Wash. Admin. Code § 182-516-0110

Current through Register Vol. 24-12, June 15, 2024
Section 182-516-0110 - Self-settled trusts overview
(1) A trust containing the assets of a beneficiary's spouse may be a self-settled trust based on the date it was established. For specific rules regarding this, see WAC 182-516-0130.
(2) To determine whether the assets of the self-settled trust should be counted as income, a resource, or an asset transfer, the medicaid agency or the agency's designee applies the following rules based on when the trust was established:
(a) For revocable self-settled trusts, see WAC 182-516-0115.
(b) For irrevocable self-settled trusts for a disabled client under age sixty-five established on or after August 11, 1993, see WAC 182-516-0120.
(c) For irrevocable pooled self-settled trusts for a disabled client established on or after August 11, 1993, see WAC 182-516-0125.
(d) For all other irrevocable self-settled trusts:
(i) Established on or after August 11, 1993, see WAC 182-516-0130.
(ii) Established before August 11, 1993, see WAC 182-516-0135.

Wash. Admin. Code § 182-516-0110

Adopted by WSR 18-04-037, Filed 1/30/2018, effective 3/2/2018