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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: SSI comparability

Appeal 1608521

Fair Hearing Decision 1608521

MassHealth memo #2

Appellant’s redacted memo #1

MassHealth memo on Appeal 1608521

Posted on August 22, 2016December 20, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: draftsperson testified about settlor's intentions, issue: life estate in trust, issue: nominee trust and irrevocable trust, issue: power of appointment, issue: retained control over trust, issue: SSI comparability, issue: usage of home renders it available, MassHealth memo available, Paul Moore, Response to MassHealth memo available, Taunton

Appeal 1511164

Fair Hearing Decision 1511164

Posted on February 4, 2016September 20, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, Christopher Jones, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: extrinsic circumstances; usage of gifted principal, issue: power of appointment to charity, issue: prior breach of fiduciary duty, issue: retained control over trust, issue: SSI comparability, issue: trustee removal power, Tewksbury

Appeal 1102569

Fair Hearing Decision 1102569

Posted on August 25, 2011October 31, 2014 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: SSI comparability, Rebecca Brochstein, 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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