Massachusetts 2023-2024 Regular Session

Massachusetts Senate Bill S745

Introduced
2/16/23  

Caption

Relative to fiduciary responsibility

Impact

The legislative discourse surrounding S745 indicates significant implications for fiduciaries managing the assets of Medicaid recipients, especially in long-term care contexts. By holding individuals who receive assets accountable for Medicaid-related care costs, the bill is expected to enforce stricter fiduciary standards and outlines the conditions under which they may incur liability. This change seeks to protect state-funded Medicaid programs by minimizing fraudulent asset transfers intended to evade responsibility for healthcare costs. The bill is part of broader efforts to ensure that financial responsibilities remain clear, particularly as the population needing long-term care continues to grow.

Summary

Senate Bill S745 proposes amendments to Chapter 118E of the General Laws of Massachusetts to address fiduciary responsibilities concerning Medicaid asset transfers. The new section outlines how asset transfer disqualifications can affect individuals applying for Medicaid coverage in long-term care facilities. Specifically, if an asset transfer occurs for less than fair market value by an applicant or recipient, it may result in a period of ineligibility for Medicaid. During this period, the individuals who received the assets can be held liable for care costs incurred at a long-term care facility, proportional to the amount of the asset transferred. This bill aims to clarify and enforce the financial responsibilities of fiduciaries in these situations.

Contention

The key points of contention revolve around the liability criteria established for fiduciaries and the potential for increased litigation as facilities may pursue costs from individuals who received transferred assets. Advocates supporting the bill argue that this provision is essential for maintaining the integrity of Medicaid funding and ensuring that those who benefit from asset transfers do not evade their financial obligations toward long-term care. However, opponents may raise concerns about the burden placed on fiduciaries and the potential chilling effects this could have on families managing assets for elderly relatives, particularly in cases where financial transactions could be construed as disqualifying. The balance between protecting state resources and maintaining fair liability policies for families will be crucial as S745 moves through the legislative process.

Companion Bills

MA H4841

Similar To To preserve special needs trusts for disabled seniors

MA H4634

Replaced by Study Order

Previously Filed As

MA S1992

Repealing advance sales tax payments

MA S1802

Abolishing the death tax

MA S2469

Extending the time of military service purchases

MA S964

Relative to defacing property

MA S1693

Relative to protecting civil rights

MA S1691

Clarifying civil rights restrictions

MA S1696

Promoting fairness in licensing

MA S1807

Relative to the small commercial tax exemption

Similar Bills

CA SB522

Uniform Fiduciary Income and Principal Act.

CA SB1159

Uniform Fiduciary Income and Principal Act.

CA SB909

Uniform Trust Decanting Act.

MA S861

Relative to fiduciary responsibility

TX SB994

Relating to the adoption of the Texas Uniform Disclaimer of Property Interests Act.

TX HB2428

Relating to the adoption of the Texas Uniform Disclaimer of Property Interests Act.

FL H1093

Florida Uniform Fiduciary Income and Principal Act

ME LD114

An Act to Make Technical Amendments to Banking Laws