[WSBARP] Medicaid Spend-down Shelter

[Jane Seymour]

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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