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Programs |
Manual Section |
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ALTCS |
The customer owns a revocable trust. She gets $1,200.00 in Social Security income each month, which is direct-deposited into the trust account. In the month that the customer applies for ALTCS, the trustee takes $1,100.00 out of the trust account and gives it to the customer.
The $1,200.00 that went into the trust is higher than the $1,100.00 paid out from the trust. The full $1,200.00 is counted when determining income eligibility and share of cost.
The customer and his wife jointly own a revocable trust. Every month the customer’s $1,500.00 Social Security benefit and his wife’s $300.00 pension payment are direct-deposited to the revocable trust account. The trustee takes $2,000.00 out of the trust account and gives it to the couple. The $2,000.00 paid out from the trust is higher than the $1,800.00 that went into the trust. The $2,000.00 paid out from the trust is counted when determining income eligibility and share of cost.
The customer and her husband jointly own an irrevocable trust. The customer gets $1,200.00 Social Security income per month. The customer’s husband gets $500.00 in military retirement pay. Both the Social Security and the military retirement pay are direct-deposited into the trust account.
In the month that the customer applies for ALTCS, the trustee takes $500.00 out of the trust account to pay the couple’s expenses. The total of all income that went into the trust is higher than the amount paid out. The income assigned to the trust is counted when determining income eligibility and share of cost.