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Massachusetts Medicaid Trust Law

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

Appeal 1402476

Fair Hearing Decision 1402476

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Posted on April 15, 2014October 1, 2014 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: children are contingent beneficiaries only, issue: no allowable principal distributions to any party, issue: nominee trust, issue: power of appointment, issue: retained control over trust, issue: settlor is sole vested lifetime beneficiary, issue: trustee removal power, Susan Burgess-Cox, Tewksbury

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