Medi-Cal Qualification


The cost for nursing home care in California can deplete a family’s estate in the matter of a few years. ULTRA’s proprietary planning employs existing California Department of Health Services Regulations and California Corporate Law to safe harbor your assets from a Medi-Cal spenddown and recovery action.

If you or a loved one plan to move into a nursing home and your estate exceeds the limit for Medi-Cal qualification, an ULTRA advisor and Medi-Cal Regulation Specialist will work with you and your family to shelter those nonexempt assets for future generations.

Do you have a parent or spouse who may need to move to a nursing home soon?

Call 800-280-0663 to schedule your Complimentary Consultation!

Our Services


Contact Us

501 N. El Camino Real, Suite 200
San Clemente, CA 92672

Our Team 

We are comprised of licensed, bonded and insured, Legal Document Assistants, Independent Insurance Producers, Realtors, and Certified Financial Planners. ULTRA Advisors are not attorneys and cannot lawfully provide legal advice or representation.