<div dir="ltr"><div>Thanks for sharing!</div><div><br></div><div>Tom</div></div><div id="DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2"><br>
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</table><a href="#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2" width="1" height="1"></a></div><div class="gmail_extra"><br><div class="gmail_quote">On Mon, Apr 3, 2017 at 12:26 PM, Forrest Carlson <span dir="ltr"><<a href="mailto:forrest@forrestcarlson.com" target="_blank">forrest@forrestcarlson.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div bgcolor="#FFFFFF" text="#000000">
Although nobody responded to this, I discovered an answer and will
share it with the list for posterity:<br>
<br>
I put in a call to the Estate Recovery department at the Office of
Financial Recovery of DSHS. The representative told me that DSHS's
position on WAC 182-527-2746(4)(c) is that DSHS will make no effort
to recover Medicaid payments against property that was held by the
decedent at the time of death as JTWROS if the joint tenancy had
existed continuously since before July 1, 2005. This is true even if
the estate is otherwise insolvent (as one would expect it to be in a
Medicaid recovery scenario), which means DSHS will not pursue the
JTWROS asset in its capacity as an unsecured creditor -- at least,
according to the representative I talked to.<br>
<br>
I have been unable to find any case, ruling, or even discussion on
this specific question in any of the state deskbooks or practice
materials.<span><br>
<div class="m_-4975752695114059920moz-signature"><br>
Forrest Carlson<br>
Assemble Law Group, PLLC<br>
<a href="https://www.assemblelaw.com" target="_blank">www.assemblelaw.com</a><br>
<a href="tel:(206)%20631-9575" target="_blank" value="+12066319575">(206) 631-9575</a>
<br>
<br>
</div>
</span><div><div class="h5"><div class="m_-4975752695114059920moz-cite-prefix">On 3/30/2017 2:07 PM, Forrest Carlson
wrote:<br>
</div>
</div></div><blockquote type="cite"><div><div class="h5">
Greetings list mates,<br>
<br>
Can any of you provide any guidance on this estate recovery
scenario?<br>
<br>
The hypothetical elderly, unmarried client (HC) has qualified for
and is receiving Medicaid benefits that will subject her estate to
estate recovery. HC's home is an exempt asset held as JTWROS with
her adult son. Importantly (or perhaps not), HC acquired the
interest in the home several decades ago (long before the critical
date of July 1, 2005). Assume the son is not a caregiver, blind,
disabled, or otherwise eligible to receive the home by inter vivos
gift without risking Medicaid ineligibility. Other than the home,
HC's estate is expected to have no assets having more than nominal
value.<br>
<br>
I understand the general rule is that DSHS can use a lien to
recover against nonprobate assets, including JTWROS property.
However, WAC 182-527-2746(4)(c) says that the agency "may not
enforce a lien" against JTWROS property if the decedent's right in
the property vested before July 1, 2005. This looks like a blanket
prohibition against enforcing a lien against the property HC will
have held JTWROS.<br>
<br>
Is this a complete bar to DSHS's recovery against the JTWROS
property, or does it simply mean that DSHS's claim against the
estate is unsecured? I have too little experience to know whether
DSHS's authority to recover Medicaid payments is limited to
enforcing liens or whether it could simply treat the debt like any
other unsecured creditor's claim against the estate.<br>
<br>
Thank you for any guidance.<br>
<div class="m_-4975752695114059920moz-signature"><br>
Forrest Carlson<br>
Assemble Law Group, PLLC<br>
<a href="https://www.assemblelaw.com" target="_blank">www.assemblelaw.com</a><br>
<a href="tel:(206)%20631-9575" target="_blank" value="+12066319575">(206) 631-9575</a> <br>
<br>
</div>
<br>
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