Appeal 1814090

In this case, the MassHealth agency unsuccessfully argued that the vested beneficiaries of a nominee realty trust could amend the trust to give their ownership rights back to the MassHealth applicant, who had established the trust. Since the MassHealth applicant had a life estate in the trust, and since the trust provided that any beneficiary could terminate the trust, the life estate of the MassHealth applicant was deemed to be a countable asset.

Fair Hearing Decision 1814090

redacted Appellant’s brief

Exhibits A-C

Exhibits D-H

MassHealth agency’s memo

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