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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">In my humble opinion their interpretation can’t be correct – now they can consider a Medicaid trust if that’s what want to do – become poor and no assets to their name and/or
no rights to said assets and then last the 5 year look back period without needing Medicaid. Also most people don’t understand that there are income restrictions on the Medicaid system. I have seen many a trusts set up for Medicaid planning only to tell
the person in front of me, this trust would have likely never worked for the purpose it was set up for because your mom/dad/spouse made too much income each month. There simply is no way to get something without loosing something.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">I also mention to my clients trying to get “free” health care that they should take a walk through some Medicaid facilities, semi-private pay and private pay – if they still
think it’s a good idea to make themselves poor and their income levels or such to allow it, I send them to a true Medicaid planner.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">One approach when people tell me they were “told” by so and so is for me to say “great – I’m not sure where they (the people passing on this info) are coming from so could
you ask them to provide me the information that the believe sets this up? I’d love to follow up on this for my practice going forward.” I can tell you I have never gotten a response. What it typically turns out to be is someone selling revocable living
trusts which set up Medicaid trust for the surviving spouse.<o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold";mso-ligatures:none"><o:p> </o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold";mso-ligatures:none">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Douglas Eden, P.S.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">717 W. Sprague Ave., Suite 1500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Spokane, WA 99201<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">509-455-5300<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;mso-ligatures:none">KINDLY ALLOW 2-4 WORKING DAYS TO RECEIVE A RESPONSE TO NON-URGENT EMAILS. FEEL FREE TO SEND YOUR EMAIL (OR RESEND YOUR EMAIL AS THE CASE MAY BE) MARKED URGENT IN THE
SUBJECT LINE.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black;mso-ligatures:none">DISCLAIMER: the preceding message and any attachments may contain confidential information protected by law, the attorney-client privilege or other privilege. This communication
is intended to be private and may not be recorded or copied without the consent of the author. If you believe this message has been sent in error, REPLY to sender and then DELETE this message. Thank you. </span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Paul Neumiller<br>
<b>Sent:</b> Thursday, July 27, 2023 12:55 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Trusts and Friend-Educated Clients<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">This was a new one for me so I thought I’d bounce it off the hive-mind. New estate planning clients have insisted they need a WA trust because the trust would make their
Obama Care expenses free. They say that their “good and very knowledgeable” friends told them that they set up a WA trust and now they qualify to get all medical expenses for free. Any ideas?
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><a name="Paul_A__Neumiller"><span style="mso-ligatures:none"><img border="0" width="250" height="150" style="width:2.6041in;height:1.5625in" id="Picture_x0020_1" src="cid:image001.jpg@01D9C08E.DB559B90"></span></a><span style="mso-bookmark:Paul_A__Neumiller"></span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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