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Massachusetts Medicaid Trust Law

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

Tag: trustee had discretion on whether to distribute principal to appellant

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 0916675

Fair Hearing Decision 0916675

Posted on March 3, 2010November 28, 2018 by Brian E. BarreiraPosted in Approval at Fair Hearing, Fair Hearing Decisions, issue: arguably revocable, issue: settlor not applicant or applicant’s spouse, issue: trustee ability to allocate between principal and income, Stanley Kallianidis, TauntonTagged donor not appellant or spouse, not countable, only required distributions are countable, trustee did not exercise discretion to distribute, trustee had discretion on whether to distribute principal to appellant.

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

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