Asset Preservation Solutions for California

Conserving Family Assets
…and Long Term Care
A Senior Symposium

Medi-Cal Asset Preservation

Schedules for upcoming seminars will be

updated as seminars are scheduled


Four local professionals will speak and answer questions on key issues facing families with seniors desiring to conserve family assets and help family members STAY OUT OF A NURSING HOME. How can your will or family trust be kept current with changes in the law? Does Uncle Sam pay for assisted living, home care or nursing home care? Come get the information your family needs.

Long Term Care—Learn new strategies aware people are using to stay out of a nursing home and “age in place” at home. Residential care costs are over $50,000 a year. How will you pay?

Medi-Cal Planning—When does Uncle Sam pay for Long Term Care? What does the law say about your rights and eligibility?

Investments—Investment Principles and Strategies…understanding the basics.

The Family Estate Plan—Do you have a plan? Will it do what you want it to do?

Medi-Cal Asset Preservation

What: Educational event--long term care, family wealth transfer, estate planning.

Who: For families…children in their 50’s/60’s and parents in their 70’s/80’s.

How much: No cost, but seating is limited.

Medi-Cal Asset Preservation


Senior Symposium Speakers:

William G. Chaddock is a senior Medi-Cal planner at Asset Preservation Solutions for California located in Santa Cruz. He has an MBA in financial management with over 30 years of banking, insurance, securities, real estate management, trust and conservatorship experience. He has developed key proprietary formulas now used in strategic planning necessary for asset preservation. He is acknowledged around the state as an aggressive and thorough planner with an unblemished success rate for preserving family savings. He specializes in asset conservation and also functions as a private fiduciary.

Kathleen A. Brewington has been practicing law in Santa Cruz County for over 25 years and is a lifetime local resident with a focus in estate planning. Her office is located in Santa Cruz where she serves on the board of the Santa Cruz County Bar. She is a member of California Advocates for Nursing Home Reform and the Santa Cruz County Estate Planning Council. As an elder law specialist she limits her practice to estate planning, probate, wills, trusts, conservatorships and Medi-Cal planning.

Home Solutions Success Stories Key Points FAQ
Conserving Family Assets Symposium

Medi-Cal Asset Preservation