Elder law and long-term care planning
Careful planning for aging, incapacity, and care—for Ventura County and Los Angeles County families who want clarity without scare tactics. At CBM Estate & Trust Law, elder law and long-term care planning themes mean coordinating incapacity documents, honest care-planning conversations, and—when long-term care cost is a concern—a thoughtful crossover with Medi-Cal planning. This page is not legal advice, and it does not promise Medi-Cal eligibility or any care-payment result. Your household’s facts are specific—talk with counsel before you decide.
As of: September 27, 2026 (PT).
Quick answer: what “elder law” means at CBM
At Carmen B. Marquez, P.C. dba CBM Estate & Trust Law, “elder law” on this page is not a laundry list of every matter a firm might accept. Our public focus remains estate planning, trust administration, and Medi-Cal planning for long-term care. Elder-law conversations sit at that intersection: aging, incapacity, care in plain English, and knowing when Medi-Cal planning is the next right step.
Planning for aging, incapacity, and care—not a promise of public-benefit eligibility
Families often ask who can decide if a parent cannot, how to talk about care without panic, and—if costs become a concern—how Medi-Cal fits. We start with education and coordination, then apply advice only after we understand your facts. A webpage cannot predict eligibility, recovery exposure, or a care-payment outcome.
Relationship to estate planning
Elder-law planning overlaps closely with estate planning: living trusts and wills when appropriate, durable powers of attorney (DPOA), and advance health care directives (AHCD). Those incapacity tools often let trusted people act while care decisions unfold. Compare living trusts and wills: Living Trust vs Will in California. Funding steps: trust funding.
Firm’s public focus
This page covers aging, incapacity, and long-term care planning conversations tied to our public focus—estate planning, trust administration, and Medi-Cal planning for long-term care. We do not invent a broader service menu here.
Long-term care conversations families bring
Adult children, spouses, and older adults often ask about care options, decision-makers, and whether Medi-Cal belongs in the room.
Paying for care / protecting a home—consult topics, not guarantees
Paying for care, household resources, and questions about a home or a community spouse are planning topics for a consult—not guarantees that a strategy will “save everything,” “qualify you,” or “protect the house.”
Coordinating incapacity documents with care reality
A clear DPOA and AHCD often matter as much as the trust itself when care decisions unfold. California Courts Self-Help describes wills, living trusts, powers of attorney, and advance care planning: Wills, estates, and advance care planning. Online summaries cannot replace advice about your facts.
When Medi-Cal planning becomes the deeper conversation
When long-term care cost, the home, a community spouse, or Medi-Cal interaction becomes central, start at Medi-Cal planning. Technical depth as published: Medi-Cal estate recovery in California · Medi-Cal lookback and asset limits in California.
California Medi-Cal rules are detailed and change. Counsel applies current California Medi-Cal rules to your facts. This page does not invent lookback periods, asset limits, recovery percentages, or share-of-cost figures. DHCS publishes public estate-recovery information; agency materials and our planned guides hold the technical detail.
What we do not promise on this page
- No Medi-Cal eligibility prediction from a webpage.
- No care-payment or “protect the house” guarantee.
- No invented lookback / asset-limit / recovery numbers—those belong in counsel-verified Medi-Cal guides and a fact-specific consult.
- No claim that MetLife covers Medi-Cal planning, elder-specialty work, or post-death trust administration.
How CBM helps
Free 60-minute consultation
Start with a free 60-minute consultation. Bring questions about aging, incapacity documents, care options, and whether Medi-Cal planning belongs next. Hiring is a separate decision after you understand the path.
Book: /contact · Call: (805) 915-4793 · Email: Trusts@cbm.estate
Careful, fact-specific advice
We explain options in plain English and apply California rules to your household only after we understand the facts.
MetLife Legal Plans (estate-planning documents only)
If your employer offers MetLife Legal Plans, you may be eligible to receive most estate planning services at no cost for yourself—and often for an eligible spouse and dependents under your plan. Coverage depends on your plan. MetLife members can upgrade to CBM’s Private Client package at a reduced rate for services beyond plan coverage. Mention MetLife when you book.
Scope note: This applies to estate-planning services only—not Medi-Cal planning, elder-specialty work, or post-death trust administration. Planned guide: MetLife Legal Plans estate planning.
Offices · Se habla español
We serve Ventura County and Los Angeles County from:
- Simi Valley: 2655 First Street, Suite 110, Simi Valley, CA 93065
- Glendale: Glendale Plaza, 655 N Central Ave, 17th Floor, Glendale, CA 91203
Local pages: Simi Valley estate planning attorney · Glendale estate planning attorney
Se habla español. Free Simi Valley seminars: /seminar-calendar.
Related: Medi-Cal planning · Estate planning · Trust funding · Trust administration · /guides · /about
FAQs
What is elder law?
Coordinating incapacity documents (including DPOA and AHCD), care-planning conversations, and—when care cost is a concern—a careful crossover with Medi-Cal planning. Our public focus remains estate planning, trust administration, and Medi-Cal planning for long-term care. This page does not list every matter the firm accepts.
How is elder law different from estate planning?
They overlap. Estate planning builds the document set—often a living trust (when appropriate), will, DPOA, and AHCD—plus funding steps. Elder-law conversations add aging, care, and incapacity reality, and know when to deepen into Medi-Cal planning. See estate planning · Living Trust vs Will in California.
Can you help with long-term care planning?
Yes—as a careful planning conversation about documents, roles, and when Medi-Cal themes belong in the room—not a care-payment or eligibility promise from a webpage. Start: /contact.
Do you promise a Medi-Cal result?
No. Eligibility depends on the household’s facts. This page does not predict an outcome. California Medi-Cal rules are detailed and change; counsel applies current rules to your facts after review. See Medi-Cal planning · estate recovery · lookback / asset limits.
When should our family start this conversation?
Earlier is often easier—before a crisis forces rushed decisions—but families also come mid-transition. If documents are missing, agents are unclear, or care costs are already a concern, book a consult without fear marketing.
How does Medi-Cal planning relate to elder law at CBM?
Medi-Cal planning is the deeper conversation when long-term care cost, the home, or a community spouse becomes central. Technical depth lives on Medi-Cal planning and the published Medi-Cal estate recovery guide. The lookback and asset-limits guide is not written yet. We do not invent eligibility or recovery numbers here.
Where are your offices?
Simi Valley — 2655 First Street, Suite 110, Simi Valley, CA 93065. Glendale — Glendale Plaza, 655 N Central Ave, 17th Floor, Glendale, CA 91203. Local pages: Simi Valley · Glendale. Se habla español.
Is the first consultation free?
Yes—a free 60-minute consultation. Book: /contact · (805) 915-4793 · Trusts@cbm.estate. Mention MetLife when you book if your employer offers MetLife Legal Plans (estate-planning coverage only; coverage depends on your plan).
Next step
Free 60-minute consultation
/contact · (805) 915-4793 · Trusts@cbm.estate
If your employer offers MetLife Legal Plans, mention it when you book. Your plan and CBM must confirm coverage, eligible people, matter acceptance, costs, and work outside the plan. Do not assume it covers Medi-Cal planning, elder-specialty work, or post-death trust administration.
Simi Valley: 2655 First Street, Suite 110, Simi Valley, CA 93065
Glendale: Glendale Plaza, 655 N Central Ave, 17th Floor, Glendale, CA 91203
Se habla español. · /seminar-calendar · /guides · /about
This page is for general educational and informational purposes about California elder-law and long-term care planning themes as of the date above. It is not legal advice, does not create an attorney-client relationship, is not a Medi-Cal eligibility determination, and may not reflect future law or agency updates. Outcomes—including Medi-Cal eligibility, recovery exposure, care-payment results, probate exposure, and MetLife coverage—are fact-specific. Consult an attorney about your circumstances. Attorney advertising.