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
Role
Legislator
Party
State
District
P
Pat Jehlen
DDemocratic
Co
Becca Rausch
DDemocratic
Co
Brendan Crighton
DDemocratic
Co
Brian Murray
DDemocratic
Co
Bruce Tarr
RRepublican
Co
Jason Lewis
DDemocratic
Co
Jo Comerford
DDemocratic
Co
John Keenan
DDemocratic
Co
Mike Moore
DDemocratic
Co
Patrick O'Connor
RRepublican
Co
Paul Feeney
DDemocratic
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