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Estate recovery questionnaire

Msa 0006-2025

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The document is a Michigan Estate Recovery Questionnaire from the Michigan Department of Health and Human Services. It provides instructions for completing the form, which includes gathering information about the deceased Medicaid member, their estate, and any potential exemptions from estate recovery. The form requires details such as personal information, probate case status, asset ownership, and caretaker relationships. It emphasizes the need for supporting documentation and certifies the accuracy of the provided information.

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Versions	Form popularity	Fillable & printable
2018	4.8 Satisfied (131 Votes)
2015	4.4 Satisfied (113 Votes)

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What assets are exempt from Medicaid recovery?

Medicaid Estate Recovery Exemptions Life insurance proceeds paid directly to a designated named beneficiary. Assets placed in a trust prior to the death of the decedent. Irrevocable funeral reserves used for the funeral costs. Certain trusts for disabled individuals.

What assets are protected from Medicaid spend down?

California has no asset limit (eff. 1/1/24), and therefore, Asset Spend Down is not relevant for this state.

Which of the following is not an exempt asset ing to Medicaid?

The correct option is b. Vacation home is NOT an exempt asset under the Medicaid eligibility standards.

What assets are exempt from Medicaid Estate Recovery?

Assets that are generally exempt from Medicaid estate recovery include: Property jointly owned by the decedent (the deceased) and another person. Life insurance proceeds paid directly to a designated named beneficiary. Assets placed in a trust prior to the death of the decedent.

How to avoid Medicaid estate recovery in PA?

How to Avoid Medicaid Estate Recovery in Pennsylvania Life insurance Policies. Joint Bank Accounts. Assets in Trust. Reparations Payments to Special Populations. Work with an Elder Law Attorney to Make Exempt Transfers During Lifetime. Caregiver Exception Can Avoid Recovery Against House.