Episode
The Medi-Cal Lookback Rule: What Transfers Can Cost You
- Podcast
- The Legal Podcast Network
- Published
- Jul 8, 2026
- Duration seconds
- 1025
- Processing state
not_requested- Canonical source
- https://thelegalpodcastnetwork.podbean.com/e/the-medi-cal-lookback-rule-what-transfers-can-cost-you/
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Summary
In this episode of Plan on It, host Sean O’Connor sits down with Attorney Christopher Botti, a board-Certified Specialist in Estate Planning, Trust and Probate Law, to unravel the complexities of the Medi-Cal look back rule. Christopher, with over 30 years of experience, explains the intricacies of California’s unique 30-month look back period, distinguishing it from the five-year period common in other states. They discuss the importance of understanding exempt versus non-exempt assets and how improper asset transfers can lead to penalties. Christopher shares insights on how to navigate these rules effectively, emphasizing the role of timing and proper planning in avoiding costly mistakes. The episode is a must-listen for anyone looking to protect their assets while planning for long-term care, offering valuable strategies to ensure compliance with Medi-Cal regulations.