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Massachusetts Medicaid Trust Law

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

Category: Tewksbury

Appeal 1811536

Fair Hearing Decision 1811536

Posted on February 13, 2019August 6, 2019 by Brian E. BarreiraPosted in Alexandra Shube, Approval at Fair Hearing, issue: power of appointment to charity, Tewksbury

Appeal 1816663

Fair Hearing Decision 1816663

Posted on February 11, 2019August 6, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, Christopher Jones, issue: arguably revocable, issue: fluid document giving maximum flexibility, issue: nominee trust, issue: retained control over trust, Tewksbury

Appeal 1815706

Fair Hearing Decision 1815706

Posted on January 24, 2019July 29, 2019 by Brian E. BarreiraPosted in Denial at Fair Hearing, Tewksbury, Thomas J. Goode

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 1811266 & 1815053

Fair Hearing Decision 1811266 & 1815053

Posted on January 2, 2019August 2, 2019 by Brian E. BarreiraPosted in Denial at Fair Hearing, Rebecca Brochstein, Tewksbury

Appeal 1815871

Fair Hearing Decision 1815871

Posted on December 18, 2018August 2, 2019 by Brian E. BarreiraPosted in Denial at Fair Hearing, Tewksbury, Thomas J. Goode

Appeal 1805328 & 1812278

Fair Hearing Decision 1805328 & 1812278

Posted on October 23, 2018August 6, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: calculation of income that could be paid, issue: fluid document giving maximum flexibility, issue: life estate in trust, issue: retained control over trust, Samantha Kurkjy, Tewksbury

Appeal 1806325

Fair Hearing Decision 1806325

Posted on October 9, 2018August 2, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: can invest in annuities, issue: fluid document giving maximum flexibility, issue: power of appointment, Samantha Kurkjy, Tewksbury

Appeal 1815048

Fair Hearing Decision 1815048

Posted on October 9, 2018July 24, 2019 by Brian E. BarreiraPosted in Denial at Fair Hearing, Tewksbury, Thomas J. Goode

Appeal 1810124, 1807725 & 1802921

Fair Hearing Decision 1810124, 1807725, 1802921

Posted on September 25, 2018August 2, 2019 by Brian E. BarreiraPosted in Christopher Jones, Denial at Fair Hearing, Tewksbury

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hearing officer wrote that agency lawyer mischaracterized Doherty/Heyn/Daley/MassHealth reg
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