Medicaid Estate Recovery in Alabama: when someone dies

Steps to take

1. Determine whether the deceased received Medicaid medical assistance at age 55 or older, or was permanently institutionalized.
2. Contact the Alabama Medicaid Agency to confirm whether a recovery claim applies and request the amount.
3. Address the claim as a debt of the estate before distributing assets to heirs.
4. Request an undue-hardship waiver through the Agency if the estate is an income-limited family farm or business that is the sole income-producing asset of heirs.