Skip to content

Massachusetts Medicaid Trust Law

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

Tag: assets not countable

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 1806662

Fair Hearing Decision 1806662

Posted on June 22, 2018November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Chelsea, Fair Hearing Decisions, issue: availability of principal to others does not mean it is available to grantor, issue: calculation of income that could be paid, issue: power of appointment, Thomas J. GoodeTagged assets not countable, calculation required to determine income that could be paid, cannot count hypothetically unlimited income that does not exist.

Categories

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

Search for:

Blog at WordPress.com.

Follow Following
- Massachusetts Medicaid Trust Law
- Already have a WordPress.com account? Log in now.