Miller Trust for ALTCS in Arizona
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Get help setting up a trust for ALTCS
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How Does a Miller Trust Work in Arizona?
A Miller Trust, sometimes called an Income Only Trust, is a mechanism to help seniors and people with disabilities qualify for the ALTCS program. Miller Trusts allow a person to redirect either all, or a portion, of their income to a trust. This is done to help that person qualify for the ALTCS program if they are over the program’s income limit of $2,382 per month. Miller Trusts allow applicants to avoid ALTCS disqualification.
Seniors and people with disabilities deserve to receive the full benefits of the Medicaid system. If a loved one has care expenses that exceed their income, they can use ALTCS to pay for care. Learn how to get your state paid benefits easily without paying attorney fees.
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Free Consultation for a Wide Range of Services
Senior Planning, an Arizona Certified Legal Document Preparer (AZCLDP), offers a complete selection of legal documents related to long term care and estate planning. We can assist with most situations requiring trusts. Our consultations are free and we will tell you right away if we can help you.
List of the most common legal documents we prepare:
How to Establish a Miller Trust
Do I Need the Help of a Professional?
Many people who apply for long-term care through the ALTCS program get denied because they do not meet the income requirements or have paperwork issues. Senior Planning can check if your loved one is eligible for care based on their income, then prepare for you all the documents needed to set up a Miller Trust.
There is nothing stopping you from writing up trust paperwork and establishing an account with a bank that offers trust and estate management services, but unless you have experience with legal documents, it may not be a good idea. Take advantage of Senior Planning’s free consultation to save yourself the hassle.
The best way to establish a Qualifying Income Trust is through a professional. Take advantage of Senior Planning’s free consultation, no obligation.
Consult With a Legal Document Preparer
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To establish an Income Only Trust/Miller Trust you will need the trust document created. A qualified attorney or a document preparation firm such as Senior Planning can do this for you. The bank will then use the trust to open up a dedicated account.
Have The Trust Document Created
2
You need to open a qualified income trust account with a $0 balance, which should be talked about with the bank in advance. Only income going to the applicant can be added to this type of trust, no other person’s income or any other resources can be directed to the Miller Trust account.
Open Up an Income Only Trust Bank Account
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Fill out a short form. Get assistance.
Miller Trust for ALTCS in Arizona
Get help setting up a trust for ALTCS
Senior Planning can help you find care for a loved one before their approval date, while they are still ALTCS pending.
The best way to establish a Qualifying Income Trust is through a professional. Take advantage of Senior Planning’s free consultation, no obligation.
Consult With a Legal Document Preparer
1
To establish an Income Only Trust/Miller Trust you will need the trust document created. A qualified attorney or a document preparation firm such as Senior Planning can do this for you. The bank will then use the trust to open up a dedicated account.
Have The Trust Document Created
2
You need to open a qualified income trust account with a $0 balance, which should be talked about with the bank in advance. Only income going to the applicant can be added to this type of trust, no other person’s income or any other resources can be directed to the Miller Trust account.
Open Up an Income Only Trust Bank Account
3
Once a person is approved for ALTCS, the state will help explain how you can use the money in the trust so your loved one does not get kicked off the ALTCS program. Any money that is left in the account after the death of a person using a Miller Trust will be paid to the state of Arizona.
Use the Miller Trust to Pay For Care
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- Miller/Income Only Trusts/Income Trusts
- Qualifying Income Trust/d4B Trust
- Power of Attorney
- Wills
- Trusts
- Living Wills
- Deeds
- Court Filings including Probate and Guardianship
Once a person is approved for ALTCS, the state will help explain how you can use the money in the trust so your loved one does not get kicked off the ALTCS program. Any money that is left in the account after the death of a person using a Miller Trust will be paid to the state of Arizona.
Use the Miller Trust to Pay For Care
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If you need more information about Miller Trusts or senior care in general, please call us today.
Senior Planning can help ensure you receive the maximum benefits available while preserving as many of your assets as possible.
