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Massachusetts Medicaid Trust Law

Research MassHealth fair hearing decisions and legal positions taken by Office of Medicaid on trusts

Appeal 1311604

Fair Hearing Decision 1311604

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Posted on May 1, 2013November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: can invest in annuities, issue: trust can invest in life insurance, issue: trustee power to loan money is not disbursement of principal, Patricia Mullen, TauntonTagged appellant did not have access to principal, income considered available, principal used to purchase insurance/annuities not countable, trustee allowed to purchase insurance and annuities.

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hearing officer wrote that agency lawyer mischaracterized Doherty/Heyn/Daley/MassHealth reg
Special needs trust
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