Law Firm Publishes Explainer on Special Needs Trusts and Medicaid Eligibility
Lippes Mathias LLP published an educational article explaining how special needs trusts can preserve Medicaid and SSI eligibility for individuals with disabilities who receive inheritances, gifts, or legal settlements. The piece outlines how direct financial transfers can disqualify beneficiaries from needs-based programs, and describes trust structures designed to maintain eligibility while providing supplemental support. The article is a general educational resource for families and estate planners, not a policy development or regulatory action. It does not announce new guidance, legal precedent, or program changes affecting Medicaid administration.
Special needs trusts affect Medicaid eligibility determinations for individuals with disabilities, an area state agencies and MCOs encounter in LTSS and disability program administration, though this is general educational content rather than actionable policy guidance.
LTSS
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