This full-day program reviews the types of trusts most often encountered in Medicaid caseloads. Definition of common trust terms, the role of trustee and his/her discretion, treatment of trusts where the Applicant/Recipient (A/R) is grantor and/or beneficiary, Medicaid Qualifying trusts, Omnibus Budget Reconciliation Act (OBRA) ’93 trusts, and Exception and Supplemental Needs Trusts will be discussed.

As a result of the training, participants will be able to:

  • Identifying types of Trusts funds
  • Distinguish the difference between MQT’s and OBRA 93 Trusts
  • Distinguish the difference between Revocable and Irrevocable Trusts
  • Distinguish the difference between individual Exception Trusts and Pooled Exception Trusts
  • Determine countable income/resources of Trusts
Default Location:

Monroe County DHS, Room 142

111 Westfall Road
Rochester, NY 14620
United States