SENATE DOCKET, NO. 749        FILED ON: 2/5/2021

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 773

 

The Commonwealth of Massachusetts

_________________

PRESENTED BY:

Patricia D. Jehlen

_________________

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 preserving special needs trusts for disabled seniors.

_______________

PETITION OF:

 

Name:

District/Address:

 

Patricia D. Jehlen

Second Middlesex

 

Jason M. Lewis

Fifth Middlesex

2/24/2021

Walter F. Timilty

Norfolk, Bristol and Plymouth

3/10/2021

Mark C. Montigny

Second Bristol and Plymouth

3/10/2021

Angelo J. Puppolo, Jr.

12th Hampden

3/19/2021

Bradley H. Jones, Jr.

20th Middlesex

3/22/2021


SENATE DOCKET, NO. 749        FILED ON: 2/5/2021

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 773

By Ms. Jehlen, a petition (accompanied by bill, Senate, No. 773) of Patricia D. Jehlen, Jason M. Lewis, Walter F. Timilty, Mark C. Montigny and other members of the General Court for legislation to preserve special needs trusts for disabled seniors.  Health Care Financing.

 

[SIMILAR MATTER FILED IN PREVIOUS SESSION
SEE SENATE, NO. 2430 OF 2019-2020.]

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninety-Second General Court
(2021-2022)

_______________

 

An Act preserving 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 28 of chapter 118E of the General Laws, as appearing in the 2018 Official Edition, is hereby amended by adding at the end thereof the following paragraph:-

A transfer by an individual age 65 and over into a trust that conforms to 42 U.S.C. §1396p(d)(4)(C) established for the sole benefit of said individual shall be considered by the division as a disposal of resources for fair market value, to the extent that such resources could, under any circumstances, be used by the trustee to provide goods or services to the individual at fair market value.