Massachusetts 2023-2024 Regular Session

Massachusetts Senate Bill S1631

Introduced
2/16/23  

Caption

Relative to special needs trusts and pensions

Impact

If enacted, S1631 would allow the trustee or fiduciary of a special needs trust to be eligible for nomination as a beneficiary under specific pension options. This change could positively influence individuals with disabilities, ensuring their financial security without jeopardizing their trust benefits. By broadening the eligibility criteria for pension benefits in the context of special needs trusts, the bill is expected to create a more inclusive framework that considers the financial complexities faced by these individuals.

Summary

S1631, also known as the Act Relative to Special Needs Trusts and Pensions, was introduced by Brendan P. Crighton in the Massachusetts Senate. This bill aims to amend Section 12 of Chapter 32 of the General Laws, particularly concerning the eligibility of beneficiaries under certain conditions related to special needs trusts. This legislative initiative reflects a growing recognition of the need for policies that adequately address the unique financial circumstances of individuals with special needs and their families.

Contention

There may be points of contention regarding how this bill impacts existing pension systems and whether it introduces any unintended consequences for pension fund stability. Stakeholders might express concerns about the potential fiscal implications of broadening beneficiary definitions and how these changes could influence the funding and management of pension plans. Additionally, discussions around fiduciary responsibilities and the management of special needs trusts are likely to arise as the bill progresses through the legislative process.

Companion Bills

MA S977

Similar To Relative to the Massachusetts Uniform Trust Decanting Act

MA S2610

Replaced by Order relative to authorizing the joint committee on Public Service to make an investigation and study of certain current Senate documents relative to public service matters.

Previously Filed As

MA S2121

Establishing the official marine flora of the Commonwealth

MA S1492

Relative to newborn infant safe sleep practices

MA S149

Modernizing lottery payment options

MA S1809

Relative to special needs trusts and pensions

MA S1984

Providing for access to baby-changing stations

MA S1060

Relative to the charitable immunity cap for cases involving sexual abuse

MA S729

To restore the effective date of MassHealth coverage for new applicants

MA S2213

Relative to defining zone 1 in the MBTA commuter rail system

Similar Bills

No similar bills found.