MA S773

Bill

Preserving special needs trusts for disabled seniors

Introduced
03/29/2021

In Committee
03/29/2021

Crossed Over

Passed

Dead
12/31/2022

Introduced Session

192nd General Court

Bill Summary

For legislation to preserve special needs trusts for disabled seniors. Health Care Financing.

AI Summary

This bill aims to preserve special needs trusts for disabled seniors. It amends the General Laws of Massachusetts by adding a paragraph to Section 28 of Chapter 118E, which governs Medicaid (the federal-state health insurance program for low-income individuals). The new paragraph states that a transfer by an individual aged 65 or older into a trust that conforms to the federal law (42 U.S.C. §1396p(d)(4)(C)) established for the sole benefit of the individual shall be considered a disposal of resources for fair market value. This means that such resources could be used by the trustee to provide goods or services to the individual at fair market value, which would not be counted against the individual's Medicaid eligibility.

Committee Categories

Health and Social Services

Sponsors (6)

Pat Jehlen (D)*, Brad Jones (R), Jason Lewis (D), Mark Montigny (D), Angelo Puppolo (D), Walter Timilty (D),

Last Action

Accompanied H1274 (on 02/07/2022)

Official Document

https://malegislature.gov/Bills/192/S773

(12 Companion Bills)

Version:

Document Type	Source Location
State Bill Page	https://malegislature.gov/Bills/192/S773
Bill	https://malegislature.gov/Bills/192/S773.pdf

Bill	Bill Name	Last Action	Type
H1274	To preserve special needs trusts for disabled seniors	New draft substituted, see H4792	Replaced by
H2817	Establishing a homestead exemption for disabled veterans	Accompanied a study order, see H5244	Similar To
H2883	Excluding student loan forgiveness from taxable income for permanently and totally disabled veterans	No further action taken	Similar To
H3486	Relative to license plates for disabled veterans	Accompanied a study order, see H4966	Similar To
H3644	Increasing the annuity for gold star families	No further action taken	Similar To
H4011	Relative to eligibility for emergency assistance to elderly, disabled residents and children	Chapter 71 of the Acts of 2021	Similar To
H4052	Message from His Excellency the Governor returning with his objections thereto in writing the engrossed Bill relative to eligibility for emergency assistance to elderly, disabled residents and children (see House, No. 4011). August 3, 2021	See H4011	Similar To
H5188	To preserve special needs trusts for disabled seniors	See H4792	Similar To
S2455	Relative to 100% disabled veteran motor vehicle tax exemptions	Accompanied a study order, see H5248	Similar To
S748	Supporting equal access to community care for elders and the disabled	Bill reported favorably by committee and referred to the committee on Senate Ways and Means	Similar To
S846	Creating higher education opportunities for students with intellectual disabilities, autism, and other developmental disabilities	Accompanied a new draft, see S2815	Similar To
S878	Establishing a task force on elderly and disabled persons residing in public housing	Accompanied a study order, see H5276	Similar To

Bill

Bill Name

Last Action

Type

H1274

To preserve special needs trusts for disabled seniors

New draft substituted, see H4792

Replaced by

H2817

Establishing a homestead exemption for disabled veterans

Accompanied a study order, see H5244

Similar To

H2883

Excluding student loan forgiveness from taxable income for permanently and totally disabled veterans

No further action taken

Similar To

H3486

Relative to license plates for disabled veterans

Accompanied a study order, see H4966

Similar To

H3644

Increasing the annuity for gold star families

No further action taken

Similar To

H4011

Relative to eligibility for emergency assistance to elderly, disabled residents and children

Chapter 71 of the Acts of 2021

Similar To

H4052

Message from His Excellency the Governor returning with his objections thereto in writing the engrossed Bill relative to eligibility for emergency assistance to elderly, disabled residents and children (see House, No. 4011). August 3, 2021

See H4011

Similar To

H5188

To preserve special needs trusts for disabled seniors

See H4792

Similar To

S2455

Relative to 100% disabled veteran motor vehicle tax exemptions

Accompanied a study order, see H5248

Similar To

S748

Supporting equal access to community care for elders and the disabled

Bill reported favorably by committee and referred to the committee on Senate Ways and Means

Similar To

S846

Creating higher education opportunities for students with intellectual disabilities, autism, and other developmental disabilities

Accompanied a new draft, see S2815

Similar To

S878

Establishing a task force on elderly and disabled persons residing in public housing

Accompanied a study order, see H5276

Similar To

Bill > S773

MA S773

summary

Introduced Session

Bill Summary

AI Summary

Committee Categories

Sponsors (6)

Last Action

Official Document

bill text

bill summary

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