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State Promising Practices Related to Medicaid Exception Trusts
06/01/2008 | Requests *Summary
Medicaid exception trusts are generally exempt under federal law from the usual rules of counting trust income and resources. A Special Needs Trust (SNT) is a type of exception trust established by certain third parties for the benefit of a disabled individual under age 65. This report highlights examples of state laws, forms, eligibility rules, and operating practices states use to properly administer the statutory SNT provision and make recoveries.
Author
McDonald, Joanne; Raetzman, Susan
Available Files
- Report PDF (306K, 45 pages)
Keywords
Medicaid; Eligibility; Special Needs Trust; SNT; Medicaid Exception Trust; Trust Agreements;
Topic
Developmental/Psychiatric Disabilities, Long-Term Care, Physical Disabilities
Type/Tool
Promising practices, Reports
Source
Thomson Reuters (formerly Medstat)
State
Arizona, Colorado, Minnesota, New York, Oklahoma, Oregon, Vermont, All States/Territories
Date Created
07/03/2008
Contact
Susan Raetzman
susan.raetzman@thomsonreuters.com
202-719-7869
susan.raetzman@thomsonreuters.com
202-719-7869
Short URL
Permission to use any element of this document should be obtained by the above named contact person. Always name the originator as the source of this material.
* Reflects requests since January 1, 2007
Options
HCBS / Clearinghouse for the Community Living Exchange Collaborative / (http://www.hcbs.org)