Arden Memo on Transfers to Pooled Trusts for Individuals Over 65

 

Click here for an April 14, 2008, memo by Gale P. Arden, Director of the Centers for Medicare and Medicaid Services' Center for Medicaid and State Operations,Disabled and Elderly Health Programs Group (DEHPG), stating that "only trusts established for a disabled individual age 64 or younger are exempt from application of the transfer of assets penalty provisions".