Property Ownership

A Minnesota property owner is elderly and concerned about nursing home costs depleting their estate. They want to protect their home from Medicaid estate recovery. Which tool is commonly used for Medicaid planning involving real property?

ASelling the home to a family member for $1
BPlacing the home in an irrevocable Medicaid trust (at least 5 years before needing care)✓ Correct
CAdding a child to the deed as a joint tenant
DRecording a life estate with the Medicaid agency as remainderman

Explanation

Irrevocable Medicaid trusts are used in Minnesota estate planning to protect a home (and other assets) from Medicaid estate recovery. To be effective, the transfer must occur at least 5 years before the homeowner applies for Medicaid (the lookback period).

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