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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: no allowable principal distributions to any party

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

Appeal 1402476

Fair Hearing Decision 1402476

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

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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