LD 1685
pg. 1
LD 1685 Title Page Resolve, to Change Eligibility for Persons who Transfer Assets and Move into As... LD 1685 Title Page
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LR 1509
Item 1

 
Sec. 1. Asset transfers for persons in assisted living facilities. Resolved: That the
Department of Human Services, Bureau of Elder and Adult Services
shall adopt rules that disqualify persons from eligibility for
state assistance for the costs of residence in an assisted living
facility when they transfer certain assets less than 36 months
prior to moving into the facility, except that, in the case of
irrevocable trusts, the look-back period is 60 months. In
adopting the rules, the bureau shall use the same applicable
criteria and eligibility qualifications as are currently used in
determining eligibility for Medicaid assistance for institutional
nursing care services.

 
Rules adopted pursuant to this section are routine technical
rules as defined in the Maine Revised Statutes, Title 5, chapter
375, subchapter II-A.

 
SUMMARY

 
Currently, a person moving into an assisted living facility
can obtain state funds to offset the cost of the assisted living
facility. State funding is based on the person's ability to pay
and includes any assets owned by that person in the determination
of the ability to pay. A person may avoid the inclusion of those
assets by transferring them to another person prior to moving to
the assisted living facility.

 
This resolve requires the Department of Human Services, Bureau
of Elder and Adult Services to adopt rules similar to those
currently in place for persons institutionalized in nursing homes
and seeking Medicaid assistance. The rules must require the
inclusion in the determination of the level of state assistance
any qualified assets, as determined by the bureau, transferred
less than 36 months prior to moving to the assisted living
facility; for irrevocable trusts, the look-back period is 60
months.


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