Medicaid Permitted Transfers

Medicaid Permitted Transfers

While most transfers are penalized with a period of Medicaid ineligibility, certain transfers are exempt from this sanction. Even after entering a nursing home, you

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Value-of-Trusts

The Value of Trusts

The problem with transferring assets is that you have given them away. You no longer control them, and even a trusted child or other relative

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Medicaid-Wills-Trusts

Testamentary Trusts

Testamentary trusts are trusts created under a will. The Medicaid rules provide a special ‘safe harbor’ for testamentary trusts created by a deceased spouse for

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Medicaid-Safe-Harbor-Trusts

Safe Harbor Trusts

Medicaid rules provide for three ‘safe harbor’ trusts that are notable exceptions to the general trust rules. 1 The first, referred to as a ‘(d)(4) (A)’

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