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Massachusetts Medicaid Trust Law

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

Category: Christopher Jones

Appeal 1713227

Fair Hearing Decision 1713227

Posted on April 4, 2018November 28, 2018 by Brian E. BarreiraPosted in Christopher Jones, Denial at Fair Hearing, Fair Hearing Decisions, TewksburyTagged appellant is lifetime beneficiary of irrevocable trust, appellant not owner of bank account, bank account in irrevocable trust, resources are available to appellant.

Appeal 1714393

Fair Hearing Decision 1714393

Posted on November 28, 2017May 30, 2018 by Brian E. BarreiraPosted in Chelsea, Christopher Jones, Denial at Fair Hearing

Appeal 1709520

Fair Hearing Decision 1709520

Posted on August 18, 2017May 30, 2018 by Brian E. BarreiraPosted in Christopher Jones, Denial at Fair Hearing, Tewksbury

Appeal 1709661

Fair Hearing Decision 1709661

Posted on August 17, 2017May 30, 2018 by Brian E. BarreiraPosted in Chelsea, Christopher Jones, Partial Denial at Fair Hearing

Appeal 1702593

Fair Hearing Decision 1702593

Posted on March 17, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Christopher Jones, issue: life estate in trust, issue: power of appointment to charity, issue: trustee compensation, Tewksbury

Appeal 1612804

Fair Hearing Decision 1612804

Posted on October 28, 2016May 29, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Christopher Jones, issue: ability to make unsecured loan, issue: can invest in annuities, issue: retained control over trust, issue: trustee ability to allocate between principal and income, Tewksbury

Appeal 1609344

Fair Hearing Decision 1609344

Posted on August 12, 2016May 29, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Christopher Jones, issue: extrinsic circumstances; usage of gifted principal, issue: trustee ability to allocate between principal and income, issue: trustee compensation, Tewksbury

Appeal 1602421

Fair Hearing Decision 1602421

Posted on March 31, 2016May 25, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, Christopher Jones, issue: life estate in trust, issue: power to substitute assets, issue: retained control over trust, issue: usage of home renders it available, Tewksbury

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 1513465

Fair Hearing Decision 1513465

Posted on November 19, 2015September 20, 2016 by Brian E. BarreiraPosted in Approval at Fair Hearing, Christopher Jones, issue: extrinsic circumstances; usage of gifted principal, issue: prior breach of fiduciary duty, Tewksbury

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