All Roll Calls
Yes: 158 • No: 0
North CarolinaSB 3442025-2026 SessionSenateWALLET
AN ACT TO ENSURE THE TRANSFER OF ASSETS FOR FAIR MARKET VALUE TO POOLED SPECIAL NEEDS TRUSTS BY SENIORS AGE SIXTY-FIVE AND OLDER DOES NOT ADVERSELY IMPACT ELIGIBILITY FOR MEDICAID OR STATE-COUNTY SPECIAL ASSISTANCE.
Sponsored By: W. Ted Alexander (Republican), Carl Ford (Republican), Amy S. Galey (Republican)
Signed by Governor
AGINGDHHSFINANCIAL SERVICESHEALTH SERVICESINSURANCE, HEALTHMEDICAIDPOVERTYPRESENTEDPUBLICRATIFIEDSOCIAL SERVICESTRUSTSCHAPTERED
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Bill Overview
Analyzed Economic Effects
2 provisions identified: 2 benefits, 0 costs, 0 mixed.
Seniors’ pooled trust transfers protected for Medicaid
If you are 65 or older and move money into a pooled special needs trust that meets federal rules, the state treats that transfer as fair market value for Medicaid. You must show the trustee plans to use the money within your life expectancy to buy goods and services for you worth the same amount. This applies only as allowed by federal law. This helps you avoid transfer penalties and keep Medicaid, including for long-term care.
Seniors’ pooled trusts protected for Special Assistance
If you are 65 or older and move money into a pooled special needs trust that meets federal rules, the state treats that transfer as fair market value for State-County Special Assistance. You must show the trustee plans to use the money within your life expectancy to buy goods and services for you worth the same amount. This applies only as allowed by federal law. This helps you keep Special Assistance and lower your out-of-pocket support costs.
Sponsors & Cosponsors
Sponsors
W. Ted Alexander
Republican • Senate
Carl Ford
Republican • Senate
Amy S. Galey
Republican • Senate
Cosponsors
There are no cosponsors for this bill.
Roll Call Votes
House vote • 6/18/2025
SB 344: Pooled Trust Transfers/Public Benefits Eligibility.
Yes: 110 • No: 0 • Other: 9
Senate vote • 4/15/2025
SB 344: Pooled Trust Transfers/Public Benefits Elig.
Yes: 48 • No: 0 • Other: 2
Actions Timeline
Ch. SL 2025-24
6/26/2025SenateSigned by Gov. 6/26/2025
6/26/2025SenatePres. To Gov. 6/20/2025
6/20/2025SenateRatified
6/19/2025SenateOrdered Enrolled
6/18/2025HousePassed 3rd Reading
6/18/2025HousePassed 2nd Reading
6/18/2025HouseAdded to Calendar
6/18/2025HouseCal Pursuant Rule 36(b)
6/18/2025HouseReptd Fav
6/18/2025HouseRe-ref Com On Rules, Calendar, and Operations of the House
6/17/2025HouseReptd Fav
6/17/2025HouseRe-ref to the Com on Judiciary 1, if favorable, Rules, Calendar, and Operations of the House
6/9/2025HouseWithdrawn From Com
6/9/2025HouseRef To Com On Rules, Calendar, and Operations of the House
4/28/2025HousePassed 1st Reading
4/28/2025HouseRegular Message Received From Senate
4/17/2025HouseRegular Message Sent To House
4/16/2025SenatePassed 3rd Reading
4/15/2025SenatePassed 2nd Reading
4/15/2025SenateReptd Fav
4/14/2025SenateRe-ref Com On Rules and Operations of the Senate
4/9/2025SenateCom Substitute Adopted
4/9/2025SenateReptd Fav Com Substitute
4/9/2025SenateRe-ref to Health Care. If fav, re-ref to Rules and Operations of the Senate
3/24/2025Senate
Bill Text
Edition 1
Edition 2
Edition 3
Filed
Latest Edition
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