MA S811

Bill

Relative to consistent treatment of life estates

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 relative to consistent treatment of life estates. Health Care Financing.

AI Summary

This bill amends the Massachusetts General Laws to provide a consistent method for determining the value of life estates and remainder interests in property when evaluating Medicaid eligibility and recovery. Specifically, it requires the Division of Medical Assistance to use the valuation method outlined in the Code of Federal Regulations (26 CFR 20.2031-7) to calculate the percentage interest of such life estates and remainder interests. This change ensures a standardized approach when assessing the eligibility of individuals who have disposed of these property interests and when the Division seeks to recover its costs from the sale of property subject to a lien or encumbrance.

Committee Categories

Health and Social Services

Sponsors (5)

Becca Rausch (D)*, Brendan Crighton (D), Jason Lewis (D), Patrick O'Connor (R), Bruce Tarr (R),

Last Action

Accompanied H1301 (on 06/06/2022)

Official Document

https://malegislature.gov/Bills/192/S811

(31 Companion Bills)

Version:

Document Type	Source Location
State Bill Page	https://malegislature.gov/Bills/192/S811
Bill	https://malegislature.gov/Bills/192/S811.pdf

Bill	Bill Name	Last Action	Type
H1301	Relative to consistent treatment of life estates	No further action taken	Similar To
H1460	To improve public safety by facilitating access to addiction services	Accompanied a study order, see H4844	Similar To
H1508	Relative to escheat	No further action taken	Similar To
H2098	Relative to creating intensive stabilization and treatment units within the Department of Mental Health	Accompanied a study order, see H5194	Similar To
H2580	Relative to employee retirement	Accompanied a study order, see H4960	Similar To
H2921	Relative to tax abatement for permanently disabled veterans	No further action taken	Similar To
H3637	Resolutions urging the Congress of the United States to update the Drug Addiction Treatment Act of 2000 and remove excessive training requirements mandated for obtaining a waiver to prescribe buprenorphine	No further action taken	Similar To
H3766	Authorizing the city of Melrose to establish a means tested senior citizen property tax exemption	Signed by the Governor, Chapter 100 of the Acts of 2022	Similar To
H3767	Authorizing the city of Melrose to regulate certain property tax exemption eligibility requirements for the elderly	Signed by the Governor, Chapter 390 of the Acts of 2022	Similar To
H3901	Authorizing the town of Mendon to establish a means-tested senior citizen property tax exemption	Signed by the Governor, Chapter 241 of the Acts of 2022	Similar To
H3989	To give the town of Leicester authority to grant full annual property tax exemptions to the surviving spouse of Rutland Police Detective and Leicester resident John D. Songy	Signed by the Governor, Chapter 225 of the Acts of 2022	Similar To
H4060	Establishing a real property transfer fee in the town of Chatham	No further action taken	Similar To
H4107	Authorizing the town of Lincoln to establish a means tested senior citizen property tax exemption program	Read second and ordered to a third reading	Similar To
H4250	Authorizing the Massachusetts Water Resources Authority to release easements upon certain real property in the town of Canton	Signed by the Governor, Chapter 143 of the Acts of 2022	Similar To
H4979	Authorizing the Department of Conservation and Recreation and the Division of Capital Asset Management and Maintenance to transfer an easement in certain property and the fee in certain properties to the city of Revere all for municipal purposes	Signed by the Governor, Chapter 151 of the Acts of 2022	Similar To
H846	Instructing the Massachusetts Department of Fish & Game to study the feasibility of repurposing the former Moon Island Sewage Treatment Plant for the purposes of fish and shellfish farms	Accompanied a study order, see H5236	Similar To
H915	Authorizing the Massachusetts Water Resources Authority to release easements upon certain real property in the town of Canton	New draft substituted, see H4250	Similar To
S1284	To provide more timely treatment of inpatient mental health care	Committee recommended ought to pass and referred to the committee on Senate Ways and Means	Similar To
S1288	Removing preauthorization requirements for mental health acute treatment	Accompanying S1276	Similar To
S1304	Expanding access to patient centered care for opioid use disorder	Ought NOT to pass (under Joint Rule 10) and placed in the Orders of the Day for the next session	Similar To
S1305	Relative to pain management treatment for certain chronic pain patients	Accompanied a study order, see S2919	Similar To
S1802	Relative to providing better notices and protections in the process for collecting delinquent property taxes	Accompanied a study order, see H5247	Similar To
S1916	Authorizing the establishment of a mean tested senior citizen property tax exemption	Accompanied H2915	Similar To
S193	Relative to partial payments	Accompanied a new draft, see S2569	Similar To
S2437	Establishing a real estate transfer fee upon the transfer of property in the town of Concord	Read second and ordered to a third reading	Similar To
S2505	Authorizing the town of Wareham to assess certain solar or wind systems as personal property	Read second and ordered to a third reading	Similar To
S2512	Authorizing the town of Andover to establish a means tested senior citizen property tax exemption	Signed by the Governor, Chapter 210 of the Acts of 2022	Similar To
S2584	Addressing barriers to care for mental health	Reported by S3097	Similar To
S3097	Addressing barriers to care for mental health	Signed by the Governor, Chapter 177 of the Acts of 2022	Similar To
S724	Relative to vacated foreclosed residential property	Accompanied a study order, see S2699	Similar To
S877	Requiring the disclosure of services covered by condominium fees and property taxes	Accompanied a study order, see H5276	Similar To

Bill

Bill Name

Last Action

Type

H1301

Relative to consistent treatment of life estates

No further action taken

Similar To

H1460

To improve public safety by facilitating access to addiction services

Accompanied a study order, see H4844

Similar To

H1508

Relative to escheat

No further action taken

Similar To

H2098

Relative to creating intensive stabilization and treatment units within the Department of Mental Health

Accompanied a study order, see H5194

Similar To

H2580

Relative to employee retirement

Accompanied a study order, see H4960

Similar To

H2921

Relative to tax abatement for permanently disabled veterans

No further action taken

Similar To

H3637

Resolutions urging the Congress of the United States to update the Drug Addiction Treatment Act of 2000 and remove excessive training requirements mandated for obtaining a waiver to prescribe buprenorphine

No further action taken

Similar To

H3766

Authorizing the city of Melrose to establish a means tested senior citizen property tax exemption

Signed by the Governor, Chapter 100 of the Acts of 2022

Similar To

H3767

Authorizing the city of Melrose to regulate certain property tax exemption eligibility requirements for the elderly

Signed by the Governor, Chapter 390 of the Acts of 2022

Similar To

H3901

Authorizing the town of Mendon to establish a means-tested senior citizen property tax exemption

Signed by the Governor, Chapter 241 of the Acts of 2022

Similar To

H3989

To give the town of Leicester authority to grant full annual property tax exemptions to the surviving spouse of Rutland Police Detective and Leicester resident John D. Songy

Signed by the Governor, Chapter 225 of the Acts of 2022

Similar To

H4060

Establishing a real property transfer fee in the town of Chatham

No further action taken

Similar To

H4107

Authorizing the town of Lincoln to establish a means tested senior citizen property tax exemption program

Read second and ordered to a third reading

Similar To

H4250

Authorizing the Massachusetts Water Resources Authority to release easements upon certain real property in the town of Canton

Signed by the Governor, Chapter 143 of the Acts of 2022

Similar To

H4979

Authorizing the Department of Conservation and Recreation and the Division of Capital Asset Management and Maintenance to transfer an easement in certain property and the fee in certain properties to the city of Revere all for municipal purposes

Signed by the Governor, Chapter 151 of the Acts of 2022

Similar To

H846

Instructing the Massachusetts Department of Fish & Game to study the feasibility of repurposing the former Moon Island Sewage Treatment Plant for the purposes of fish and shellfish farms

Accompanied a study order, see H5236

Similar To

H915

Authorizing the Massachusetts Water Resources Authority to release easements upon certain real property in the town of Canton

New draft substituted, see H4250

Similar To

S1284

To provide more timely treatment of inpatient mental health care

Committee recommended ought to pass and referred to the committee on Senate Ways and Means

Similar To

S1288

Removing preauthorization requirements for mental health acute treatment

Accompanying S1276

Similar To

S1304

Expanding access to patient centered care for opioid use disorder

Ought NOT to pass (under Joint Rule 10) and placed in the Orders of the Day for the next session

Similar To

S1305

Relative to pain management treatment for certain chronic pain patients

Accompanied a study order, see S2919

Similar To

S1802

Relative to providing better notices and protections in the process for collecting delinquent property taxes

Accompanied a study order, see H5247

Similar To

S1916

Authorizing the establishment of a mean tested senior citizen property tax exemption

Accompanied H2915

Similar To

S193

Relative to partial payments

Accompanied a new draft, see S2569

Similar To

S2437

Establishing a real estate transfer fee upon the transfer of property in the town of Concord

Read second and ordered to a third reading

Similar To

S2505

Authorizing the town of Wareham to assess certain solar or wind systems as personal property

Read second and ordered to a third reading

Similar To

S2512

Authorizing the town of Andover to establish a means tested senior citizen property tax exemption

Signed by the Governor, Chapter 210 of the Acts of 2022

Similar To

S2584

Addressing barriers to care for mental health

Reported by S3097

Similar To

S3097

Addressing barriers to care for mental health

Signed by the Governor, Chapter 177 of the Acts of 2022

Similar To

S724

Relative to vacated foreclosed residential property

Accompanied a study order, see S2699

Similar To

S877

Requiring the disclosure of services covered by condominium fees and property taxes

Accompanied a study order, see H5276

Similar To

Bill > S811

MA S811

summary

Introduced Session

Bill Summary

AI Summary

Committee Categories

Sponsors (5)

Last Action

Official Document

bill text

bill summary

bill summary

bill summary