Recovery scope
Expanded estate recovery reaches probate property and specified nonprobate interests, including survivorship interests, life estates, trusts, annuities, retirement accounts, and other arrangements in which the recipient held an interest at death.
Controlling authority
O.C.G.A. § 49-4-147.1, Title 53, 42 U.S.C. § 1396p, and Georgia Rules 111-3-8 govern the program.
Exemptions and deferrals
Recovery is deferred for a surviving spouse and protected children. Estates valued at $25,000 or less are exempt; for deaths on or after July 1, 2018, the first $25,000 is waived.
Hardship-waiver path
An affected person may request a full or partial hardship waiver or deferral within 30 days of notice; the Department applies the criteria in Rule 111-3-8-.05 and issues a decision under the rule's review process.
Lien practice
Georgia may impose a TEFRA lien after determining a permanently institutionalized recipient is not expected to return home, subject to protected-occupant notice rules; a lien attaches to net sale proceeds and must be released if the recipient returns home.
Sources
Methodology & sources
Checked at least annually and whenever recovery statutes, waivers, liens, or agency practices change.
General information, not legal advice.