Estate and trust recovery.

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  • (1)
    • (a) Except as provided in Subsection (1)(b), upon a recipient's death, the department may recover from the recipient's recovery estate and any trust, in which the recipient is the grantor and a beneficiary, medical assistance correctly provided for the benefit of the recipient when the recipient was 55 years of age or older.
    • (b) The department may not make an adjustment or a recovery under Subsection (1)(a):
      • (i) while the deceased recipient's spouse is still living; or
      • (ii) if the deceased recipient has a surviving child who is:
        • (A) under age 21; or
        • (B) blind or disabled, as defined in the state plan.
  • (2)
    • (a) The amount of medical assistance correctly provided for the benefit of a recipient and recoverable under this section is a lien against the deceased recipient's recovery estate or any trust when the recipient is the grantor and a beneficiary.
    • (b) The lien holds the same priority as reasonable and necessary medical expenses of the last illness as provided in Section 75-3-805.
  • (3)
    • (a) For a lien described in Subsection (2), the department shall provide notice in accordance with Section 38-12-102.
    • (b) Before final distribution, the department shall perfect the lien as follows:
      • (i) for an estate, by presenting the lien to the estate's personal representative in accordance with Section 75-3-804; and
      • (ii) for a trust, by presenting the lien to the trustee in accordance with Section 75-7-510.
    • (c) The department may file an amended lien before the entry of the final order to close the estate or trust.
  • (4) Claims against a deceased recipient's inter vivos trust shall be presented in accordance with Sections 75-7-509 and 75-7-510.
  • (5) Any trust provision that denies recovery for medical assistance is void at the time of its making.
  • (6) Nothing in this section affects the right of the department to recover Medicaid assistance before a recipient's death under Section 26-19-201 or Section 26-19-406.
  • (7) A lien imposed under this section is of indefinite duration.




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