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bradget4 Asked January 2013

My uncle applied for Medicaid but he passed before it was completed. His bank account is in trust for me. Is it mine now?

My uncle was in a nursing home since Jan 2012. They applied for Medicaid but he passed in Jan 2013 so the process was not completed. He left a passbook in his name and I was listed "in trust for". Does this money belong to me or will NYS come after it.

EXPERT Carol Bradley Bursack, CDSGF Jan 2013
That depends on the trust, but if this is simply a passbook account, I'd say they'll likely take payment for any unpaid bills. I'd be prepared for this, anyway. Don't spend the money until you know it's yours.
Take care,
Carol

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