Questions Tracker

Purpose: sanitized checklist of questions to resolve before finalizing the BurnRate trust-and-care plan.

Benefits Planner

1. Which benefit programs or waiver pathways are active in the dependent household?
2. What events would jeopardize those benefit paths?
3. What documentation firewall is needed between the support household and dependent household?
4. Which trust-funded expenses are safe, and which require advance review?
5. What review cadence should the household follow after the plan is live?

Elder Law / Trust Counsel

1. Are the trust distribution powers broad enough for the modeled transitions?
2. Can the trust fund the protected condo and related support costs without creating avoidable tax or eligibility issues?
3. What order of operations is legally safest for trust restructuring, sale, and funding transfers?
4. What trustee records are mandatory for future audits, accounting, or recovery disputes?
5. Which plan assumptions require written counsel before execution?

Facility Questions

1. What is the private-pay requirement before a Medicaid bed is guaranteed?
2. What add-on charges are common, and which are avoidable?
3. Will the facility bill a trust directly without a personal guarantee?
4. What happens during Medicaid-pending processing?
5. Which contract terms need counsel review before signature?

Family / Fiduciary Questions

1. What is the acceptable bridge-funding range before Medicaid takes over?
2. How will household equity contributions be documented and reconciled later?
3. Who is first backup trustee if the acting fiduciary cannot continue?
4. Which scenarios are acceptable if care needs accelerate earlier than projected?
5. What assumptions should be revisited annually in BurnRate?