Universal Medicaid Asset Protection Trust Template
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
Universal Medicaid Asset Protection Trust (MAPT) template as a multi-state compliant starting point for Medicaid planning. Transfers assets out of the Medicaid-countable estate while preserving a retained interest. Drafted under the Uniform Trust Code with awareness of federal Medicaid look-back rules (42 U.S.C. § 1396p) and DRA 2005 provisions. Includes grantor declarations, irrevocability clause, retained income interest, trustee and successor trustee provisions, distribution restriction to non-grantor beneficiaries, Medicaid recovery compliance, trustee powers, and notary execution block. NOTE: MAPT rules vary significantly by state — confirm your state's look-back period, transfer penalty rules, and exempt asset categories before execution. Instant .docx download.
Who This Is For
- Adults age 55+ planning for long-term care
- Homeowners wanting to protect a primary residence from Medicaid recovery
- Families planning ahead of the 5-year lookback
- Adults wanting to leave assets to children despite Medicaid eligibility
NOT Appropriate For
- Anyone needing Medicaid within 5 years (lookback penalty applies)
- People unwilling to give up principal access
- Anyone with a current Medicaid application or denial pending
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Universal attorney for advice specific to your situation.
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