This workshop provides a comprehensive introduction to how various types of trusts are evaluated when determining resource eligibility for non-MAGI Medi-Cal programs.
Key topics include:
• Core definitions and terminology
• OBRA ’93 Trusts
• Medicaid Qualifying Trusts (MQTs)
• Similar Legal Devices (SLDs)
• Pre-OBRA’93 Trusts and Special Needs Trusts
By the end of this session, participants will be able to identify key elements within trust documents and understand the critical factors that influence eligibility determinations. Real-world examples will be used to illustrate concepts and support practical application.
Key topics include:
• Core definitions and terminology
• OBRA ’93 Trusts
• Medicaid Qualifying Trusts (MQTs)
• Similar Legal Devices (SLDs)
• Pre-OBRA’93 Trusts and Special Needs Trusts
By the end of this session, participants will be able to identify key elements within trust documents and understand the critical factors that influence eligibility determinations. Real-world examples will be used to illustrate concepts and support practical application.
Course Code
511507