How Does Medicaid Estate Recovery Work when a Testamentary Trust is Involved?
August 9, 2022
Question: What if an unknown Medicaid estate recovery claim pops up, and the surviving spouse is not an explicit heir, but rather beneficiary of a
Question: What if an unknown Medicaid estate recovery claim pops up, and the surviving spouse is not an explicit heir, but rather beneficiary of a
Question: My parents are thinking of putting their primary and only residence into my name so they would qualify for reduced rates in a residential
Question: Can you clarify some benchmark dates for making a long-term care Medicaid application? Does the five-year look-back period start (or end) on the same
Question: I understand that trust distributions are not generally income for Medicaid purposes when paid to a provider of services rather than directly to the
Question: Is it necessary to put assets into a trust, and does this protect your home from Medicaid? Response: It’s certainly not necessary to place
Question: My question is concerning stepped up value for an inheritance from a CCRC – Continuing Care Residential Community. The buy-in was $375,000 after death
Question: I have been on expanded Medicaid for three years. I am 61 years old. Is expanded Medicaid still subject to estate recovery? If I
Question: My partner and I are in our 70’s and not married but all of our assets are in both our names. How will this
Question: We all hear about the 5-year Medicaid look-back period of an irrevocable trust and after the 5 years your assets are protected. What if
Question: Does Medicaid estate recovery only apply to those that are recipients of Medicaid? Response: Yes, but it might not always seem that way. Medicaid