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Title 8: Medicaid Page 55 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Trusts Revised September 13, 2024 Evaluating a Trust

Trustee Chart Use this chart if the member holds legal title to property for the use or benefit of another. (The member is the trustee.)

Does the trustee have power to revoke and use the trust principal and income for the trustee’s own benefit? NO YES The trust is available to the trustee. The trust principal and income are countable as income and resources to the trustee. Is the trustee also a beneficiary?

NO The trust principal and income are not available. Look for trustee fees. YES Is the member both sole trustee and sole beneficiary (or are all trustees also all beneficiaries)?

NO See the beneficiary chart. Refer the trust to the Medicaid trust program at: trust@dhs.state.ia.us. YES The principal and income are available to the client or to all trustees as a joint asset. Refer the trust to the Medicaid trust program at: trust@dhs.state.ia.us.