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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: tax-reimbursement clause

Appeals 1819099 and 1820304

Fair Hearing Decisions 1819099 and 1820304

Posted on January 17, 2019January 28, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: distributions to pay tax liabilities, issue: power of appointment to charity, issue: tax-reimbursement clause, issue: trustee compensation, issue: trustee removal power, Sara E. McGrath, Tewksbury

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 1800964

Fair Hearing Decision 1800964

Posted on February 16, 2018May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: can invest in annuities, issue: power to pay estate taxes, issue: tax-reimbursement clause, issue: trustee could pay debts of probate estate, Rebecca Brochstein, Tewksbury

Appeal 1703712

Fair Hearing Decision 1703712

Posted on April 24, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, Cynthia Kopka, issue: power of appointment to charity, issue: tax-reimbursement clause, issue: usage of home renders it available

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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