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Carmen B. Marquez

Carmen B. Marquez, PC

Carmen B. Marquez

Carmen B. Marquez, PC

Carmen B. Marquez

Carmen B. Marquez, PC

Attorney, Carmen B. Marquez is an experienced, thoughtful estate planning attorney and the founder of Carmen B. Marquez PC. She graduated from Loyola Marymount University in 1993 with a degree in Business Administration with an emphasis in International Business and a minor in Spanish Literature. Carmen received her Law Degree from Southwestern University School of Law in 2001. She worked full time and had both of her children while attending law school. She passed the California Bar exam on her first attempt in December 2001, licensed to practice law in the State of California. After graduating from Law School, Carmen was an associate attorney in an Elder Law Firm working in the Medi-Cal Planning department.

As a young child, Carmen was very curious and was always at the top of her class; she excelled in math and history. She grew up in Los Angeles in an impoverished neighborhood. She considers her father the most significant influence of her life, although she was only 9 ½ years old when he died. He was the person who believed in her and encouraged her to go to college and become an attorney. In many ways losing her father is why Carmen is an estate planning attorney today.

Carmen is one of a few bilingual Spanish Speaking attorneys in Southern California who practices Estate Planning. In 2012, she decided to open a law firm to provide quality estate plans at affordable prices. She has guided and helped hundreds of individuals, couples, and families set up estate plans that are right for them.

Carmen married her college sweetheart. In 1998, after the birth of their first child, they moved from Los Angeles County to Ventura County to raise their family. She opened her first law office in Simi Valley, California but quickly added a second office in Glendale, California. Her Glendale and Simi Valley offices signify the communities close to her heart.

Carmen’s pride and joy are her children, Briana and Andrew. When she is not hard at work on estate plans, trust administrations, or Medi-Cal planning, she loves to travel with her husband, try new restaurants, read, and spend time with her family and friends making memories that will outlast her life.

Firm Description

At CBM, we excel at educating and guiding you, our client, in making the best financial and legal decisions and appointing the right individual to carry out the terms of your Trust and other estate planning documents. We enjoy getting to know you and what is important to you so we can build a lifetime relationship. Life is unpredictable, so we believe you must review your plan every 3 to 5 years to ensure it continues to meet your needs.

Our extensive legal expertise in Estate Planning, Trust Administration, and Elder Law Planning allows us to help you protect yourself, your assets, and your loved ones.

We provide you with a free 1-hour consultation. At our first meeting, we aim to get to know you, your situation, and your specific needs. We gather the information needed to help you create a customized plan or assist you with the trust administration if you were appointed trustee of someone else’s Trust.

Hours

Day From To
Monday 9:00 AM 6:00 PM
Tuesday 9:00 AM 6:00 PM
Wednesday 9:00 AM 6:00 PM
Thursday 9:00 AM 6:00 PM
Friday 9:00 AM 3:00 PM
Saturday 11:00 AM 2:00 PM

Cost

What Is an Elder Law Attorney?

Main Office

450 N. Brand Blvd.
Suite 600
Glendale, CA 91203

2655 First Street
Suite 250
Simi Valley, CA 93065

On the web

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Social Media


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In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

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Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

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Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

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Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

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ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

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Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

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Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

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Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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