Income

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Community Spouse
The community spouse can have unlimited income without affecting eligibility for the confined spouse.

Confined Spouse
The confined spouse can have no more than $1,869.00 per month (as of 2007, changes annually in January) in income (Income Cap). Any income in excess of this amount will disqualify the confined spouse unless an Income Trust is used (also known as a Miller Trust or Utah Gap Trust).

The Income Trust is simply a conduit to channel the income above the $1,869.00 to the nursing home and not violate the income rule. In other words, the representative of the confined person deposits the excess money in a Trust. The representative (Trustee) pays out of the Trust additional amounts due the Nursing Home based upon estimated patient responsibility.

Confined Spouse Minimum Monthly Maintenance Income Allowance (MMMIA)
If the community spouse has less than $1,650.00 in monthly income (as of 2006, changes annually in July), the Medicaid program allows a diversion of the confined spouse’s income in an amount necessary to bring the community spouse up to $1,650.00.

Assets  |  Income  |  Summary of Assets & Income  |  Gifts

 
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