Homestead Exclusion Ends
Now that you have learned how to determine when an LTCF client’s homestead is excluded, it is time to learn what to do when that homestead exclusion reason ends.
Always determine whether another exclusion reason is met when the current exclusion ends. When no other exclusion reason applies and you:
- Can anticipate when the exclusion will end you must provide written notice 30 days in advance of the expiration of the exclusion to inform the client that the equity value of the homestead will be counted toward the asset limit unless a reasonable effort to sell the property is made.
- Could not anticipate when the exclusion would end, count the equity value of the homestead in the asset total and provide 10-day notice of closure if the total exceeds the client’s asset limit. You must give the client an opportunity to reduce excess assets following basic MA asset reduction policy. Add worker comments to the notice informing the client that the equity value of the homestead will not be counted if a reasonable effort to sell the property is made. Continue to exclude the equity value of the homestead if the client takes steps to make a reasonable effort to sell the property.
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Asset Requirements - Homestead Exclusion