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How to use a pooled SNT to eliminate the Medicaid spend-down.

Views: 14170
Posted: 01 Aug, 2008
by David Silva (New York Legal Assistance Group)
Updated: 16 Sep, 2014
by Valerie Bogart (New York Legal Assistance Group)

This memo explains how to use a Pooled Supplemental Needs Trust to eliminate the Medicaid spend-down (updated September 2014)

Note that new State forms (486T and 1151) were released in October 2012 for proving disability, as needed for approval of a Supplemental Needs Trust.  See this article for links to the new forms.  

Also note that NYSARC revised its joinder agreement and certain procedures in June 2012.  Links to these revised forms are on NYSARC website, links  in this article .

Also see these new tools to help clients who want to enroll in pooled trusts, developed by NYLAG:


This article was authored by the Evelyn Frank Legal Resources Program of New York Legal Assistance Group.

NYLAG

Attached files
file Pooled Trust Readiness Checklist.pdf (158 kb)
file SNTShort_2014 (Sept 2014).pdf (748 kb)
file Pooled Income Trust Contribution Worksheet.xls (42 kb)

Also read
document List of Pooled SNTs in New York State
document Advocate's Outline on Supplemental Needs Trusts
document Step-by-step guide to enrolling in a pooled income trust for Medicaid spend-down
document Medicare Savings Programs (MSP) in New York
document Legal Authorities Relating to Supplemental Needs Trusts
document Medicaid Disability Determinations - NYS Forms & Procedures (with updated forms July 2012)
document Applying for Medicaid Personal Care Services in New York City - BIG CHANGES SEPTEMBER 2012

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List of Pooled SNTs in New York State     Legal Authorities Relating to Supplemental Needs Trusts


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