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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: real estate tax deduction

Appeal 1603765

Fair Hearing Decision 1603765

Posted on May 2, 2016January 4, 2017 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: administrative amendment power, issue: power to pay estate taxes, issue: power to substitute assets, issue: real estate tax deduction, issue: termination argued to be same as revocable, issue: trustee could pay debts of probate estate, issue: usage of home renders it available, Susan Burgess-Cox, Tewksbury

Appeal 1509160

Fair Hearing Decision 1509160

Posted on August 24, 2015March 21, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: life estate in trust, issue: power of appointment, issue: real estate tax deduction, issue: retained control over trust, issue: veto power over sale of real estate, Stanley Kallianidis, Taunton

Appeal 1303305

Fair Hearing Decision 1303305

Posted on March 27, 2013October 1, 2014 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, issue: life estate in trust, issue: power to appoint trustee, issue: prior breach of fiduciary duty, issue: real estate tax deduction, Susan Burgess-Cox

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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