We are committed to providing estate and financial planning strategies that will preserve and maximize your estate to create a lasting family legacy for you.
Further, we keep our clients informed of the latest changes in the estate planning field as well as follow trends that may affect the future of your estate.
The Estate Planning strategies that we recommend will have a specific purpose to properly fit into our client's estate and financial planning as well as minimizing taxable events where possible while at the same time accomplishing your estate and perhaps charitable desires.
Long-term care and nursing home costs and specifically Medi-Cal/Medi-Caid reimbursement is a significant concern for all our clients when these agencies help with the cost of long-term care and subsequently want to be reimbursed. If the agencies are successful in recovering their costs it can have a significant impact on the value of the estate passing to our client's heirs. We have developed estate and financial strategies, approved by the State and Federal agencies to preserve our client's estates.
Robert Ash is a licensed attorney who has been facilitating clients with their estate and financial planning needs since 1977. Specifically, he and his staff are very knowledgeable regarding Medi-Cal eligibility utilizing a Medi-Cal pre-planning strategy he has developed for his clients over several years. This strategy and been reviewed and approved by both the Federal and State Medi-Cal/Medi-Caid agencies. He and his staff have an excellent success rate in obtaining Medi-Cal benefits while at the same time preserving his client's assets from recovery liens by the Federal and State agencies. As noted above, the strategy used by his office has been approved and accepted by the Medi-Cal/ Medi-Caid programs.
Owner, Executive Financial Planner, Attorney Robert W. Ash has practiced law in estate and financial planning for over 30 years. He is the owner of Ashland Financial Resources and the Law Office of Robert W. Ash. A member of the California State Bar and Placer County Bar Associations, and is certified to practice before the Eastern District of Court of Appeals.
For several years he has been a member of The National Association of Elder Law Attorneys.
He is a member of the following organizations: