WAC 182-516-0145 Irrevocable trusts containing both assets of the beneficiary and third-party assets.

Effective January 27, 2019

  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:
    1. After August 11, 1993:
      1. For irrevocable self-settled trusts for a disabled client under age sixty-five, see WAC 182-516-0120;
      2. For irrevocable pooled self-settled trusts for a disabled client, see WAC 182-516-0125; and
      3. For all other trusts, see WAC 182-516-0130.
    2. 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.

This is a reprint of the official rule as published by the Office of the Code Reviser. If there are previous versions of this rule, they can be found using the Legislative Search page.