HOUSE DOCKET, NO. 3327        FILED ON: 1/20/2023

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1202

 

The Commonwealth of Massachusetts

_________________

PRESENTED BY:

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.

_______________

PETITION OF:

 

Name:

District/Address:

Date Added:

Kate Hogan

3rd Middlesex

1/18/2023

Patricia D. Jehlen

Second Middlesex

1/27/2023

Patrick M. O'Connor

First Plymouth and Norfolk

2/14/2023

Lindsay N. Sabadosa

1st Hampshire

2/14/2023

William M. Straus

10th Bristol

2/14/2023

John Barrett, III

1st Berkshire

2/14/2023

Kay Khan

11th Middlesex

2/27/2023

David Paul Linsky

5th Middlesex

2/27/2023

Daniel Cahill

10th Essex

2/27/2023

Carol A. Doherty

3rd Bristol

2/27/2023

James J. O'Day

14th Worcester

2/27/2023

Kate Lipper-Garabedian

32nd Middlesex

2/27/2023

Samantha Montaño

15th Suffolk

2/27/2023

Tram T. Nguyen

18th Essex

2/27/2023

Rodney M. Elliott

16th Middlesex

6/21/2023

James C. Arena-DeRosa

8th Middlesex

6/21/2023

Joanne M. Comerford

Hampshire, Franklin and Worcester

6/21/2023

Christopher M. Markey

9th Bristol

6/21/2023

Susannah M. Whipps

2nd Franklin

6/21/2023

Kevin G. Honan

17th Suffolk

6/21/2023

Natalie M. Higgins

4th Worcester

6/21/2023

Carole A. Fiola

6th Bristol

6/21/2023

Jason M. Lewis

Fifth Middlesex

6/21/2023

Jennifer Balinsky Armini

8th Essex

6/21/2023


HOUSE DOCKET, NO. 3327        FILED ON: 1/20/2023

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1202

By Representative Hogan of Stow, a petition (accompanied by bill, House, No. 1202) of Kate Hogan and others relative to the disposal of resources for determining eligibility for Medicaid.  Health Care Financing.

 

[SIMILAR MATTER FILED IN PREVIOUS SESSION
SEE HOUSE, NO. 4792 OF 2021-2022.]

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninety-Third General Court
(2023-2024)

_______________

 

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 28 of chapter 118E of the General Laws, as appearing in the 2020 Official Edition, is hereby amended by adding the following paragraph:-

The division shall consider a transfer of assets by an individual age 65 or older or a transfer made for the sole benefit of an individual age 65 or older into a trust pursuant to 42 U.S.C. 1396p(d)(4)(C), established for the sole benefit of said individual, to be a disposal of resources for fair market value, to the extent that such resources shall be available, under any circumstances, to be used by the trustee to provide goods and services to the individual, or to reimburse such costs, at fair market value.