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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: power to appoint trustee

Appeal 1700433

Fair Hearing Decision 1700433

Posted on March 13, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Brook Padgett, issue: power of appointment, issue: power to appoint trustee, issue: trustee could pay debts of probate estate, issue: trustee removal power, issue: usage of home renders it available, Springfield

Appeals 1615066 and 1615650

Fair Hearing Decisions 1615066 & 1615650

Posted on March 13, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Brook Padgett, issue: ability to invest in income-producing assets, issue: intended grantor trust treatment, issue: power to appoint trustee, issue: power to substitute assets, Springfield

Appeal 1701593

Fair Hearing Decision 1701593

Posted on March 6, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: power of appointment to charity, issue: power to appoint trustee, issue: termination argued to be same as revocable, issue: trustee removal power, Springfield, Stanley Kallianidis

Appeal 1700500

Fair Hearing Decision 1700500

Posted on February 13, 2017November 29, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Brook Padgett, issue: power of appointment, issue: power to appoint trustee, issue: termination argued to be same as revocable, issue: trustee could pay debts of probate estate, issue: trustee removal power, issue: usage of home renders it available, issue: veto power over sale of real estate, Taunton

Appeal 1700433

Fair Hearing Decision 1700433

Posted on February 13, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Brook Padgett, issue: power of appointment, issue: power to appoint trustee, issue: trustee compensation, issue: trustee could pay debts of probate estate, issue: trustee removal power, issue: usage of home renders it available, issue: veto power over sale of real estate, Springfield

Appeal 1614486

Fair Hearing Decision 1614486

Posted on January 13, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Brook Padgett, issue: power to appoint trustee, issue: power to pay estate taxes, issue: trustee compensation, issue: usage of home renders it available, Springfield

Appeal 1614792

Fair Hearing Decision 1614792

Posted on January 5, 2017May 29, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, issue: ability to invest in income-producing assets, issue: ability to make unsecured loan, issue: power of appointment, issue: power to appoint trustee, issue: usage of home renders it available, Sara E. McGrath

Appeal 1603430

Fair Hearing Decision 1603430

Posted on June 8, 2016September 14, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, issue: can invest in annuities, issue: nominee trust and irrevocable trust, issue: power of appointment, issue: power to appoint trustee, issue: power to substitute assets, issue: termination argued to be same as revocable, issue: trustee removal power, Stanley Kallianidis

Appeal 1602142

Fair Hearing Decision 1602142

Posted on April 6, 2016September 14, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, issue: can invest in annuities, issue: power of appointment, issue: power to appoint trustee, issue: usage of home renders it available, Sara E. McGrath

Appeal 1512120

Fair Hearing Decision 1512120

Posted on October 22, 2015March 21, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: nominee trust and irrevocable trust, issue: power to appoint trustee, Stanley Kallianidis

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