Estate of Kajioka
Mar 05, 2015OUTCOME: Approved
Probate Administration
Monterey, CA
Estate planning Lawyer at Monterey, CA
Practice Areas: Estate Planning, Elder Law ... +5 more
OUTCOME: Approved
Probate Administration
OUTCOME: Medi-Cal Notice of Action: Eligibility approved
The client was on her way to a skilled nursing facility and owned her home and had cash assets in various bank accounts. Under current California Medi-Cal regulations, we were able to qualify her for M ... edi-Cal using "spend down" tools to qualify her for Medi-Cal and to protect her home and other assets from later Medi-Cal recovery liens.
OUTCOME: Petition granted in full
CA Probate Code 3100 Petition to Increase Community Spouse Resource Allowance to Qualify Incapacitated Spouse for Medicaid (Medi-Cal)
OUTCOME: Order granted
Complex case involving both Will and Trust of Decedent requiring court supervision to properly adminster assets, claims of creditiors and beneficiaries of estate.
OUTCOME: Petition granted
Petition to Administer Estate
OUTCOME: Petition granted in full
PETITION AND ORDER FOR SUBSTITUTED JUDGMENT TO MAKE GIFTS AND CREATE AND FUND AN REVOCABLE TRUST; 2nd ACCOUNTING
OUTCOME: Petition granted in full
Final Petition & Order for Distribution of Probate Estate
OUTCOME: Petition granted in full
Petition to Approve Probate Petition and Establish Testamentary Trust for Child Unable to Manage Assets
OUTCOME: Order granted in full
Order Determining Succession to Real Property
OUTCOME: Order granted in full
Conservatorship - 3rd Accounting