<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><meta http-equiv=Content-Type content="text/html; charset=us-ascii"><meta name=Generator content="Microsoft Word 15 (filtered medium)"><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
span.EmailStyle17
{mso-style-type:personal-compose;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-family:"Calibri",sans-serif;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal>Listmates,<o:p></o:p></p><p class=MsoNormal>We have our first estate planning issue involving Medicaid eligibility. Client is a 94 year old woman. Her sister-in-law passed away in 2018 and $50,000 to $100,000 (to be determined). While client is still relatively healthy for a 94 year old, her children are concerned that she will soon require services that will exceed her very modest resources. What do you believe might be the best method for her to remain eligible for Medicaid? Can she disclaim the inheritance in favor of her children? Can the estate’s PR give the money directly to a special needs trust under the trusteeship of one or more of the children? Should she embark on a spending spree purchasing items qualifying as “eligible”? Your thoughts would be much appreciated. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b><span style='font-size:14.0pt;font-family:"Arial",sans-serif'>Anthony D. Vivenzio</span></b><span style='font-size:14.0pt;font-family:"Arial",sans-serif'>,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif'>Attorney and Counselor at Law<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>PO Box 208<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>540 Guard Street, Ste. 260<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Friday Harbor, WA 98250<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>(360) 378-6860<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><a href="mailto:vivenziolaw@rockisland.com"><span style='color:blue'>vivenziolaw@rockisland.com</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7E7E7E'>CONFIDENTIAL COMMUNICATION</span></b><b><span style='font-size:9.0pt;color:#1F497D'><br></span></b><i><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7B7B7B'>E-mails from this firm normally contain confidential and privileged material, are for the sole use of the intended recipient and may contain material protected by HIPAA, ERISA or other federal or state law and/or may be protected by legal privileges. Use or distribution by an unintended recipient is prohibited, and may be a violation of law. If you believe that you received this e-mail in error, please do not read this e-mail or any attached items. Please delete the e-mail and all attachments, including any copies thereof, and inform the sender that you have deleted the e-mail, all attachments and any copies thereof. Thank you.</span></i><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7B7B7B'> </span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>