Archive for the ‘Stanley Kallianidis’ Category

Appeals 1613416 and 1613477

Posted: November 22, 2016 in Approval at Fair Hearing, issue: life estate in trust, issue: nominee trust and irrevocable trust, issue: power of appointment, issue: usage of home renders it available, Stanley Kallianidis, Taunton

Fair Hearing Decisions 1613416 and 1613477

Appellant’s redacted memo

Redacted MassHealth memo

Appeal 1613179

Posted: November 17, 2016 in Approval at Fair Hearing, issue: ability to invest in income-producing assets, issue: power of appointment, issue: power to substitute assets, issue: usage of home renders it available, Stanley Kallianidis, Taunton

Fair Hearing Decision 1613179

Appeal 1603430

Posted: June 8, 2016 in Approval at Fair Hearing, Chelsea, issue: can invest in annuities, issue: nominee trust and irrevocable trust, issue: power of appointment, issue: power to appoint trustee, issue: power to substitute assets, issue: termination argued to be same as revocable, issue: trustee removal power, Stanley Kallianidis

Fair Hearing Decision  1603430

Appeal 1603821

Posted: May 4, 2016 in Approval at Fair Hearing, Chelsea, issue: intended grantor trust treatment, issue: retained control over trust, issue: usage of home renders it available, Stanley Kallianidis

Fair Hearing Decision 1603821

Appeal 1516196

Posted: April 21, 2016 in Denial at Fair Hearing, Stanley Kallianidis, Taunton

Fair Hearing  Decision 1516196

Appeal 1513413

Posted: December 14, 2015 in Approval at Fair Hearing, issue: power of appointment, issue: power of appointment to charity, issue: power to substitute assets, Stanley Kallianidis, Taunton

Fair Hearing Decision 1513413

Appeal 1512605

Posted: November 5, 2015 in Denial at Fair Hearing, Stanley Kallianidis, Taunton

Fair Hearing Decision 1512605

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