SESSION 1 — 42 mins, credit 0.75 | 0.75 ethics
Outstanding Debts vs. Medicaid Payback: Does Death Kill the Debt? (Mar 2019)
Discuss how a trustee should handle a variety of claims, debts, or expenses of the trust, or of the deceased beneficiary, before Medicaid payback. Can a trustee pay for funeral expenses, outstanding caregiving expenses, legal expenses, reimbursements to family members, etc. before reimbursing state Medicaid agencies, or does Medicaid reimbursement trump all?
Originally presented at: Feb 2019 Special Needs Trusts