GIS 11 MA/028: Expanded Definition of Estate Regulations
To: Local District Commissioners, Medicaid Directors
From: Judith Arnold, Director - Division of Coverage and Enrollment
Subject: Expanded Definition of Estate Regulations
Effective Date: Immediately
Contact Person: Local District Liaison - Upstate (518)474-8887, NYC (212)417-4500
This GIS is to inform local districts that effective 12/6/2011, the revised regulation at 18 NYCRR 360-7.11 that implemented the expanded definition of estate for Medicaid recovery purposes expired. Effective immediately, districts must not include assets that pass outside of the probate estate as part of the decedent's estate for recovery purposes. A revised regulation will be promulgated.
The policy guidance provided in 11 OHIP/ADM-8, "Expanded Definition of Estate for Medicaid Recoveries", regarding the method to use in evaluating life estate interests under the transfer of assets provisions continues to apply.
