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Massachusetts Medicaid Trust Law

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

Category: Special needs trust

Appeal 1814774

Fair Hearing Decision 1814774

Posted on September 9, 2018November 19, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, Fair Hearing Decisions, issue: special needs trust, Paul Moore, Special needs trustTagged trust at issue met criteria for special needs trust.

Appeal 1720185

Fair Hearing Decision 1720185

Posted on April 5, 2018November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Kenneth Brodzinski, Partial Denial at Fair Hearing, Special needs trust, TewksburyTagged appellant given chance to revise trust, if trust converted to special needs trust it will not be countable, trustee could use principal for appellant's benefit.

Appeal 1704185

Fair Hearing Decision 1704185

Posted on May 2, 2017November 19, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Marc Tonaszuck, Partial Denial at Fair Hearing, Special needs trust, SpringfieldTagged transfers made to contractor directly were disqualifying, transfers made to special needs trust were permissible.

Appeal 1604978

Fair Hearing Decision 1604978

Posted on April 5, 2016November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Special needs trust, Tewksbury, Zohra AzizTagged transfer of real estate into special needs trust was permissible.

Appeal 1500807

Fair Hearing Decision 1500807

Posted on April 17, 2015November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Radha Tilva, Special needs trust, TewksburyTagged transfer into special needs trust for granddaughter was permissible.

Appeal 1402946

Fair Hearing Decision 1402946

Posted on May 22, 2014November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Radha Tilva, Special needs trust, TewksburyTagged not countable, placed in trust immediately upon receipt, proceeds of spouse's life insurance policy placed in trust, Special needs trust.

Appeal 1303588

Fair Hearing Decision 1303588

Posted on February 24, 2014November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, Fair Hearing Decisions, issue: special needs trust, Rebecca Brochstein, Special needs trustTagged appellant funded special needs trust, appellant's son was trustee, for sole benefit of disabled person under 65, not countable, trust does not need to be for applicant's benefit.

Appeal 1306509

Fair Hearing Decision 1306509

Posted on September 12, 2013November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: special needs trust, Special needs trust, Susan Burgess-Cox, TewksburyTagged grandson under 65 and disabled, supplemental trust for appellant's grandson.

Appeal 1300483

Fair Hearing Decision 1300483

Posted on September 4, 2013November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Brook Padgett, Fair Hearing Decisions, issue: special needs trust, Special needs trust, SpringfieldTagged resources transferred into SNT.

Appeal 1218041

Fair Hearing Decision 1218041

Posted on April 2, 2013November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, Fair Hearing Decisions, issue: special needs trust, Special needs trust, Susan Burgess-CoxTagged does not have to be special needs trust specifically, transfer was permissible, trust is for sole benefit of disabled person under age 65.

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Fair Hearing Decisions
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- Chelsea
- Revere
- Springfield
- Taunton
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hearing officer wrote that agency lawyer mischaracterized Doherty/Heyn/Daley/MassHealth reg
Special needs trust
Statutes and Cases for Appellants
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