California Court of Appeal

Reset A A Font size: Print

BONTA v. ARNOLD, B172890

Upon the death of the beneficiary of a special needs trust, any remaining trust assets are treated as part of the beneficiary's estate pursuant to Probate Code section 3605(b), and trust assets distributed solely to an adult disabled child are exempt from Medi-Cal reimbursement claims pursuant to Welfare and Institutions Code section 14009.5(b)(2)(C).

Appellate Information

  • Decided 12/22/2004
  • Published 12/22/2004

Judges

  • GRIGNON, J.

Court

  • California Court of Appeal

Counsel

  • For Appellees:
  • Beverly Hills Law Associates, Steven M. Losh and Angelica M. Leon, Beverly Hills, for Defendant and Appellant., Bill Lockyer, Attorney General, Doug Press, Acting Senior Assistant Attorney General, John H. Sanders and Jennifer M. Kim, Deputy Attorneys General, for Plaintiff and Respondent.
Copied to clipboard