Use of Trusts In Medicaid and non-Medicaid Asset Protection

Bradley E.S. Fogle

(professor of law, St. Louis University), Jr. has published his article entitled Scylla and Charybdis Attack: Using Trusts for Medicaid Planning and Non-Medicaid Asset Protection, 35 Am. C. of Trust & Estate Counsel 45 (Summer 2009).  The editor’s synopsis of the article is below:

Trusts are frequently an important part of both Medicaid planning and non-Medicaid asset protection.  Despite the superficial similarities between the two areas, there are important differences.  The 2006 changes to the Medicaid qualification rules have exacerbated these differences.  For this reason, the careful planner should be familiar with both Medicaid planning and non-Medicaid asset-protection rules.