<div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div class="gmail_default" style="font-family:garamond,serif;font-size:large">Circling back to this question -- </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large">Does anyone have experience on the logistical pieces of the proof required by DSHS to establish this exemption? </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style=""><span style="font-size:large;font-family:garamond,serif">I see that this is sourced out of </span><font face="garamond, times new roman, serif" style="" size="4">WAC <span style="color:rgb(0,0,0)">182-513-1363(4)(d)(iv)(A)-F), exempting the transfer of a home to a:</span></font></div><div class="gmail_default" style=""><font face="garamond, times new roman, serif" style="" size="4"><span style="color:rgb(0,0,0)"><br></span></font></div><div class="gmail_default" style=""><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in">(iv) Child who lived <b><u>in the home</u></b> and provided care, but only if:</div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in">(A) The child lived <b><u>in the person's home</u></b> for at least two years;</div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in">(B) The child provided <b><u>verifiable care</u></b> to that person during the time period in (d)(iv)(A) of this subsection for at least two years;</div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in">(C) The period of care under (d)(iv)(B) of this subsection was <b><u>immediately before</u></b> that person's current period of institutional status;</div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in">(D) The care was not paid for by medicaid;</div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in">(E) The care enabled that person to remain at home; and</div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in">(F) The <b><u>physician's documentation</u></b> verifies that the in-home care was necessary to prevent that person's current period of institutional status;</div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><span style="font-family:garamond,serif;font-size:large;color:rgb(34,34,34)">WAC </span><span style="font-size:small">182-513-1363(4)(d)(iv)(A)-F) </span><span style="text-indent:0.5in">(emphasis added). </span></div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><br></div><div style="box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><font face="garamond, times new roman, serif" style="" size="4">Are the underlined phrases defined or given more detail somewhere else in the WACs?</font></div><div style="box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><font face="garamond, times new roman, serif" size="4"><br></font></div><div style="box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><font face="garamond, times new roman, serif" style="" size="4">What if the child lived in a mother-in-law cottage next to the home, on the same property, rather than in the actual home? If the property had multiple dwellings, do they need to prove the child was truly living "in the home"? I assume that providing evidence that they were at the same mailing address during the time period would suffice? </font></div><div style="box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><font face="garamond, times new roman, serif" style="" size="4"><br></font></div><div style="box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><font face="garamond, times new roman, serif" size="4">How does the child prove "verifiable care"? Maybe a disinterested third party witness to sign a declaration attesting that the care was provided? </font></div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><span style="font-family:garamond,serif;font-size:large;color:rgb(34,34,34)"><br></span></div><div style="font-size:16px;font-family:"Open Sans",Helvetica,Arial,sans-serif;box-sizing:border-box;color:rgb(0,0,0);text-indent:0.5in"><span style="font-family:garamond,serif;font-size:large;color:rgb(34,34,34)">Does the "physician's documentation" need to be obtained at the time that the gift of the property is made, or can this statement be obtained from a physician retroactively, after the gift of the property was made, based on the doctor's review of prior medical records from the timeframe in question? </span></div></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style=""><span style="color:rgb(0,0,0);text-indent:48px"><font size="4" style="" face="garamond, times new roman, serif">How tough is DSHS in practice, in terms of proving the applicability of this exemption?</font></span></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large">Thanks for any input on this! </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large">Sarah </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><p style="margin:0in 0in 0pt"><b><span style="color:black;font-family:Arial,sans-serif"><font face="arial,helvetica,sans-serif">Sarah O’Farrell McCarthy</font></span></b></p><p style="margin:0in 0in 0pt"><font color="#000000" face="arial, helvetica, sans-serif"><b>(Pronouns: she / her)<br></b></font><font face="arial,helvetica,sans-serif">Attorney, Partner | <font color="#000000">Kelly, Arndt & Walker, <font color="#000000">Attorneys at Law, PLLP</font></font><font color="#000000"></font></font><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:rgb(31,73,125)"><br></span><span style="color:black"><font face="arial,helvetica,sans-serif"><span style="color:black"><font color="#000000">P.O. Box 290 | </font></span></font></span></font></font></font></font></font></font></font></font></font></font><span style="color:rgb(0,0,0);font-family:arial,helvetica,sans-serif">6443 Harding Avenue |</span><span style="color:rgb(0,0,0);font-family:arial,helvetica,sans-serif"> </span><span style="color:rgb(0,0,0);font-family:arial,helvetica,sans-serif">Clinton, WA 98236</span></p><p style="margin:0in 0in 0pt"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:black"><font face="arial,helvetica,sans-serif"><span style="color:black"><font color="#000000"><span style="color:rgb(31,73,125)"></span></font></span></font></span><font face="arial, helvetica, sans-serif">(Located on Whidbey Island, Island County, Washington)<br></font><span style="color:black"><font face="arial,helvetica,sans-serif">Phone: (360) 341-1515 | Fax: (360) 341-3272</font><br><span style="color:rgb(31,73,125)"><a><font color="#222222" face="arial,helvetica,sans-serif">sarah@kawlawyers.com</font></a> <font color="#000000">| <span style="color:black"><span style="color:rgb(31,73,125)"><font color="#000000"><a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></font></span></span></font></span></span></font></font></font></font></font></font></font></font></font></font></p><font face="Times New Roman" size="3"><font face="Times New Roman" size="3"><font face="Times New Roman" size="3"><p style="color:rgb(0,0,0);margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt"><br></span></font></p><p style="margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif" color="#0000ff"><span style="font-size:7.5pt"><b>IMPORTANT NOTICE FOR DELIVERIES TO THIS OFFICE: </b></span></font></p><p style="margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif" color="#0000ff"><span style="font-size:7.5pt"><b>For delivery by USPS, please send to PO Box 290, Clinton, WA 98236.</b></span></font></p><p style="margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif" color="#0000ff"><span style="font-size:7.5pt"><b>For delivery by UPS or FedEX, please send to 6443 Harding Ave, Clinton WA 98236.</b></span></font></p><p style="color:rgb(0,0,0);margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt"><br></span></font></p><p style="color:rgb(0,0,0);margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt">This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged. This information is intended to be for the use of the individual or entity named above, If you are not the intended recipient, be aware that any further review, disclosure, printing, copying, distribution, or use of the contents of this transmission is prohibited. If you have received this electronic message transmission in error, please notify us immediately by reply e-mail and delete the original message. Thank you</span><span style="color:rgb(31,73,125);font-size:8pt">. </span></font></p><font color="#000000" size="3"></font><p style="color:rgb(0,0,0);margin:0in 0in 0pt"><span style="color:black;font-size:8pt"><font face="arial,helvetica,sans-serif"> </font></span></p><font color="#000000" size="3"></font><p style="color:rgb(0,0,0);margin:0in 0in 0pt"><span style="color:rgb(68,84,106);font-family:Arial,sans-serif;font-size:7.5pt"><font face="arial,helvetica,sans-serif">We do not accept service of any kind by e-mail unless expressly authorized in writing by the attorney of record. This e-mail is NOT a contract and is not binding upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.<br></font></span></p></font></font></font></div></div></div></div></div></div></div><br></div></div></div></div></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Feb 15, 2024 at 9:02 PM Lewis, Amy C. <<a href="mailto:ALewis@eisenhowerlaw.com">ALewis@eisenhowerlaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-1871357444395230372">
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<p class="MsoNormal"><span style="font-family:Calibri,sans-serif">Eric,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"> Take a look at page 7 of the attachment, which explains when a home can be transferred without incurring Medicaid ineligibility. Here is a relevant excerpt:<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><img width="366" height="257" style="width: 3.8125in; height: 2.677in;" id="m_-1871357444395230372Picture_x0020_1" src="cid:ii_18df61175b14cff311"></span><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"> I refer Medicaid work to Sean Bleck at STIB Law in Seattle and to Josh Brothers at Brothers & Henderson.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<font size="4" color="#777777"><span style="font-family:Calibri,"sans-serif""><font size="3"><font color="#000000"><u></u>
<p style="font-size:10pt;font-family:Calibri,"sans-serif";margin:0in 0in 6pt"><span style="font-family:Calibri,"sans-serif"">Amy Lewis,
Attorney<br>Pronouns she/her/hers<br></span><img style="height: 68px; width: 211px;" src="cid:ii_18df61175b11a90d30d2" width="211" height="68" border="0"><br></p><u></u></font></font></span><span style="font-size:11pt;font-family:Calibri,"sans-serif""><span style="color:rgb(0,0,0)"><span style="font-size:11pt;font-family:Calibri,"sans-serif"">909 A Street, Suite
600 | Tacoma, WA 98402<br></span><span style="font-size:11pt;font-family:Calibri,"sans-serif""><strong style="color:rgb(0,0,0)"></strong>phone 253.572.4500 | fax 253.272.5732
|</span></span></span><span style="font-size:11pt;font-family:Calibri,"sans-serif""> </span><a href="http://www.eisenhowerlaw.com/" target="_blank"><span style="font-size:11pt;text-decoration:none;font-family:Calibri,"sans-serif";color:rgb(192,0,0)">www.eisenhowerlaw.com</span></a></font>
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<p class="MsoNormal"><b><span style="font-family:Calibri,sans-serif">From:</span></b><span style="font-family:Calibri,sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Eric Nelsen<br>
<b>Sent:</b> Thursday, February 15, 2024 4:57 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Medicaid lien exception - child caring for parent?<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Potential client has been told that, because he cared for his mother for the last 7 years before she went into memory care (she is still living), he can get some kind of exemption or exception from her house being hit with a Medicaid lien.
Can anyone tell me about that, or cite the reg?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Also, he is wanting guidance on what, if anything, he could or should do right now to document his eligibility for the exception. Referrals and self-referrals welcome—<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Client is in King County though it might not really matter for this job. Thanks!<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span>Sincerely,<u></u><u></u></span></p>
<p class="MsoNormal"><span><u></u> <u></u></span></p>
<p class="MsoNormal"><span>Eric<u></u><u></u></span></p>
<p class="MsoNormal"><span><u></u> <u></u></span></p>
<p class="MsoNormal"><span>Eric C. Nelsen<u></u><u></u></span></p>
<p class="MsoNormal"><span>Sayre Law Offices, PLLC<u></u><u></u></span></p>
<p class="MsoNormal"><span>1417 31st Ave South<u></u><u></u></span></p>
<p class="MsoNormal"><span>Seattle WA 98144-3909<u></u><u></u></span></p>
<p class="MsoNormal"><span>206-625-0092<u></u><u></u></span></p>
<p class="MsoNormal"><span><a href="mailto:eric@sayrelawoffices.com" target="_blank">eric@sayrelawoffices.com</a><u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
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