HOUSE DOCKET, NO. 769        FILED ON: 1/14/2019

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 615


The Commonwealth of Massachusetts



Kate Hogan


To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:

The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:

An Act to preserve special needs trusts for disabled seniors.






Kate Hogan

3rd Middlesex

Angelo J. Puppolo, Jr.

12th Hampden

Carolyn C. Dykema

8th Middlesex

Danielle W. Gregoire

4th Middlesex

Mark J. Cusack

5th Norfolk

Steven Ultrino

33rd Middlesex

Michael S. Day

31st Middlesex

Jeffrey N. Roy

10th Norfolk

RoseLee Vincent

16th Suffolk

Thomas M. Stanley

9th Middlesex

Aaron Vega

5th Hampden

Carole A. Fiola

6th Bristol

Brian M. Ashe

2nd Hampden

Kevin G. Honan

17th Suffolk

Bradley H. Jones, Jr.

20th Middlesex

Kenneth I. Gordon

21st Middlesex

Marjorie C. Decker

25th Middlesex

Donald H. Wong

9th Essex

Brian W. Murray

10th Worcester

John Barrett, III

1st Berkshire

Paul W. Mark

2nd Berkshire

Ann-Margaret Ferrante

5th Essex

David M. Rogers

24th Middlesex

Jennifer E. Benson

37th Middlesex

James J. O'Day

14th Worcester

David Paul Linsky

5th Middlesex

Paul J. Donato

35th Middlesex

Bradford Hill

4th Essex

Daniel Cahill

10th Essex

Michael O. Moore

Second Worcester

Bud L. Williams

11th Hampden

Elizabeth A. Poirier

14th Bristol

Michelle M. DuBois

10th Plymouth

Kay Khan

11th Middlesex

Tommy Vitolo

15th Norfolk

John J. Lawn, Jr.

10th Middlesex

Ruth B. Balser

12th Middlesex

Carlos González

10th Hampden

Colleen M. Garry

36th Middlesex

David F. DeCoste

5th Plymouth

James B. Eldridge

Middlesex and Worcester

Daniel J. Hunt

13th Suffolk

Mathew J. Muratore

1st Plymouth

Angelo L. D'Emilia

8th Plymouth

Mike Connolly

26th Middlesex

Donald F. Humason, Jr.

Second Hampden and Hampshire

Paul McMurtry

11th Norfolk

Natalie M. Higgins

4th Worcester

Denise Provost

27th Middlesex

David Henry Argosky LeBoeuf

17th Worcester

Tricia Farley-Bouvier

3rd Berkshire

Patricia D. Jehlen

Second Middlesex

John H. Rogers

12th Norfolk

Edward F. Coppinger

10th Suffolk

Jonathan Hecht

29th Middlesex

Christine P. Barber

34th Middlesex

John C. Velis

4th Hampden

James Arciero

2nd Middlesex

Brendan P. Crighton

Third Essex

Sean Garballey

23rd Middlesex

James M. Kelcourse

1st Essex

Maria Duaime Robinson

6th Middlesex

Paul F. Tucker

7th Essex

Elizabeth A. Malia

11th Suffolk

William J. Driscoll, Jr.

7th Norfolk

David T. Vieira

3rd Barnstable

David Biele

4th Suffolk

HOUSE DOCKET, NO. 769        FILED ON: 1/14/2019

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 615

By Ms. Hogan of Stow, a petition (accompanied by bill, House, No. 615) of Kate Hogan and others relative to the disposal of resources for determining eligibility for Medicaid.  Elder Affairs.


The Commonwealth of Massachusetts



In the One Hundred and Ninety-First General Court



An Act to preserve special needs trusts for disabled seniors.


Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows:

SECTION 1:  Section 28 of chapter 118E of the General Laws, as appearing in the 2016 Official Edition, is hereby amended by adding at the end thereof the following paragraph:—

A transfer of resources to a special needs trust that conforms to 42 USC §1396p (d)(4)(C) and established solely for the benefit of a disabled individual of any age shall not be treated as a disposal of resources for less than fair market value.