Archive for the ‘issue: trust can invest in life insurance’ Category

Appeal 1408319

Posted: August 13, 2014 in Approval at Fair Hearing, Chelsea, Fair hearing decisions, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: retained control over trust, issue: trust can invest in life insurance, issue: trustee removal power, issue: usage of home renders it available, Stanley Kallianidis

Fair Hearing Decision 1408319

Appeal 1405241

Posted: June 16, 2014 in Approval at Fair Hearing, Fair hearing decisions, issue: ability to invest in income-producing assets, issue: ability to make unsecured loan, issue: arguably revocable, issue: can invest in annuities, issue: life estate in trust, issue: power of appointment, issue: retained control over trust, issue: trust can invest in life insurance, issue: usage of home renders it available, Patricia Mullen, Taunton

Fair Hearing Decision 1405241

Appeal 1318543

Posted: January 29, 2014 in Approval at Fair Hearing, issue: change from approval to denial on redetermination, issue: life estate in trust, issue: nominee trust, issue: nominee trust and irrevocable trust, issue: retained control over trust, issue: termination argued to be same as revocable, issue: trust can invest in life insurance, MassHealth memo available, Response to MassHealth memo available, Stanley Kallianidis

January 29, 2014 MassHealth memo; Appeal 1318543

Ford response #1 to MassHealth, Appeal 1318543

MassHealth response to Ford #1, Appeal 1318543

Ford response #2, Appeal 1318543

Fair Hearing Decision 1318543

Appeal 1311906

Posted: October 1, 2013 in Approval at Fair Hearing, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: life estate in trust, issue: trust can invest in life insurance, Stanley Kallianidis

Fair Hearing Decision 1311906