medi-cal

ESTATE PLANNING IS OUR PASSION AND PURPOSE!

We specialize in California Estate Planning and Asset Protection a variety of trusts specifically created to protect your estate and prevent government interference.

You will not regret calling us for a phone consultation at 818.241.4238

We Are Here To Protect Your Assets and Your Final Wishes!

Attorney Joseph McHugh is passionate about legally protecting your assets, your family, and your final wishes by creating the best trust for your situation. This includes Special Needs Trusts to protect public benefits!

Joseph and his legal team are also highly knowledgeable and experienced in all aspects of California Asset Protection and Tax Mitigation for individuals or companies. We also offer copyrighted asset protection trusts created to protect personal and business assets to minimize the risk of lawsuits (Doctors, Landlords, Law Enforcement, Business Owners, Seniors still driving, etc.).

California is a law suit crazy state with people looking for “deep pockets” and a state where the government is looking for every tax dollar they can get. It is very important to understand how to protect against law suits and possibly sell your assets while eliminating your taxes (annual income taxes, capital gains or California Prop 19 reassessment taxes).

We offer the following legal services for California residents depending on your situation:

  • Estate Planning (Wills & Revocable Trusts) is for those that want to have their “affairs in order” before they pass away.
  • Asset Protection Trusts. Irrevocable Trust & Strategies is for people that need to protect assets and set aside personal and tax liability.
  • Probate Administration is for families that lose a loved one with assets in their name that needs to deal with Probate Courts to distribute their heirs of law.
  • Special Needs Trust & Planning is for children or adults with disabilities that are on government benefits or will not be able to manage their own financial affairs.
  • Elder Law (Irrevocable Trusts and filing for benefits) is for California residents that need Long Term Care in Skilled Nursing Homes… it is particularly complicated, and we are prepared to immediately help prevent the devastating financial fallout of paying private pay for long term care.

We are happy to help you determine what documents or services you and your family needs and will give you a quote for those services.

Call for consultation: (818) 241-4238. Or you can submit this form to request a consultation.

Meet Our Team

joe and kathy-mchugh

We are Ready to Help You!

Attorney Joseph McHugh and his Legal Team are trusted, knowledgeable and experienced in helping clients protect their assets!

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Elder Law – Medi-CAL Planning

elder law

Need Help Paying For Nursing Home Care?

We can help you qualify for Medi-CAL Long Term Care Benefits by filing the Medi-CAL Applications and protecting assets from Medi-CAL Estate Recovery.

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Probate Administration

probate administration

Has a Loved One Passed Away?

Our Probate Attorney and Paralegals will guide you through the complicated process of dealing with the beneficiaries and the court supervised Probate Procedures for transferring the deceased person’s estate to the beneficiaries.

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Estate Planning

estate planning

Power Of Attorney, Health Directive, Will’s & Trusts

It is critical to understand what legal documents you need to protect your assets and make sure you choose the beneficiaries of your estate when you are gone.

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Asset Protection

asset protection

Interested in Legally Protecting Your Estate?

Asset Protection is a broad term that Attorney Joseph McHugh has experience in working with clients to determine what legal services you need to protect your hard-earned assets…from modest to high wealth clients.

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Trusts

trusts

What Type of Trust Do You Need?

There are many types of Trusts, Attorney Joseph McHugh has the experience to help you decide what you need to specifically protect your family and assets now and into the future.

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Conservatorships

conservatorships

Is a Conservatorship Necessary?

Establishing a Conservatorship is a serious decision and needs careful legal evaluations to determine if a conservatorship is necessary and how to successfully complete this process with the courts approval.

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Special Needs Planning

special needs planning

Protecting Loved One’s With Special Needs

Attorney Joseph McHugh understands the legal planning for needed for disabled persons that need to maintain their Public Benefits (keeping Medi-CAL & SSI) and how to set up Special Needs Trusts.

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Questions & Answers

question answers

Are There Questions About Your Family’s Assets?

Attorney Joseph McHugh answers some of the most frequently asked questions regarding California Asset Protection, Medi-CAL Qualification, Probate and Estate Planning and Special Needs Planning.

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