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Robert J. Galliano

Copenbarger & Copenbarger LLP

Robert J. Galliano

Copenbarger & Copenbarger LLP

Robert J. Galliano

Copenbarger & Copenbarger LLP

Robert Galliano

Robert Galliano is an attorney with Copenbarger & Copenbarger, LLP.

Practice Areas / Responsibilities

Robert is a Certified Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization and holds a Master’s degree in Taxation from Golden Gate University. Robert has over 30 years of experience helping families with their Estate Planning. As an Elder Law Attorney, Robert helps families in planning for long-term care options, qualifying for Medi-Cal and Asset Protection. Robert was also an Adjunct Professor at National University where he taught Graduate Tax Courses and is a co-author of the book, “More Than Money”. Robert has given hundreds of educational seminars and is a member of the National Academy of Elder Law Attorneys (NAELA). Robert holds a bachelor’s degree in Electrical Engineering and is a Professional Engineer in Control Systems.

Professional Qualifications

Member, State Bar of California
U.S. District Court, Southern District of California
Admitted to practice before the Supreme Court of the United States
Admitted to practice before the United States Tax Court
Accredited Attorney under the Department of Veteran Affairs
Licensed California Real Estate Broker
Securities License Series 6, 7 and 24
Certified Fund Specialist (CFS)

Education

B.S.EE California State University
B.S. Law California Southern Law School
Masters in Tax Golden Gate University
J.D. California Southern Law School

Firm Description

Copenbarger Law Firm was established 1979 by Lloyd Copenbarger in an effort to make sure that every client he represented was protected. He wanted to know that they, their children, and their financial resources were secured to the fullest extent of the law. Lloyd recognized that every person is a unique individual with unique needs and circumstances, and he likes to say, “God didn’t create any ordinary people” and for that reason, forty years later, he is still here to protect every unique individual with every estate planning need.

Throughout the years, the firm has seen many changes, and is now comprised of eight full time attorneys and one additional attorney who is of counsel to the firm, and it continues to grow. However, despite any surface changes, one thing has always remained constant: Copenbarger & Copenbarger LLP. provides clients with excellent legal services in personal estate planning and other related fields.

Hours

Day From To
Monday By Appointment Only
Tuesday By Appointment Only
Wednesday By Appointment Only
Thursday By Appointment Only
Friday By Appointment Only

Cost

What Is an Elder Law Attorney?

Main Office

Two Better World Circle
Suite 105
Temecula, CA 92590

1250 Aviation Ave.
Suite 260
San Jose, CA 95110

On the web

View Firm Website


Medicaid 101
What Medicaid Covers

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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Medicaid’s Protections for Spouses

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

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What Medicaid Covers

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.

READ MORE
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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Medicaid’s Protections for Spouses

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

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Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

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Estate Recovery: Can Medicaid Take My House After I’m Gone?

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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Are Adult Children Responsible for Their Parents’ Care?

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

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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Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

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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.

READ MORE
Grandchildren

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

READ MORE
Guardianship/Conservatorship

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

READ MORE
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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Veterans Benefits

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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