Rosā Law Offices

Elder Law Attorney Lodi, CA

Why You May Need an Elder Law Attorney

Rosā Law Offices is one of the most experienced firms in Lodi, CA, practicing elder law. Since 1995, we’ve supported hundreds of families navigating legal matters related to aging. Contrary to popular belief, estate planning is no longer reserved for the ultra-wealthy. Any family with a home or other valuable assets can benefit from having a well-prepared estate plan to safeguard their loved one’s inheritance. Our clients bring a variety of legal concerns, from routine estate planning to complex probate matters.


Some are focused on protecting their family through proactive planning, while others come to us during the emotionally challenging time of losing a loved one. No matter the situation, our professional and compassionate legal team is prepared to help.

The Elder Law services we offer include, but are not limited to:

  • Asset Protection:

    Using advanced estate planning tools, we help safeguard a client’s assets—such as real estate, savings, stocks, and mutual funds—so they are not considered disqualifying for essential healthcare benefits.

  • Medi-Cal Planning:

    We assist clients in becoming eligible for California Medi-Cal benefits, even if they were previously told they didn’t qualify due to income or assets.

  • Medi-Cal Recovery Prevention:

    We provide strategies to protect client assets from Medi-Cal recovery efforts that might otherwise result in the forced sale of a family home due to a lien placed by the government.

  • Services for the Elderly:

    Understanding the unique needs of aging or incapacitated individuals, we create and implement care plans designed to provide the highest quality of life.

  • Trust Administration:

    With living trusts becoming increasingly popular, we provide trust administration services to ensure a smooth process in settling the estate and distributing assets to heirs or beneficiaries.

  • Probate:

    As your trust administrator, we help you avoid costly errors and handle all probate steps properly so heirs receive their full inheritance in accordance with the decedent’s wishes.

Protecting Your Estate from Medi-Cal Recovery

Medi-Cal is the only government program that pays for long-term care in a skilled nursing facility. Many families are unaware that Medi-Cal can later seek reimbursement for these expenses from the estate of the deceased. This often includes forcing the sale of the home or liquidating other assets to cover care costs. One of the most important roles of an Elder Law Attorney is to protect a family’s estate from Medi-Cal recovery following the death of a spouse. With proper planning, we help clients safeguard their property from such claims. The ideal time to begin Medi-Cal planning is now. Waiting too long can reduce your ability to protect assets or make necessary arrangements. Future updates to California law may further limit planning opportunities. Consulting with an Elder Law Attorney early offers more flexibility and options.

Navigating Long-Term Care Costs with Confidence

By beginning Medi-Cal planning today, you can preserve your inheritance, manage future healthcare costs, and ensure access to long-term care without financial hardship.


The transition to a nursing home is stressful and emotionally draining. On top of this, families are often shocked by the high cost of care—bills can reach thousands of dollars each month. In such times, making informed financial decisions is essential. Rosā Law Offices in Lodi, CA is here to help you understand your options and relieve that financial pressure. You don’t have to navigate this alone—an experienced Elder Law Attorney can be the trusted advisor your family needs.

Rosā Law Offices

Frequently Asked Questions

  • Should I Hire an Elder Law Attorney?

    Elder Law Attorneys specialize in a legal field dedicated to addressing the unique needs of older adults and their adult children. An Elder Law Attorney ensures you have the critical legal documents in place to grant the authority needed to provide the highest level of care for yourself, a partner, or an aging loved one—both now and in later stages of life.


    An experienced elder care attorney will prepare the necessary documents and develop a strategic plan to accommodate future healthcare requirements, including skilled nursing facility care.

  • What Is the Difference Between Estate Planning and Elder Law?

    Elder Law is a specialized area that incorporates Estate Planning with the goal of protecting family assets while preparing for long-term care needs that may arise in the future.

  • What Are the Most Common Elder Law Questions?

    Below are some frequently asked questions regarding elder law:


    • At what age should I contact an Elder Law Attorney?
    • How can I avoid probate?
    • Is a Living Trust still necessary if I already have a Will?
    • How can I reduce or avoid estate taxes?
    • Can I qualify for Medi-Cal to cover nursing home care?
    • How can I preserve assets for my beneficiaries?

    Rosā Law Offices in Lodi, CA can answer all of these questions and more. Call 209-333-8061 today to schedule a free consultation with a knowledgeable Elder Law Attorney.

  • Where Can I Find an Elder Law Attorney Near Me?

    Rosā Law Offices proudly serves Lodi, CA and surrounding areas. Our office offers in-person appointments while following all recommended safety protocols for the well-being of our clients and team. We also provide virtual video consultations for individuals who are unable to visit in person. To schedule your free consultation with an Elder Law Attorney, call 209-333-8061 today.