Advocacy Makes a Difference

October has come and gone without action by MassHealth regarding pooled special needs trusts. While there has been no official statement from MassHealth, we have learned that the agency may not issue pooled trust regulations until January.  We continue to work closely with MA NAELA on advocacy efforts.

The implications of the delay, as we see them, are unchanged from our earlier view. In short, it is possible to open pooled trust accounts until the regulations are promulgated, and there is no indication that MassHealth will treat existing pooled trust funds any differently under the new regulations. Uncertainty is stressful. Please let us know how we can help.