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The disability determination standard is added. The N.C. General Statute 108A-70. 5 regarding Estate Recovery has been added. DMA-5054 Medicaid Estate Recovery Claim is revised to include the definition of hardship and reflect 200 of the Federal Poverty Level as the correct threshold for undue hardship. The address for undue hardship claims has been updated. DMA-5056 Estate Recovery Information Form is revised to include form DMA-5054 in the list.

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Medicaid Estate Recovery Program (MERP) ing to NC Law passed in 2018, Medicaid can recover their expenditure on you for long term care from your estate including all of the real and personal property considered assets of the estate.

Estate Recovery means a claim is filed against the estate of a deceased beneficiary to recover Medicaid dollars paid on behalf of the individual.

To learn more about NC Medicaid Direct, call 1-888-245-0179.

As a result, when a Medicaid recipient dies, the state of North Carolina files a claim against the estate and demands to be repaid. Repayment means the state may require the sale of the family home. There are ways of protecting your home, discussed generally below.

An irrevocable trust can protect your assets against Medicaid estate recovery. Typically, Medicaid can seek assets from your estate after you die to reimburse the Medicaid program for the cost of care you received at a long-term care facility. But you no longer own assets in an irrevocable trust.

State Exemptions From Medicaid Recovery They cannot recoup expenses if your spouse is still living. As long as your spouse lives longer than 1 year after you die, Medicaid cannot make a claim on the estate for your expenses.

In NC, it is calculated for a 6-month period. Once the “spend down” is met, one will be income-eligible for the remainder of the period. The Medically Needy Asset Limit is $2,000 for an individual and $3,000 for a couple.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232