Pooled Trust Transfers/Public Benefits Elig.
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SB 344 — Pooled Trust Transfers/Public Benefits Elig.
Last action — Signed by Gov. 6/26/2025
No card. One bill, free forever — alerts when it moves.
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✓Introduced
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✓In Committee
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✓Passed Senate
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✓Passed House
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✓To Executive
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6Enacted
This bill has been enacted into law. Introduced March 19, 2025. Enacted.
Signed by Governor Josh Stein (Democratic) on June 26, 2025.
Prognosis
Where this bill stands today.
Odds of enactment
HighHow often bills like it became law.
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Enacted
Current position in the legislative process.
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3 sponsors
2 primary, 1 co-sponsors signed on.
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Single-party support
Sponsorship is currently within one party (3 R).
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Cleared a recorded vote
Passed 2 recorded votes so far.
Prognosis reads this bill's own signals — stage, sponsorship breadth, committee status, recorded votes and cross-state momentum. Odds come from a model trained on which bills have become law.
Bill Text
What changed in the latest version
6 added · 7 removedPlain-language change summary
The bill SB 344 has been updated to correct a reference to a section of the U.S. Code. The previous version referred to 42 U.S.C. § 1396p, while the new version correctly cites 42 U.S.C. § 1369p. This change is important because it ensures that the bill aligns accurately with the relevant legal framework, which helps clarify how trusts for older individuals are treated regarding fair market value in financial assessments.
GENERAL ASSEMBLY OF NORTH CAROLINA SESSION 2025 S 21 SENATE BILL 344 Health Care Committee Substitute Adopted 4/9/25 Short Title:
Senators Galey, Ford, and Alexander (Primary Sponsors).
Rules and Operations of the Senate March 20, 2025 A BILL TO BE ENTITLED 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.
§ 1396p(d)(4)(C)1369p(d)(4)(C) is treated as a transfer for fair market value under 42 U.S.C.
§ 1396p(c)(2)(C)(i)1369p(c)(2)(C)(i) to the extent that the individual making the transfer demonstrates that the funds transferred into the trust are intended to be used by the trustee of the trust, within the life expectancy of the individual, to provide to the individual goods and services valued at the fair market value of the funds transferred into the trust.
*S344-v-2**S344-v-1*
Action History
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Signed by Gov. 6/26/2025
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Ch. SL 2025-24
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Pres. To Gov. 6/20/2025
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Ratified
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Reptd Fav
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Cal Pursuant Rule 36(b)
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Added to Calendar
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Passed 2nd Reading
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Passed 3rd Reading
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Ordered Enrolled
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Reptd Fav
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Re-ref Com On Rules, Calendar, and Operations of the House
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Withdrawn From Com
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Re-ref to the Com on Judiciary 1, if favorable, Rules, Calendar, and Operations of the House
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Passed 1st Reading
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Ref To Com On Rules, Calendar, and Operations of the House
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Regular Message Received From Senate
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Regular Message Sent To House
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Passed 2nd Reading
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Passed 3rd Reading
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Reptd Fav
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Reptd Fav Com Substitute
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Com Substitute Adopted
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Re-ref Com On Rules and Operations of the Senate
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Withdrawn From Com
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Re-ref to Health Care. If fav, re-ref to Rules and Operations of the Senate
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Passed 1st Reading
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Ref To Com On Rules and Operations of the Senate
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Filed
Sponsors
- W. Ted Alexander · Cosponsor
- Carl Ford · Primary
- Amy S. Galey · Primary
Sponsorship breakdown
Export CSV (upgrade) →2 sponsors · 1 co-sponsors · 176 not signed on · 31 voted No
Sponsors (2)
- Carl Ford Republican
- Amy S. Galey Republican
Co-sponsors (1)
- W. Ted Alexander Republican
Not signed on (176)
176 members have not signed on to this bill.
Show all 176 →"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.
Votes
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Democratic | 19 | 0 | 0 | 1 |
| Republican | 29 | 0 | 0 | 1 |
| Total | 48 | 0 | 0 | 2 |
| % of votes cast | 96% | 0% | 0% | 4% |
How each member voted (50)
| Member | Party | Vote |
|---|---|---|
| Caleb Theodros | Democratic | Yea |
| Dan Blue | Democratic | Yea |
| DeAndrea Salvador | Democratic | Yea |
| Gale Adcock | Democratic | Yea |
| Gladys A. Robinson | Democratic | Yea |
| Graig Meyer | Democratic | Yea |
| Jay J. Chaudhuri | Democratic | Yea |
| Joyce Waddell | Democratic | Yea |
| Julie Mayfield | Democratic | Yea |
| Kandie D. Smith | Democratic | Yea |
| Lisa Grafstein | Democratic | Yea |
| Michael Garrett | Democratic | Not Voting |
| Mujtaba A. Mohammed | Democratic | Yea |
| Natalie S. Murdock | Democratic | Yea |
| Paul A. Lowe, Jr. | Democratic | Yea |
| Sophia Chitlik | Democratic | Yea |
| Sydney Batch | Democratic | Yea |
| Terence Everitt | Democratic | Yea |
| Val Applewhite | Democratic | Yea |
| Woodson Bradley | Democratic | Yea |
| Amy S. Galey | Republican | Yea |
| Benton G. Sawrey | Republican | Yea |
| Bill Rabon | Republican | Yea |
| Bob Brinson | Republican | Yea |
| Bobby Hanig | Republican | Yea |
| Brad Overcash | Republican | Yea |
| Brent Jackson | Republican | Yea |
| Carl Ford | Republican | Not Voting |
| Chris Measmer | Republican | Yea |
| Dana Jones | Republican | Yea |
| Danny Earl Britt, Jr. | Republican | Yea |
| David W. Craven, Jr. | Republican | Yea |
| Eddie D. Settle | Republican | Yea |
| Jim Burgin | Republican | Yea |
| Kevin Corbin | Republican | Yea |
| Lisa S. Barnes | Republican | Yea |
| Mark Hollo | Republican | Yea |
| Michael A. Lazzara | Republican | Yea |
| Michael V. Lee | Republican | Yea |
| Norman W. Sanderson | Republican | Yea |
| Paul Newton | Republican | Yea |
| Phil Berger | Republican | Yea |
| Ralph Hise | Republican | Yea |
| Steve Jarvis | Republican | Yea |
| Timothy D. Moffitt | Republican | Yea |
| Todd Johnson | Republican | Yea |
| Tom McInnis | Republican | Yea |
| Vickie Sawyer | Republican | Yea |
| W. Ted Alexander | Republican | Yea |
| Warren Daniel | Republican | Yea |
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Democratic | 3 | 30 | 0 | 1 |
| U | 2 | 0 | 0 | 0 |
| Unaffiliated | 17 | 10 | 0 | 0 |
| Republican | 56 | 0 | 0 | 1 |
| Total | 78 | 40 | 0 | 2 |
| % of votes cast | 65% | 33% | 0% | 2% |
How each member voted (120)
| Member | Party | Vote |
|---|---|---|
| Wray | — | Yea |
| Bradford | — | Yea |
| Cleveland | — | Yea |
| Crutchfield | — | Yea |
| Elmore | — | Yea |
| Faircloth | — | Yea |
| Fontenot | — | Yea |
| Hardister | — | Yea |
| Lowery | — | Yea |
| Mills | — | Yea |
| Moore | — | Yea |
| Reeder | — | Yea |
| Saine | — | Yea |
| Sasser | — | Yea |
| CarsonSmith | — | Yea |
| Sossamon | — | Yea |
| Autry | — | Nay |
| Clemmons | — | Nay |
| Gill | — | Nay |
| Harris | — | Nay |
| Lucas | — | Nay |
| Rudow | — | Nay |
| CharlesSmith | — | Nay |
| Staton-Williams | — | Nay |
| vonHaefen | — | Nay |
| F. Jackson | — | Nay |
| K. Baker | — | Yea |
| Abe Jones | Democratic | Nay |
| Allen Buansi | Democratic | Nay |
| Allison A. Dahle | Democratic | Nay |
| Amber M. Baker | Democratic | Nay |
| Amos L. Quick, III | Democratic | Nay |
| B. Ray Jeffers | Democratic | Not Voting |
| Becky Carney | Democratic | Nay |
| Brandon Lofton | Democratic | Nay |
| Carolyn G. Logan | Democratic | Nay |
| Cecil Brockman | Democratic | Yea |
| Cynthia Ball | Democratic | Nay |
| Deb Butler | Democratic | Nay |
| Eric Ager | Democratic | Nay |
| Garland E. Pierce | Democratic | Yea |
| Gloristine Brown | Democratic | Nay |
| James Roberson | Democratic | Nay |
| Joe John | Democratic | Nay |
| Kanika Brown | Democratic | Nay |
| Laura Budd | Democratic | Nay |
| Lindsey Prather | Democratic | Nay |
| Marcia Morey | Democratic | Nay |
| Maria Cervania | Democratic | Nay |
| Mary Belk | Democratic | Nay |
| Pricey Harrison | Democratic | Nay |
| Renée A. Price | Democratic | Nay |
| Robert T. Reives, II | Democratic | Nay |
| Sarah Crawford | Democratic | Nay |
| Shelly Willingham | Democratic | Yea |
| Terence Everitt | Democratic | Nay |
| Terry M. Brown Jr. | Democratic | Nay |
| Tim Longest | Democratic | Nay |
| Vernetta Alston | Democratic | Nay |
| Ya Liu | Democratic | Nay |
| Zack Hawkins | Democratic | Nay |
| A. Reece Pyrtle, Jr. | Republican | Yea |
| Allen Chesser | Republican | Yea |
| Ben T. Moss, Jr. | Republican | Yea |
| Bill Ward | Republican | Yea |
| Brenden H. Jones | Republican | Yea |
| Brian Biggs | Republican | Yea |
| Celeste C. Cairns | Republican | Yea |
| Charles W. Miller | Republican | Yea |
| Chris Humphrey | Republican | Yea |
| David Willis | Republican | Yea |
| Dean Arp | Republican | Yea |
| Dennis Riddell | Republican | Yea |
| Destin Hall | Republican | Yea |
| Diane Wheatley | Republican | Yea |
| Donna McDowell White | Republican | Yea |
| Donnie Loftis | Republican | Yea |
| Donny Lambeth | Republican | Yea |
| Dudley Greene | Republican | Yea |
| Edward C. Goodwin | Republican | Yea |
| Erin Paré | Republican | Yea |
| Frank Iler | Republican | Yea |
| Harry Warren | Republican | Yea |
| Howard Penny, Jr. | Republican | Yea |
| Hugh Blackwell | Republican | Yea |
| Jake Johnson | Republican | Yea |
| Jay Adams | Republican | Yea |
| Jeff Zenger | Republican | Yea |
| Jeffrey C. McNeely | Republican | Yea |
| Jennifer Balkcom | Republican | Yea |
| Jimmy Dixon | Republican | Yea |
| John A. Torbett | Republican | Yea |
| John R. Bell, IV | Republican | Yea |
| John Sauls | Republican | Yea |
| Joseph Pike | Republican | Yea |
| Julia C. Howard | Republican | Yea |
| Karl E. Gillespie | Republican | Yea |
| Keith Kidwell | Republican | Yea |
| Kelly E. Hastings | Republican | Yea |
| Kyle Hall | Republican | Yea |
| Larry C. Strickland | Republican | Yea |
| Larry W. Potts | Republican | Yea |
| Mark Brody | Republican | Yea |
| Mark Pless | Republican | Yea |
| Matthew Winslow | Republican | Yea |
| Mike Clampitt | Republican | Yea |
| Mitchell S. Setzer | Republican | Yea |
| Neal Jackson | Republican | Yea |
| Phil Shepard | Republican | Yea |
| Ray Pickett | Republican | Yea |
| Sam Watford | Republican | Yea |
| Sarah Stevens | Republican | Yea |
| Stephen M. Ross | Republican | Yea |
| Steve Tyson | Republican | Yea |
| Ted Davis, Jr. | Republican | Yea |
| Tricia Ann Cotham | Republican | Yea |
| W. Ted Alexander | Republican | Not Voting |
| William D. Brisson | Republican | Yea |
| Carla D. Cunningham | U | Yea |
| Nasif Majeed | U | Yea |
Subjects
Frequently asked questions
- Who sponsors SB 344?
- SB 344 is sponsored by W. Ted Alexander (Republican), Carl Ford (Republican), and Amy S. Galey (Republican).
- What is the current status of SB 344?
- This bill has been enacted into law. Introduced March 19, 2025. Enacted.
- Where can I track SB 344?
- Track SB 344 free on One Click Politics — get push/email alerts when it moves.
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