ULTRA Estate Planning – ULTRA Estate Planning

Ultra Estate Planning Welcomes IBEW and CSAEW members and retirees. Currently servicing IBEW locals in California and Nevada, Ultra’s Five Facets to a Worry Free Retirement provides planning solutions for your family’s assets and income. Take control of your financial future with GUARANTEED INCOME and RISK FREE INVESTING from ULTRA.

FLLC & Long Term Care Planning

If the need for long term care becomes a reality, there is a new legal strategy to protect the estate from a devastating cost to the family. The average family in California is bankrupt within 2-3 years with the average cost of $8800/month for a skilled nursing facility.

ULTRA’s newest and best solution is our proprietary planning using MediCal gifting guidelines in conjunction with attorney constructed Family Limited Liability Corporation resulting in qualification for benefits within 60 days. The California Department of Health Services then pays the nursing home expense minus applicants share of cost.

This solution allows you to keep control of your assets all the while in their current form so liquidation of rental properties or vacation homes is no longer necessary. The planning has been approved by the State of California and is administered by ULTRA’s MediCal Regulation Specialist. With a 100% success rate in qualifying members for their benefits Ultra is the choice to shelter your assets from a MediCal spenddown.

Fill out the information below or call our office today 800-280-0663 to learn more.

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800-280-0663