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technique
Outright Gifting
Last discussed Aug 26, 2026
A Medicaid planning technique where assets are transferred directly to family members (e.g., children) more than 5 years prior to applying for Medicaid, removing them from the applicant's countable resources.
Recently discussed in
Medicaid Planning For Long-Term Care And Its Ethical Implications For Advisors, With David Haughton
David Haughton · Aug 26, 2026
What creators say
DH
David Haughton
mentioned
Used for: Removing assets from the Medicaid estate by transferring them to children or other family members ahead of the 5-year look-back period
Praised: Assets are removed from countable Medicaid resources
vs: Compared to irrevocable Medicaid trusts as an alternative approach; noted ris...
"The most basic is outright gifting of the assets. You could give the assets to the children potentially, and they will no longer be countable as the Medicaid applicant's assets. However, there is what is called a 5-year look-back period."
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