Long Term Care Asset Preservation Plan Annual Maintenance Program

You have invested time and money to have an asset preservation plan prepared to preserve your assets and qualify for Long Term Care Medi-Cal or Veterans Aid and Attendance benefits. The government agencies that offer these benefits require an annual review to determine whether continued eligibility is appropriate. Clients who prepare the annual review documents often complete them incorrectly, resulting in a loss of benefits and significant legal fees for the law firm to get the government assistance reinstated.

Riverside elder law attorney Dennis Sandoval offers his clients who are receiving government assistance a Long Term Medi-Cal and VA Asset Preservation Annual Maintenance Program to address this problem. Mr. Sandoval strongly recommends membership for all clients receiving government assistance.

Benefits of Becoming a Member

  • Free response to all annual review and other communications received from the Department of Health Services or the Veterans Administration relating to eligibility resulting from applications originally sent through our law firm
  • Free amendments to Medi-Cal or VA Asset Preservation Plan to assure continued compliance with the complicated federal and California statutes, regulations and rulings.
  • Free annual report and review meeting
  • Free annual reaffirmation of Durable Power of Attorney and all health care documents prepared as part of the original Asset Preservation Plan
  • Free renewal of DocuBank® service
  • Free Durable Power of Attorney and all health care documents for all children ages 18 – 24 or any adult disabled children (assuming the child has capacity to execute such documents)
  • Free Review of beneficiary designations on retirement assets and life insurance to assure conformity with the estate plan
  • Two hours of estate planning related phone calls with the law firm’s attorneys or paralegals at no additional cost
  • No Probate Guaranty (except if the Asset Preservation Plan contains a provision for a Testamentary Special Needs Trust)
  • Free participation in member only seminars, webinars, telephonic seminars and other events conducted by law firm staff or guest experts.
  • Twenty-five percent discount for other changes to the client’s estate planning documents
  • Twenty-five percent discount for any trust administration services relating to the death of the client
  • Twenty-five percent discount for the preparation of Asset Preservation Plans or Estate Plans for other family members
  • Fifty percent discount on the cost of production of your first Priceless Conversation audio CD and 25% discount on the cost of production of additional Priceless Conversation audio CDs
  • Fifty percent discount on preparation of deeds for all new transfers deeds for California real property
  • Assistance with finding attorneys to handle the preparation of transfer deeds for real property located outside of California

Pricing (2013)

  • Unmarried person: $600 per year if paid by January 31; $1,000 if paid later in the year
  • Married person: $800 per year if paid by January 31; $1,200 if paid later in the year

Dennis M. Sandoval, A Professional Law Corporation, of Riverside, California, provides representation throughout Riverside, Corona, Norco, Moreno Valley, Eastvale, Jurupa Valley, Mira Loma, Redlands, Ontario, Rancho Cucamonga, Upland, Chino, Chino Hills, San Bernardino, Fontana, Rialto, Colton, Perris, Hemet, Sun City, Temecula, Murrieta, Menifee, Winchester, San Jacinto, Lake Elsinore, Idyllwild, Lake Arrowhead, Crestline, Running Springs, Wrightwood, Yucaipa, Palm Springs and Palm Desert.

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