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Massachusetts Medicaid Trust Law

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

Category: issue: fluid document giving maximum flexibility

Appeal 1816663

Fair Hearing Decision 1816663

Posted on February 11, 2019August 6, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, Christopher Jones, issue: arguably revocable, issue: fluid document giving maximum flexibility, issue: nominee trust, issue: retained control over trust, Tewksbury

Appeal 1805328 & 1812278

Fair Hearing Decision 1805328 & 1812278

Posted on October 23, 2018August 6, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: calculation of income that could be paid, issue: fluid document giving maximum flexibility, issue: life estate in trust, issue: retained control over trust, Samantha Kurkjy, Tewksbury

Appeal 1806325

Fair Hearing Decision 1806325

Posted on October 9, 2018August 2, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: can invest in annuities, issue: fluid document giving maximum flexibility, issue: power of appointment, Samantha Kurkjy, Tewksbury

Appeal 1714978

Fair Hearing Decision 1714978

Posted on November 10, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, issue: fluid document giving maximum flexibility, issue: power of appointment, issue: power to appoint trustee, issue: trustee removal power, Sara E. McGrath

Appeals 1404274 and 1404275

Fair Hearing Decisions 1404274 and 1404275

Posted on May 13, 2014October 1, 2014 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: fiduciary duties of trustee unchanged by Medicaid laws, issue: fluid document giving maximum flexibility, issue: life estate in trust, issue: no allowable principal distributions to any party, issue: power of appointment, Susan Burgess-Cox, Tewksbury

Categories

Fair Hearing Decisions
Fair Hearing Process
Hearing Location
- Chelsea
- Revere
- Springfield
- Taunton
- Tewksbury
Hearing Officer
hearing officer wrote that agency lawyer mischaracterized Doherty/Heyn/Daley/MassHealth reg
Special needs trust
Statutes and Cases for Appellants
Superior Court proceedings

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