Trust Policy & Recoveries Specialist jobs in United States
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Colorado Department of Revenue · 21 hours ago

Trust Policy & Recoveries Specialist

The Colorado Department of Revenue is dedicated to improving health care equity and access for Coloradans. They are seeking a Trust Policy & Recoveries Specialist to review and analyze trusts related to Medicaid eligibility and advise on the impact of trust assets.

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Responsibilities

Determining policy changes but mostly supports established policies related to trusts, resources purchased with trust assets, and transfers without fair consideration related to trust assets
Working on projects in this subject matter area
Working on the recovery of trust assets and overpayment claims related to trust assets
Reviewing and analyzing accountings from trustees, and advising, initiating, and recovering monies on behalf of Medicaid upon the client’s death or closure of the trust. Any legal proceedings such as administrative appeals or judicial reviews stemming from trusts, including related resources and transfers without fair consideration, shall be handled by this Position on an as needed basis as directed by the Section Manager
Coordinating assigned legal proceedings with the Attorney General’s Office on an as needed basis
Other duties as assigned

Qualification

Trust instruments interpretationMedicaid eligibility evaluationTrust accountings reviewFederal Medicaid regulationsElder Law experiencePublic policy interpretationAnalytical skillsCommunication skills

Required

Seven (7) years of professional experience in drafting, reviewing and/or interpretation of trust instruments; preparing or reviewing trust accountings; or evaluating applicant resources of the same or a comparable complexity to determine Medicaid eligibility (e.g. annuity contracts, partnership or corporation agreements, etc.)
Bachelor's degree from an accredited institution in law, accounting and finance, business administration, health care administration, public policy or in a field of study related to the work assignment; AND three (3) years of professional experience in drafting, reviewing and/or interpretation of trust instruments; preparing or reviewing trust accountings; or evaluating applicant resources of the same or a comparable complexity to determine Medicaid eligibility (e.g. annuity contracts, partnership or corporation agreements, etc.)
A Law degree would meet the minimum qualifications for this position
All positions at HCPF are security sensitive positions and require that the individuals undergo a criminal record background check as a condition of employment
Employees who have been disciplinary terminated, resigned in lieu of disciplinary termination, or negotiated their termination from the State of Colorado must disclose this information on the application

Preferred

Prior state experience related to the duties of this position
Professional experience applying federal and state Medicaid regulations, including regulations related to determining long-term care eligibility based on resources
Professional experience working within the area of Trusts & Estates, Elder Law, or Health Care Law or completion of courses in this area
Professional experience reviewing or preparing trust accountings
Professional experience providing or interpreting public policy

Benefits

PERA retirement benefits including PERA Defined Benefit Plan, PERA Defined Contribution Plan, plus 401K and 457 plans
Medical , Dental , and Vision insurance coverage
Automatic Short-Term and Optional Long-Term Disability Coverage
Life and AD&D Insurance
Flexible Spending Accounts (FSAs)
Family Medical Leave Act (FMLA) job protection and State of Colorado Paid Family Medical Leave (PFML)
11 Paid Holidays Annually and Accrued Annual and Sick Leave
Accrued Sick Leave for State of Colorado Temporary Employees
Flexplace and Flextime work arrangements
Variety of discounts on services and products available through the State of Colorado's Work-Life Employment Discount Program
Free RTD EcoPass to all eligible State Employees
Credit Union of Colorado Membership Eligibility
Some positions may qualify for the Public Service Loan Forgiveness Program.

Company

Colorado Department of Revenue

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With just under 1500 employees, the Colorado Department of Revenue oversees the Division of Motor Vehicles, the Enforcement Division, the Colorado State Lottery, and the Taxation Division.

Funding

Current Stage
Late Stage

Leadership Team

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Lorri Dugan
Chief Financial Officer
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Meghan Tanis
Chief Operating Officer/Deputy Executive Director
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