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SENATE DOCKET, NO. 373        FILED ON: 1/16/2013

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 503


The Commonwealth of Massachusetts



Katherine M. Clark


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 transfers of assets by MassHealth members.






Katherine M. Clark

Fifth Middlesex

John V. Fernandes

10th Worcester

Karen E. Spilka

Second Middlesex and Norfolk

Kenneth J. Donnelly

Fourth Middlesex

James J. O'Day

14th Worcester

Kay Khan

11th Middlesex

James M. Murphy

4th Norfolk

SENATE DOCKET, NO. 373        FILED ON: 1/16/2013

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 503

By Ms. Clark, a petition (accompanied by bill, Senate, No. 503) of Katherine M. Clark, John V. Fernandes, Karen E. Spilka, Kenneth J. Donnelly and other members of the General Court for legislation to transfer assests by MassHealth members.  Health Care Financing. 


The Commonwealth of Massachusetts



In the Year Two Thousand Thirteen



An Act transfers of assets by MassHealth members.


              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 is hereby amended by inserting at the end thereof, the following section:-

              The division shall not impose a period of ineligibility against an individual who demonstrates that a transfer of assets by said individual or his spouse was intended exclusively for a purpose other than qualifying for MassHealth or was intended to be a transfer for fair market value.  The division shall consider specific factors in determining whether the individual has met his burden in establishing such intent including but not limited to the following:

              1) The individual provides documentation demonstrating a regular pattern of small transfers  for at least three years consistent with the transfer in question;

              2) The individual or his spouse made the transfer to a religious institution, charity or other non-profit entity in an amount consistent with prior charitable giving ;

              3) at the time of the transfer the  individual and his spouse had resources at or below the allowable limit for MassHealth eligibility for long term care;

              4) the transfer was intended to alleviate a relative’s financial crisis, prevent a relative’s mortgage foreclosure or  pay for a relative’s medical care; or

              5) at the time of the resource transfer, the individual’s medical record  did not indicate a significant likelihood that the individual would require  nursing home services  in the near future.

              If the individual establishes any of the above factors, then the burden of proving that the individual intended the transfer of assets to qualify the individual for MassHealth shifts to the division.

              The division shall promulgate regulations implementing this section.

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