning for the complex health care, long-term care, and other issues facing elderly and disabled individuals and their families. Studies show that we stand a 40 percent chance of needing long-term care at least once before we die. Therefore, everyone should take into account that at some point residency in a nursing home or an assisted living facility may be needed.

However, the substantial cost of nursing home care for an incapacitated person can wipe away a family’s nest egg and the inheritance planned for surviving family members. The primary alternative to privately paying the nursing home is Medicaid.

Medicaid Asset Protection Strategies

Although with the recent passage of the Deficit Reduction Act, increased restrictions affect the use of some techniques, other asset protection strategies remain viable, especially for married couples where one spouse requires long-term care. Some of these techniques may include setting up an Irrevocable Living Trust, making gifts to family members, and paying for certain Medicaid expenses.

Whether you are facing long-term care issues yourself or you have a family member who is, we encourage you to call with your questions or ask us for a free report. Be sure to call sooner rather than later because the timing of the decisions families need to make has a dramatic impact on whether or not someone can actually qualify for this type of support.

Elder Law involves planning for the complex health care, long-term care, and other issues facing elderly and disabled individuals and their families. Studies show that we stand a 40 percent chance of needing long-term care at least once before we die. Therefore, everyone should take into account that at some point residency in a nursing home or an assisted living facility may be needed.

However, the substantial cost of nursing home care for an incapacitated person can wipe away a family’s nest egg and the inheritance planned for surviving family members. The primary alternative to privately paying the nursing home is Medicaid.

Medi-Cal:

Medi-Cal is a joint federal and state program that provides medical assistance to low-income persons who are elderly, blind or disabled. However, unless you are among the minority who has long-term care insurance, most individuals contemplating paying thousands of dollars out-of-pocket every month for long-term nursing home care face the possibility of exhausting all available assets and using up their lifetime savings before being able to qualify for Medi-Cal. A qualified Elder Law Attorney can help your family by using a variety of strategies to help you qualify for Medi-Cal while preserving assets and savings for heirs.

Here’s How We Can Help

Paying for & Getting Nursing Home Care

  • Find the right nursing home
  • Create a plan to qualify for Medi-Cal benefits
  • Preserve as many of your loved one’s assets as possible
  • Apply for Veteran’s Benefits

Estate Administration

  • Probate of your loved one’s estate with a Will
  • Trust Administration of your loved one’s Living Trust

Incapacity Planning

  • Establish Guardianship

Click here to schedule your personal consultation or call us at (909) 726-9580.

Estate planning is essentially writing down your assets, who will be responsible for distributing or administering your assets in the event that you are unable to, due to incapacity or death, how you want or assets distributed or administered, and to whom you wish to leave your assets.

The assets involved in your estate can include more than just money. It can also include houses, cars, stocks, artwork, real estate investments, retirement plans, and gifts, just to name a few.

Your estate plan can direct these items be distributed outright, held in trust for a period of time, used for a specific purpose such as a grandchild’s education, or given to charity.

By having a well-written, customized estate plan, you can ensure that your wishes are carried out and your goals are achieved while protecting everything you worked for from family fights, creditors, and unscrupulous predators who may wish to take advantage of your family.

If you feel that you are no longer able to work because of physical and/or mental reasons, you may be eligible for Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) disability payments. To be considered disabled, you must be unable to perform any substantial work due to a physical and/or mental condition, which has lasted or can be expected to last for at least 12 months or can be expected to result in death.

SSDI eligibility is based on previous contributions to Social Security, and SSI eligibility is based on your income level.If you are found eligible for SSI payments, you may also qualify for State Supplemental Payments (SSP).

You may apply for SSDI or SSI at any Social Security office.If you have a child or children with a disability, you may also apply for SSI on their behalf.

What is Social Security Income (SSI)?

People who are disabled, blind, or elderly may not be able to work or afford to live on their own. If you can’t work, have no other sources of income, and have limited resources, you may be eligible for Supplemental Security Income (SSI).


The federal government created the SSI program to help people in this situation. Those who qualify for SSI benefits get monthly cash payments to pay for those basic needs. The SSI program is run by the Social Security Administration. In California, people who get SSI also get a smaller benefit from the State Supplemental Program (SSP) included with their monthly SSI benefit.

 
In California, people who qualify for SSI also get Medi-Cal benefits automatically.

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