S 756 Massachusetts Senate · 193rd Legislature (2023-2024)

An Act preserving special needs trusts for disabled seniors

This bill amends Massachusetts law to clarify how assets transferred into special needs trusts by seniors aged 65 or older are treated for Medicaid eligibility purposes. Specifically, it instructs the state to count these transfers as a disposal of resources at fair market value, meaning the value of the assets used to fund the trust will be considered available to the individual. This change directly affects disabled seniors and their families who rely on special needs trusts to maintain eligibility for government health benefits while preserving assets for their care. The provision ensures that the state can accurately assess an individual's financial resources when determining their need for assistance under the program.
Bill status passed 3 of 4 stages cleared
Introduction
Feb 2023
Committee Review
Feb 2023
House Passage
Feb 2023
Governor
Introduced Feb 16, 2023 Last action Oct 30, 2023
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
5
Key actions
1
Committee
1
Feb 16, 2023
Lower · Passed
House concurred
lower
Feb 16, 2023
Committee
Referred to the committee on Health Care Financing
upper
1 primary · 11 co-sponsors

Sponsors