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Trust Planning for MCA Payments?

Client Case Discussion

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October 2, 2025 at 2:36 pm #36303
Russell Farbiarz
I have a client who is relatively young and receiving fairly large MCA payments from his Wife who is currently on Medicaid in Pennsylvania and in a SNF. He has asked me how to assist with protecting the payments he is receiving from Medicaid if he were to need to go into a facility. I have considered a Medicaid Asset Protection Trust for him as I don’t believe these distributions are considered “gift” that would impact his Wife’s eligibility. Anyone have any experience with this?

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Sharing the Planning Experience The National Attorney Message Board

Trust Planning for MCA Payments?

Sharing the Planning Experience
The National Attorney Message Board