Your state's pack. New issue every Monday. Bookmark it. I built this for the California T&E solo who knows the Probate Code cold but still loses an afternoon a week tracking the moving Medi-Cal pieces.
For licensed attorneys. This pack is general legal information and professional commentary for practicing attorneys — it is not legal advice, does not apply to any specific matter, and creates no attorney-client relationship. Verify every authority against the cited primary source before relying on it with a client. Published by Mike Moss, a Utah-admitted attorney, as an AI-enablement information product; it is not an offer of legal services and is not a representation that the author is admitted to practice in your jurisdiction.
Three developments I think actually matter to a California T&E solo. Each has a read that lands on your practice specifically — and each comes with a reachable citation so you can verify it yourself before you use it with a client.
Since deaths on or after January 1, 2017, California recovers Medi-Cal costs only against probate assets (SB 833; Welf. & Inst. Code § 14009.5).
This is the structural fact a California Medi-Cal plan is built around. A funded living trust is the recovery shield; the malpractice trap is the unfunded trust.
Cal. Welf. & Inst. Code § 14009.5 · leginfo.legislature.ca.gov
After the 2022–2024 phase-out, the asset limit returns at $130,000 for one person.
For a California solo this re-opens a planning practice that had gone dormant. AB 116 (Ch. 21, Stats. 2025); DHCS ACWDL 25-18 & 25-20.
Cal. Assembly Bill 116 (Ch. 21, Stats. 2025) · dhcs.ca.gov
Maximum CSRA is $162,660 (minimum $32,532); California applies the higher $1,130,000 home-equity limit.
Two places this lands: community-spouse protection math and high-value-home clients. Flag the 2028 H.R. 1 change now.
42 U.S.C. § 1396p · CMS 2026 Standards (medicaid.gov)
This week in California for the T&E solo with Medi-Cal-planning clients: what the State Bar of California, county bars, and DHCS bulletins put in front of you.
The State Bar CLE calendar, the Trusts and Estates Section, and the DHCS bulletins all publish on different schedules. This is that sift, already done, with the link on each item.