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Massachusetts Medicaid Trust Law

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

Appeal 1507558

Fair Hearing Decision 1507558

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Posted on September 15, 2015February 24, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: children are contingent beneficiaries only, issue: power of appointment, issue: power of appointment to charity, issue: retained control over trust, issue: settlor is sole vested lifetime beneficiary, issue: trustee ability to allocate between principal and income, Radha Tilva, Tewksbury

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