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Massachusetts Medicaid Trust Law

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

Category: Stanley Kallianidis

Appeal 1902821

Fair Hearing Decision 1902821

Posted on May 7, 2019September 10, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: power of appointment to charity, Stanley Kallianidis, Taunton

Appeal 1820029

Fair Hearing Decision 1820029

Posted on December 12, 2018August 6, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: availability of principal to others does not mean it is available to grantor, issue: power of appointment, issue: trustee compensation, Stanley Kallianidis, Taunton

Appeal 1802399

Fair Hearing Decision 1802399

Posted on October 4, 2018January 10, 2019 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: availability of principal to others does not mean it is available to grantor, issue: nominee trust and irrevocable trust, issue: power of appointment to charity, Stanley Kallianidis, TauntonTagged assets not countable, assets unavailable, distributions are to children not to appellant, nonprofits and nursing homes not synonymous with charity, right of appointment is to charity.

Appeal 1810539

Fair Hearing Decision 1810539

Posted on July 31, 2018November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: testamentary trust, Stanley Kallianidis, TauntonTagged assets not countable, testamentary trust, trustee had discretion on whether to distribute principal to appellant.

Appeal 1811781

Fair Hearing Decision 1811781

Posted on July 24, 2018November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: availability of principal to others does not mean it is available to grantor, issue: power of appointment, issue: power of appointment to charity, issue: power to appoint trustee, issue: trustee removal power, Springfield, Stanley KallianidisTagged assets in trust unavailable to appellant.

Appeal 1805248

Fair Hearing Decision 1805248

Posted on May 8, 2018November 28, 2018 by Brian E. BarreiraPosted in Denial at Fair Hearing, Fair Hearing Decisions, Stanley Kallianidis, TewksburyTagged appellant reserved right of conveyance, assets of trust available to appellant.

Appeal 1806192

Fair Hearing Decision 1806192

Posted on April 26, 2018October 2, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: ability to invest in income-producing assets, issue: administrative amendment power, issue: distributions to pay tax liabilities, issue: funeral/burial expenses, issue: power of appointment to charity, issue: power to appoint trustee, issue: retained control over trust, issue: tax-reimbursement clause, issue: trustee compensation, issue: trustee could pay debts of probate estate, issue: trustee removal power, issue: usage of home renders it available, Stanley Kallianidis, Taunton

Appeal 1717990

Fair Hearing Decision 1717990

Posted on March 6, 2018May 31, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: extrinsic circumstances; usage of gifted principal, issue: power of appointment, issue: power to pay estate taxes, issue: prior breach of fiduciary duty, issue: trustee could pay debts of probate estate, issue: usage of home renders it available, Springfield, Stanley Kallianidis

Appeal 1706836

Fair Hearing Decision 1706836

Posted on June 26, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: funeral/burial expenses, Stanley Kallianidis, Tewksbury

Appeal 1701593

Fair Hearing Decision 1701593

Posted on March 6, 2017May 30, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, issue: ability to invest in income-producing assets, issue: can invest in annuities, issue: power of appointment to charity, issue: power to appoint trustee, issue: termination argued to be same as revocable, issue: trustee removal power, Springfield, Stanley Kallianidis

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- Springfield
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hearing officer wrote that agency lawyer mischaracterized Doherty/Heyn/Daley/MassHealth reg
Special needs trust
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