What Do I Need to Set Up a Medicare Set Aside Trust?

Question

What Do I Need to Set Up a Medicare Set Aside Trust?

April 4th, 2023

Q

What documents are needed to set up a Medicare Set-Aside?

Answer 1

A

Medicare Set-Asides are complicated instruments designed to hold money from a settlement in order to reimburse the federal government for future accident-related medical expenses that are paid by the Medicare program. (Learn more about Medicare Set-Asides.) Because Medicare Set-Asides are so complex, they shouldn't be set up without assistance from a special needs planner with experience working with these specific trusts. Find a list of planners in your state.

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Last Modified: 04/04/2023

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