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Asset Evaluations and Protecting Assets

There is one last thing to discuss about the initial protection of assets. Clients who are required to complete an asset evaluation using Spousal Impoverishment rules must do so before assets may be protected.

Remember! In order to protect assets through the LTCP a person must be eligible for MA-LTC. Completion of an asset evaluation is part of the basic MA eligibility determination process when a person, requesting MA-LTC through the Elderly Waiver, due to residence in an LTCF or requesting services through HCBS waiver and has a community spouse.

Process the asset evaluation before allowing the client to protect assets. Determine the Community Spouse Asset Allowance and allow the couple to determine how the assets will be attributed. Once that is complete, assets attributable to the LTC spouse may be protected.

Page 8

Initial Protection

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