HOUSE . . . . . . . No. 4841
The Commonwealth of Massachusetts
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HOUSE OF REPRESENTATIVES, July 9, 2024.
The committee on Ways and Means, to whom was referred the Bill to
preserve special needs trusts for disabled seniors (House, No. 1202),
reports recommending that the same ought to pass with an amendment
substituting therefor the accompanying bill (House, No. 4841).
For the committee,
AARON MICHLEWITZ. 1 of 1
FILED ON: 7/9/2024
HOUSE . . . . . . . . . . . . . . . No. 4841
The Commonwealth of Massachusetts
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In the One Hundred and Ninety-Third General Court
(2023-2024)
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An Act to preserve special needs trusts for disabled seniors.
Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority
of the same, as follows:
1 Section 28 of chapter 118E of the General Laws, as appearing in the 2022 Official
2Edition, is hereby amended by adding the following paragraph:-
3 The division shall consider a transfer of assets by an individual age 65 or older or a
4transfer made for the sole benefit of an individual age 65 or older into a trust pursuant to 42
5U.S.C. 1396p(d)(4)(C), established for the sole benefit of said individual, to be a disposal of
6resources for fair market value, to the extent that such resources shall be available, under any
7circumstances, to be used by the trustee to provide goods and services to the individual, or to
8reimburse such costs, at fair market value.