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Miller/QIT Trust

In order to be eligible for Medicaid long-term care services, (e.g. to stay in a nursing home paid for by Medicaid) a person’s income must be below the Ohio Medicaid limit. In 2019, this limit is $2,313.00 per month.

If a person receives more than the monthly amount, the excess income can be deposited into a Qualified Income Trust (QIT), sometimes called a “Miller” Trust. Depositing excess income in a QIT permits a person to remain or become eligible for Medicaid long-term care services because Medicaid does not count the income over the limit.

The trust may be established by the individual, the individual’s spouse, a person with legal authority to act for the individual (POA/ guardian) or a person, acting at the direction or upon the request of an individual or the individual’s spouse.

To be valid in Ohio, a QIT must:

Money put in the QIT can be used to pay for the following expenses, but is not limited to this list:

Three forms are associated with this process:

Form TR.10 [1] – Motion To Establish And Fund Qualified Income Trust
Form TR.11 [2] – Order To Establish And Fund Qualified Income Trust
Form TR.12 [3] – Qualified Income Trust Form