Life Estates Affected by Wisconsin’s Medicaid Estate Recovery Program Changes

Important
CHANGES  TO  THE
ESTATE  RECOVERY  PROGRAM
BEGIN  AUGUST  1,  2014


Formerly, Wisconsin Medicaid Estate Recovery Program ( ERP ) did not pursue recovery from Life Estates.  ERP will now pursue recovery from Life Estates created on or after August 1, 2014.  The Department would recover only the life tenant’s interest remaining at the time of death.

For those people who currently have a Life Estate in place, you will be
grandfathered in as of August, 1, 2014.

Those interested in setting up a Life Estate to protect your property, please contact our office IMMEDIATELY to schedule an appointment.

APPOINTMENT DEADLINE IS JULY 16, 2014.  

CALL  920-364-9929