S T A T E O F N E W Y O R K
________________________________________________________________________
9227
I N A S S E M B L Y
February 7, 2012
___________
Introduced by M. of A. GOTTFRIED, GUNTHER -- read once and referred to
the Committee on Health
AN ACT to amend the social services law, in relation to the definition
of "estate" for purposes of medical assistance for the needy
THE PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND ASSEM-
BLY, DO ENACT AS FOLLOWS:
Section 1. Subdivision 6 of section 369 of the social services law, as
amended by section 53 of part H of chapter 59 of the laws of 2011, is
amended to read as follows:
6. For purposes of this section, [an individual's] THE TERM "estate"
[includes] MEANS all [of the individual's] real and personal property
and other assets INCLUDED WITHIN THE INDIVIDUAL'S ESTATE AND passing
under the terms of a valid will or by intestacy. [Pursuant to regu-
lations adopted by the commissioner, which may be promulgated on an
emergency basis, an individual's estate also includes any other property
in which the individual has any legal title or interest at the time of
death, including jointly held property, retained life estates, and
interests in trusts, to the extent of such interests; provided, however,
that a claim against a recipient of such property by distribution or
survival shall be limited to the value of the property received or the
amount of medical assistance benefits otherwise recoverable pursuant to
this section, whichever is less. Nothing in this subdivision shall be
construed as authorizing the department or a social services district to
impose liens or make recoveries that are prohibited by federal laws
governing the medical assistance program.]
S 2. This act shall take effect immediately.
EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
[ ] is old law to be omitted.
LBD13814-01-2