Columbus, OH asked in Estate Planning for Pennsylvania

Q: Trust owns house

Revocable Trust owns house in with trustees were originally my mother and stepfather. They established this in 2007. They were the settlors and trustees. She passed in 2018. He passed in 2021. Successor trustee is me. Can Medicaid take house in estate recovery?

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1 Lawyer Answer
Joshua N. Daly
Joshua N. Daly
  • Estate Planning Lawyer
  • Easton, PA
  • Licensed in Pennsylvania

A: Since it was a recovable trust, and not an irrevocable trust, the trust assets are most likely available to the Estate Recovery Program. However, I strongly recommend taking the trust document to an estate planning or elder law attorney to confirm as much, and also to determine if your parents were the grantors of the trust.

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