Massachusetts 2023-2024 Regular Session

Massachusetts House Bill H4841

Introduced
7/9/24  
Engrossed
7/10/24  

Caption

To preserve special needs trusts for disabled seniors

Impact

The bill's passage is expected to have significant implications for Massachusetts state laws concerning asset protection and disability rights. By safeguarding the ability of disabled seniors to utilize special needs trusts, the legislation would empower this vulnerable population to better manage their financial resources while still qualifying for public assistance programs. This can enhance their quality of life by providing more flexibility in how their financial assets are used, particularly for fulfilling their health and care needs.

Summary

House Bill 4841 aims to amend the Massachusetts General Laws regarding the treatment of special needs trusts for individuals aged 65 and older. Specifically, the bill seeks to clarify that transfers of assets into such trusts will not be considered a disposal of resources for the purpose of determining Medicaid eligibility, provided that the assets are designated for the sole benefit of the disabled senior. This legislation is designed to protect the financial resources of seniors with disabilities, ensuring their access to necessary goods and services without jeopardizing their eligibility for essential state assistance programs.

Contention

One notable point of contention surrounding HB 4841 may be the potential for misuse or misunderstandings related to asset transfers into special needs trusts. Advocates argue that the bill is a necessary legal safeguard for seniors who require both independence in managing their finances and access to state benefits. However, critics may express concerns about the implications for Medicaid funding integrity, fearing that the bill could lead to exploitation of the system if not properly regulated. The discussions around this bill highlight the balance between providing support for disabled seniors and ensuring the sustainability of public benefit programs.

Companion Bills

MA H1202

Replaces To preserve special needs trusts for disabled seniors

Previously Filed As

MA H3671

Vivian Washington sympathy

MA HR0865

MEMORIAL-SUSAN DUNCAN

MA HB386

Dedicates interest earnings of the Deepwater Horizon Economic Damages Collection Fund to higher education (EN INCREASE SD RV See Note)

MA SB00380

An Act Concerning School Discipline.

MA SB138

Reduce Greenhouse Gas Emissions In Colorado

MA HB846

Provides relative to reporting on federal and state funding of mental health services (EN NO IMPACT See Note)

MA HB709

Relating To Mandatory Lobbyist Training.

MA HB709

Relating To Mandatory Lobbyist Training.

Similar Bills

No similar bills found.