Did you know an ALTCS application can stay in a “pending” status while a Miller/Income-Only Trust is being set up? ALTCS is supposed to notify the applicant that a trust is needed and then give adequate time to set it up. ALTCS is not supposed to deny the application.

If you are told by ALTCS that you will need to withdraw because you make to much money, please ask them to explain what a Miller/Income-Only Trust is and how it can help. You may also call our office and ask someone on our Elder Law team.

If you are told by ALTCS that you make to much money and that they will have to deny the current application, reapply after the trust is set up. Please ask to see policy that talks about the specific time frames involved with establishing a trust. If you have any questions regarding setting up a Miller/Income-Only Trust, please let us know and we’ll be happy to educate you.

Always ask questions and ask to see policy when dealing with ALTCS. It’s your customer right!