Miller Trust Calculator

The purpose of the Miller Trust Calculator is to allow you to see whether the patient is likely to qualify for ALTCS (Arizona's Medicaid Program for Long Term Care) from an income point of view - without a Miller Trust.  The maximum monthly income for a patient is $2199 in 2015. 

ALTCS considers gross income.  Since most people know their net social security payment, we have added a field that adds the Medicare Part B premium. So if you are providing a gross social security number, set the Medicare Part B Premium to $0.

ALTCS needs to know the amount of a pension before deductions are made for taxes or health insurance. 

ALTCS first considers income that arrives only in the name of the patient.  That is called the "Name on the Check" test.  If the patient is not married and if the patient fails the Name on the Check test, the patient will need an Income Only Trust (Miller Trust).  If the patient is married to a spouse who is living in the community (i.e. not in a care setting), ALTCS will average the income of the spouses to see if the average is less than $2199 per month, and if it is, the patient passes the second test for income qualification, the Community Spouse test.

Patient Monthly Social Security:

Patient Medicare Part B Premium:

Patient Pension 1:

Patient Pension 2:

Patient Pension 3:

Spouse Monthly Social Security:

Spouse Medicare Part B Premium:

Spouse Pension 1:

Spouse Pension 2:

Spouse Pension 3:

Total Patient Income is:

Total Income of Spouse is:

Will Patient Pass the Name on the Check Test?

Will patient pass the Community Spouse Income Test?

If a single patient failed the name on the check test or if a married patient failed both the name on the check test and the community spouse test, Order a Miller Trust online at a substantial discount.

Go to Miller Trust Explanation Page.