Why is the Beneficiary’s age relevant to the Pooled Medicaid Payback Trust establishment?

October 14, 2020

A Beneficiary who is age 65 or older at the time a Pooled Medicaid Payback Trust is established and/or funded may be penalized for funding the Trust if the Beneficiary receives Medicaid or Supplemental Security Income (SSI). Please contact our Trust Development Coordinators for information if the prospective Beneficiary is a Medicaid or SSI recipient and is 65 or older. This is not a concern when establishing a Master Trust.