SENATE DOCKET, NO. 1832        FILED ON: 1/20/2023

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 756

 

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

 

Susannah M. Whipps

2nd Franklin

2/2/2023

Brian W. Murray

10th Worcester

2/3/2023

Patrick M. O'Connor

First Plymouth and Norfolk

2/7/2023

John F. Keenan

Norfolk and Plymouth

2/14/2023

Michael O. Moore

Second Worcester

2/15/2023

Brendan P. Crighton

Third Essex

3/2/2023

Joanne M. Comerford

Hampshire, Franklin and Worcester

3/8/2023

Jason M. Lewis

Fifth Middlesex

4/5/2023

Rebecca L. Rausch

Norfolk, Worcester and Middlesex

7/6/2023

Bruce E. Tarr

First Essex and Middlesex

7/20/2023

Paul R. Feeney

Bristol and Norfolk

10/23/2023


SENATE DOCKET, NO. 1832        FILED ON: 1/20/2023

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 756

By Ms. Jehlen, a petition (accompanied by bill, Senate, No. 756) of Patricia D. Jehlen, Susannah M. Whipps, Brian W. Murray, Patrick M. O'Connor 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. 773 OF 2021-2022.]

 

The Commonwealth of Massachusetts

 

_______________

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

_______________

 

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 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.