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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: funeral/burial expenses

Appeal 1806192

Fair Hearing Decision 1806192

Posted on April 26, 2018October 2, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: ability to invest in income-producing assets, issue: administrative amendment power, issue: distributions to pay tax liabilities, issue: funeral/burial expenses, issue: power of appointment to charity, issue: power to appoint trustee, issue: retained control over trust, issue: tax-reimbursement clause, issue: trustee compensation, issue: trustee could pay debts of probate estate, issue: trustee removal power, issue: usage of home renders it available, Stanley Kallianidis, Taunton

Appeal 1706836

Fair Hearing Decision 1706836

Posted on June 26, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: funeral/burial expenses, Stanley Kallianidis, Tewksbury

Appeal 1214782

Fair Hearing Decision 1214782

Posted on January 29, 2013November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: funeral/burial expenses, issue: trust can invest in life insurance, Patricia Mullen, TauntonTagged irrevocable trusts designated for funeral/burial expenses.

Appeal 1209570

Fair Hearing Decision 1209570

Posted on July 25, 2012November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: funeral/burial expenses, Suzanne S. Davis, TauntonTagged funeral trusts not countable, irrevocable trusts designated for funeral/burial expenses.

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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