When a Qualified Income Trust Might Be a Solution

Navigating Medicaid eligibility can feel overwhelming—especially when your income is just a little too high to qualify. That’s where Bertsch & Boze Elder Law, PC comes in. Our attorneys specialize in setting up Qualified Income Trusts (also called Miller Trusts) to help individuals legally and effectively meet Medicaid’s income requirements.

What Is a Qualified Income Trust?
A Qualified Income Trust (QIT) is a special kind of irrevocable trust used to hold the portion of your income that exceeds Medicaid’s monthly limit. Funds like Social Security or pension payments are deposited into the trust and managed under strict guidelines. This legal tool can make the difference between qualifying—or not qualifying—for essential long-term care coverage.

Do You Need One?
You may need a QIT if:
Your income is slightly over Medicaid’s monthly limit
You’re entering a nursing home, assisted living, or need home care
You’re worried about affording long-term care without Medicaid

Setting up this trust allows you to legally align your income with Medicaid’s rules, helping you access the care you need.

How We Can Help
The attorneys at Bertsch & Boze Elder Law, PC offer compassionate, experienced legal guidance every step of the way. We’ll:
Review your income and eligibility
Draft and execute the trust documents
Ensure your trust complies with state requirements
Offer ongoing advice to keep everything running smoothly

Let’s Talk
If you’re unsure about your Medicaid eligibility or think a Qualified Income Trust might be right for you or a loved one, don’t wait.
Reach out today and schedule a consultation. We're here to help you protect your future—and your peace of mind.