In First Impression Case, Montana High Court Rules Trust Not A Countable Asset

Mealey's (July 2, 2021, 12:54 PM EDT) -- HELENA, Mont. — There are no circumstances under which payment from an irrevocable trust’s corpus could be made for benefit of the settlor, the Montana Supreme Court ruled June 29, reversing and remanding a lower court’s ruling that affirmed an administrative law judge’s denial of Medicaid benefits based on the determination that the trust was a countable resource....