[WSBARP] Medicaid Spend-down Shelter
Jane Seymour
jseymour at whidbey.com
Wed Mar 9 15:15:00 PST 2016
All - Is this proposed trust a form of “Safe Harbor Trust”?
JS Jane Seymour, Attorney at Law
PO Box 1240 Freeland WA 98249
attorney at whidbey.com
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From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Jim Doran
Sent: Tuesday, March 08, 2016 2:52 PM
To: WSBA Elder-law-section; WSBA Real Property Listserv
Subject: [WSBARP] Medicaid Spend-down Shelter
Let me rephrase the question I tried to send out earlier today.
I would like to know what devise is use in order to have people put their assets into a Irrevocable Trust that will protect them from the medicaid spend-down provisions?
I have done special needs trusts to protect the beneficiaries public assistance but I have not done a Trust to protect assets fromthe Medicaid spend down.
I have the Washington Elder Law handbook from the LawLibrary. Can someone point me in the right direction. I am willing to learn.
Thank you.
James R. Doran
Attorney at Law
100 E. Pine Street - Suite 205
Bellingham, WA 98225
(360)393-9506
jim at doranlegal.com
www.doranlegal.com
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