Webinar: The Treatment of Irrevocable Trusts in Massachusetts by MassHealth After the SJC’s Daley and Fournier Decisions
Webinar: The Treatment of Irrevocable Trusts in Massachusetts by MassHealth After the SJC’s Daley and Fournier Decisions
MassHealth lawyers have made arguments in the past that if you place your home in an irrevocable trust but still reside in your home then the asset is countable for MassHealth purposes. They also made many multi-tiered arguments about how the assets in such a trust can be gotten back to the MassHealth applicant. The Supreme Judicial Court decisions in the Daley and Fournier cases state that Massachusetts trust law must be considered and there must be a direct path of the assets back to the MassHealth applicant for the trust to fail.
Join us on Thursday, October 21, from 12:15-12:45 PM EST for a discussion about how the treatment of irrevocable trusts by MassHealth has changed following the Daley and Fournier decisions. We will be joined by our guest speaker Attorney Nick Kaltsas from Elder & Disability Law Advocates in Worcester.
In this webinar we will be covering:
- Can residing in your home after you deeded the home to an irrevocable trust cause your home to be treated as a countable asset in the MassHealth application process?
- If your home is in an irrevocable trust will you be able to qualify for MassHealth?
- What arguments are no longer available to MassHealth lawyers following these SJC decisions?
Click Here to Register: https://us02web.zoom.us/webinar/register/WN_rymX5yo2SsipUKiDKbU_PQ
Feel free to submit general questions specific to the topic of MassHealth’s Treatment of Irrevocable Trusts for the Q&A portion of the webinar. Questions can be submitted in the confirmation email that will be sent upon registering. It is unlikely that we will have time to answer questions that are submitted during the webinar through Zoom.
The information presented in the webinar is for informational purposes only and is not a substitute for legal advice.
