Irrevocable Trust for Medicaid Purposes

by Heidi
(Deerfield Beach, FL)

I am searching to see if there are official forms needed for Florida to prepare an irrevocable trust for Medicaid eligibility purposes. I understand that there is a 5 year lookback period.

Comments for Irrevocable Trust for Medicaid Purposes

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Personal Experience
by: Judith Byrd

When we had to apply for Medicaid for my late husband, the administrator of the facility he was in was invaluable in helping me complete all the MANY forms. In addition, she directed me to a facilitator at our local hospital. Many of your questions can be answered by these folks. At least ask.

by: FALDP Staff

Florida document preparers are prohibited from doing anything related to Medicaid Planning. We are not even allowed to sell forms or kits. Only financial planners or attorneys may assist with medicaid planning. We forwarded the contact form you sent to one of our members who is a financial planner. I expect he'll contact you soon. If you do not hear from him, please call 800-515-0496 or send another contact form, and we'll contact him for you.

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