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

Medicaid Planning & Elder Law Attorney in Huntington Beach, CA

Looking for a Huntington Beach 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 Huntington Beach?

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 Huntington Beach?

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 Huntington Beach

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 Huntington Beach, CA. James Dolenga provides Medicaid Planning, Elder Law, Estate Planning, SSDI & SSI services. Call today.

Senior Services in Huntington Beach

Senior Center in Central Park

The Senior Center in Central Park is a vibrant hub of activity focused on active aging as well as aging in place. Volunteers and staff will make you feel welcome as you sign up for classes, activities, workshops, computer training classes and more. The Hoag Health and Wellness Pavilion is fully furnished with state of the art user friendly equipment. Classes, appointments with personal trainers or independent workout times are available. In addition to the active aging, care managers and resource specialists focus on Aging in Place, assisting seniors to remain in their homes for as long as possible; utilizing services such as Home Delivered Meals or Transportation. The Center features a travel and resource area, three classrooms including a computer learning center, a game room, a comfortable lounge and the Parkview Room, hosting a daily lunch program, as well as activities and films.

Care Management (714) 536-5600

Care Managers offer services to help older adults enhance life, develop long term plans, and age in place. Services are offered to at-risk Huntington Beach residents aged 60 years and older who live independently in the community. Care managers complete phone and in-home consultation to evaluate individual needs and link older adults with services. Information, resources, education, mobility equipment, emergency food, and low cost personal emergency systems are available.

Hoag Health & Wellness Pavilion (714) 374-1578

The Senior Center in Central Park in alliance with Hoag features a state-of-the-art 5,600 sq.ft. fitness center, group exercise room and dance room designed to meet the health and wellness needs of older adults living in and around Huntington Beach.  The fitness center offers a wide selection of cardiovascular, strength training, free weight and stretching equipment made by Star Trac and TechnoGym, as well as a variety of health screenings conducted by Hoag medical staff and partners.

HOURS OF OPERATION:

Monday-Thursday
8:00 am – 7:00 pm

Friday
8:00 am – 5:00 pm

Saturday
8:00 am – 12:00 pm

Sunday
CLOSED

Fitness Center Membership*

Ages 50 – 79 $120.00 per year
Ages 80 & up: $80.00 per year

Medicare Advantage-based memberships
The Wellness Pavilion offers free annual memberships to those with SilverSneakers, Silver & Fit, or Renew Active insurance benefits. To join, simply contact your insurance company and bring copy of your member number with you to the Wellness Pavilion.

*Required Prior to Use is a 30-minute equipment orientation

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

About Huntington Beach, CA

Huntington Beach is a California city southeast of Los Angeles. It’s known for surf beaches, such as Huntington City Beach, with its long Huntington Beach Pier. The International Surfing Museum displays longboards and other memorabilia. Sprawling Huntington Central Park features fields, gardens and lakes, plus an equestrian center. Bolsa Chica Ecological Reserve’s wetlands and dunes shelter hundreds of bird species.

General Information About Huntington Beach

The downtown district includes an active art center, a colorful shopping district, and the International Surfing Museum.

This district was also the home of the Golden Bear from 1929 to 1986. Originally a fine dining restaurant opened by Harry Bakre in 1929, the Golden Bear became a nightclub in 1963 and hosted famous-name entertainment until it was demolished in 1986. The list of artists who performed there includes BB KingJanis JoplinJerry GarciaMerl SaundersSteve Martin, Charles Bukowski, The Ramones and Stevie Ray Vaughan.

The Huntington Beach Pier stretches from Main Street into the Pacific Ocean.

Huntington Beach is home to the Newland House Museum, Huntington Beach’s oldest home built in 1898.[40]

The downtown district includes an active art center, a colorful shopping district, and the International Surfing Museum.

This district was also the home of the Golden Bear from 1929 to 1986. Originally a fine dining restaurant opened by Harry Bakre in 1929, the Golden Bear became a nightclub in 1963 and hosted famous-name entertainment until it was demolished in 1986. The list of artists who performed there includes BB KingJanis JoplinJerry GarciaMerl SaundersSteve Martin, Charles Bukowski, The Ramones and Stevie Ray Vaughan.

The Huntington Beach Pier stretches from Main Street into the Pacific Ocean.

Huntington Beach is home to the Newland House Museum, Huntington Beach’s oldest home built in 1898.[40]

While Huntington Beach retains its 15-year trademark of Surf City Huntington Beach, the Huntington Beach Conference and Visitors Bureau filed four applications to register the “Surf City USA” trademark in November 2004. The idea was to market the city by creating an authentic brand based on Southern California’s beach culture and active outdoor lifestyle while at the same time creating a family of product licensees who operate like a franchise family producing a revenue stream that could also be dedicated to promoting the brand and city. 

According to the United States Census Bureau, the city has a total area of 31.9 square miles (82.6 km2). 26.7 sq mi (69 km2) of it is land and 5.1 sq mi (13 km2) of it (16.10%) is water.

The entire city of Huntington Beach lies in area codes 657 and 714, except for small parts of Huntington Harbour (along with Sunset Beach, the community adjacent to Huntington Harbour), which is in the 562 area code.

Driving Directions from Huntington Beach to Law Offices of James Dolenga

Huntington Beach, California

Take Orange Ave to CA-1 N
2 min (0.6 mi)

Turn right onto CA-1 N
Pass by 7-Eleven (on the left in 5.3 mi)
12 min (7.7 mi)

Get on CA-22 W/I-405 N
6 min (3.2 mi)

Continue on I-405 N to Torrance
19 min (17.2 mi)

Continue on Torrance Blvd to Hawthorne Blvd
8 min (2.7 mi)

Turn right onto Hawthorne Blvd

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

Frequently Asked Questions About Medicaid, Medical, and Elder Law in Huntington Beach

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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