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Massachusetts Medicaid Trust Law

Research MassHealth fair hearing decisions and legal positions taken by Office of Medicaid on trusts

Category: Revere

Appeal 1117149

Fair Hearing Decision 1117149

Posted on April 6, 2012November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Revere, Special needs trust, Susan Burgess-CoxTagged for benefit of appellant's disabled nephew, permissible transfer, supplemental needs trust.

Appeal 1118584

Fair Hearing Decision 1118584

Posted on March 2, 2012November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Revere, Sara E. McGrath, Special needs trustTagged not countable, sole benefit of beneficiary, trust satisfied requirements for SNT, verification needed regarding recent withdrawal.

Appeal 1113234

Fair Hearing Decision 1113234

Posted on December 12, 2011November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, Revere, Sara E. McGrathTagged not countable, trust is not MQT, trustee may not make distributions of principal to appellant.

Appeal 1108274

Fair Hearing Decision 1108274

Posted on December 6, 2011November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: arguably revocable, issue: settlor not applicant or applicant’s spouse, Patricia Mullen, RevereTagged appellant is discretionary beneficiary, daughters funded revocable trust, no way to ascertain countable assets, not countable, settlors may revoke at any time.

Appeal 1107693

Fair Hearing Decision 1107693

Posted on October 20, 2011November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: testamentary trust, Revere, Susan Burgess-CoxTagged not countable, trust funded by will, trust is not MQT.

Appeal 1110974

Fair Hearing Decision 1110974

Posted on September 2, 2011October 1, 2014 by Brian E. BarreiraPosted in Denial at Fair Hearing, Revere, Susan Burgess-Cox

Appeal 1104515

Fair Hearing Decision 1104515

Posted on April 25, 2011October 1, 2014 by Brian E. BarreiraPosted in Denial at Fair Hearing, Rebecca Brochstein, Revere

Appeal 0900816

Fair Hearing Decision 0900816

Posted on November 20, 2009November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Jeanne Travers Jabour, Revere, Special needs trustTagged third party does not need to be spouse or child, third party under 65 and receives SSI, transfer into SNT for benefit of third party.

Appeal 0803429

Fair Hearing Decision 0803429

Posted on May 30, 2008November 28, 2018 by Brian E. BarreiraPosted in Denial at Fair Hearing, Fair Hearing Decisions, Revere, Susan Burgess-CoxTagged 60 month look-back period, disqualifying transfer, irrevocable trust.

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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