Current through Register Vol. 25-01, January 1, 2025
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