Long Term Care (LTC): Home Property / Revocable Trusts

Effective 09/01/2016

Home Property in a revocable trust is considered an available resource. When a client’s home property is in a revocable trust, the worker informs the client or his or her representative that the home property exemption does not apply unless the property is removed from the revocable trust. The worker provides the client or his or her representative with Form 08AD092E, Client Contact and Information Request, giving the client 10 calendar days to provide proof the property was removed from the trust.

If the client does not remove the property from the trust the worker denies or closes the SoonerCare (Medicaid) benefit when the value exceeds the resource limit per Schedule VIII.D of Appendix C-1, Maximum Income, Resource, and Payment Standards. This applies to all programs; SSP, QMBP, SLMB, QI-1, Personal Care, ADvantage Waiver, & Nursing Facility Services.

When the client provides proof the home property was removed from the revocable trust, it is considered home property and may be exempt under certain circumstances.

Please refer to the following articles on Home Property.

Home Property Overview

Home Property with Equity < the Maximum Home Equity Standard

Home Property with Equity > the Maximum Home Equity Standard

Home Property Forms

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