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MassHealth Questioned as Primary Remainder Beneficiary on Community Spouse Annuities

Date Listed: February 8, 2022
Presented By: Scott Engstrom, J.D.

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In episode 16 of our Industry Insights video series, Scott Engstrom, J.D., Corporate Counsel and COO, discusses the recent Massachusetts Supreme Judicial Court (SJC) beneficiary case and what it means for elder law attorneys. Scott addresses:

  • The appellees’ argument related to community spouse annuities meeting the requirements of the sole benefit rule
  • The Commonwealth’s position on annuities being used for Medicaid purposes
  • The Court’s concern about high net worth clients being able to achieve Medicaid eligibility and sheltering assets

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