H 4841 Massachusetts House · 193rd Legislature (2023-2024)

An Act to preserve special needs trusts for disabled seniors

This bill modifies how Massachusetts calculates assets for seniors aged 65 and older who apply for state assistance programs. It clarifies that money moved into a special needs trust for these individuals counts as a resource only when the trust is actually used to buy goods or services for the person. By defining this specific type of transfer as a fair market value disposal, the law ensures that funds in the trust are treated correctly during eligibility reviews without changing the trust's protective purpose. The change directly impacts elderly residents and the state agencies that determine their access to public benefits.
Bill status passed 3 of 5 stages cleared
Introduction
Jul 2024
Committee Review
Jul 2024
House Passage
Jul 2024
Senate Passage
Governor
Introduced Jul 9, 2024 Last action Jul 15, 2024
Floor votes

How they voted

This bill passed the House. No roll call record of that vote is available.
Full legislative history

Actions timeline

Total actions
7
Key actions
2
Committee
2
Jul 15, 2024
Committee
Read; and referred to the committee on Senate Ways and Means
upper
Jul 10, 2024
Lower · Passed
Read third and passed to be engrossed
lower
Jul 9, 2024
Lower · Passed
Reported from the committee on House Ways and Means
lower
0 primary · 24 co-sponsors

Sponsors

No sponsor information available.