Wash. Admin. Code § 182-516-0145 - Irrevocable trusts containing both assets of the beneficiary and third-party assets

(1) For irrevocable trusts that contain both assets of the beneficiary and third-party assets, the medicaid agency or the agency's designee treats the assets of the beneficiary under the self-settled trust rule in effect as of the date of the trust's establishment:

(a)After August 11, 1993:

(i) For irrevocable self-settled trusts for a disabled client under age sixty-five, see WAC 182-516-0120;

(ii) For irrevocable pooled self-settled trusts for a disabled client, see WAC 182-516-0125; and

(iii) For all other trusts, see WAC 182-516-0130.

(b) Before August 11, 1993, see WAC 182-516-0135. (2) For irrevocable trusts that contain both assets of the beneficiary and third-party assets, the agency or the agency's designee treats third-party assets under the third-party trust rules under WAC 182-516-0140.

Notes

Wash. Admin. Code § 182-516-0145

Adopted by WSR 18-04-037, Filed 1/30/2018, effective 3/2/2018 Amended by WSR 19-02-047, Filed 12/27/2018, effective 1/27/2019