[WSBARP] likely referral - medicaid, inheritance, trust

[Victor R]

call COSMIN POPA


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Victor Ro, Esq.
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On Fri, May 20, 2016 at 1:28 PM, Anthony Gibbs <
a.gibbs at northwestcivillawgroup.org> wrote:

> Got a call from a PC who has received significant treatment through
> medicaid in the last 7 years and will likely need further medicaid
> assistance in the future; he lives on SSDI.
>
> He is due to receive an inheritance $20-40k from the death of his mother
> soon and asked about whether it is possible to set up a trust to receive
> the inheritance and avoid the possibility of losing eligibility for
> medicaid or facing the prospect of having medicaid seek to reimburse itself
> from his inheritance.
>
> I know medicaid stuff is fairly particular so if anyone is interested in
> speaking with this gentleman, I'm happy to pass on his information.
>
> Thanks,
> Anthony
>
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