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Title 8: Medicaid Page 57 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Trusts Revised September 13, 2024 Treatment of Resources in a Trust

Testamentary and Inter Vivos Trusts Medicaid Qualifying Trust (set up before 8/10/93) Irrevocable Trust (set up after 8/10/93) Revocable Trust (set up after 8/10/93) Established by: Someone other than the member is the grantor of the trust. Member or someone acting on member’s behalf is the grantor of the trust. Member or someone acting on member’s behalf is the grantor of the trust. Member or someone acting on member’s behalf is the grantor of the trust. Established with: Funds not owned by the beneficiary before trust was established. Funds owned by the grantor or funds that the grantor is entitled to. Funds owned by the grantor or funds that the grantor is entitled to. Funds owned by the grantor or funds that the grantor is entitled to.