Matter of Leona Carlisle Trust

17 Citing cases

  1. Hecker v. Stark County Social Service Bd.

    527 N.W.2d 226 (N.D. 1995)   Cited 27 times
    Holding a support trust allows beneficiaries to compel distributions for support expenses

    See Bohac, 424 N.W.2d 144. A support trust permits a beneficiary to compel distributions of income, corpus, or both, for expenses necessary for the beneficiary's support. Id.; Chenot v. Bordeleau, 561 A.2d 891 (R.I. 1989); In the Matter of Leona Carlisle Trust, 498 N.W.2d 260 (Minn.App. 1993). If the Hecker trust reasonably could have been interpreted to be a support trust, then the Department may consider it as an asset when evaluating Herman's eligibility for assistance. See NDAC Β§ 75-02-02.1-31(3).

  2. Matter of the Horton Irrevocable Trust

    668 N.W.2d 208 (Minn. Ct. App. 2003)   Cited 22 times
    Holding that county social services agency was an "interested person" for purposes of Minn. Stat. Β§ 501B.16 and had standing to petition the district court for an order determining the availability of trust assets for the beneficiary's medical care

    In Minnesota, "Medicaid" is known as "medical assistance." In re Carlisle Trust, 498 N.W.2d 260, 263 n. 1 (Minn.App. 1993).See Minn. Stat. Β§ 256B.056, subd. 3 (2002).

  3. In re Rosckes

    783 N.W.2d 220 (Minn. Ct. App. 2010)   Cited 7 times

    The issue of whether resources in a trust are available for the purposes of medical-assistance eligibility is also a question of law. In re Carlisle Trust, 498 N.W.2d 260, 263 (Minn.App. 1993). The challenging party has the burden to establish whether a trust is an available asset.

  4. In Matter of the Wilcox

    No. A08-1458 (Minn. Ct. App. May. 19, 2009)

    The categorization also determines whether a beneficiary can compel the trustee to distribute trust assets for the beneficiary's support. Matter of Carlisle Trust, 498 N.W.2d 260, 264 (Minn.App. 1993) (citing Restatement (Second) of Trusts Β§ 128 cmts. d, e (1959)). In this case, S.W.'s ability to compel distribution of trust assets was put in controversy by the guardian's demand for such distribution.

  5. In re Appeal of Decision of Commissioner of Human Services

    725 N.W.2d 114 (Minn. Ct. App. 2006)   Cited 5 times

    The issue of whether resources in a trust are available to a beneficiary for determining his or her eligibility for medical assistance purposes is also a question of law. In re Carlisle Trust, 498 N.W.2d 260, 263 (Minn.App. 1993). The trust beneficiary has the burden to establish that a trust is not an available asset.

  6. Ramey v. Rizzuto

    72 F. Supp. 2d 1202 (D. Colo. 1999)   Cited 8 times

    Some state courts have held that a special needs trust settled by a person other than the beneficiary is not a countable resource. See, In Matter of Leona Carlisle Trust, 498 N.W.2d 260 (Minn.App. 1993); In the Matter of Moretti, 159 Misc.2d 654, 606 N.Y.S.2d 543 (N Y 1993); Sanders, supra. The court finds that Miller is inapplicable here because Farmer created the trust for herself.

  7. Striegel v. S.D. Dept. of Social Services

    515 N.W.2d 245 (S.D. 1994)   Cited 11 times
    Construing MQT provisions broadly to promote public policy supporting social assistance

    Β§ 1396a(a)(17) instructs Medicaid states to set reasonable standards for determining eligibility. See Matter of Leona Carlisle Trust, 498 N.W.2d 260, 263 (Minn.App. 1993) ("Participating states may develop their own standards for determining eligibility for Medicaid"). South Dakota's standard has not been shown to be unreasonable. William's assets were placed in a discretionary trust naming William as the beneficiary.

  8. Matter of Kindt

    542 N.W.2d 391 (Minn. Ct. App. 1996)   Cited 19 times
    Finding notice of termination of medical-assistance benefits adequate where notification acknowledged that the proposed benefit reduction was total, specified benefit-termination date, and cited reason for termination

    In reviewing MA eligibility determinations, we examine de novo the agency's decision for constitutional violations and other errors of law. In re Leona Carlisle Trust Created Under the Trust Agreement Dated Feb. 9, 1985, 498 N.W.2d 260, 263 (Minn.App. 1993) (reviewing de novo legal questions surrounding an individual's MA eligibility); In re Welfare of Sayles, 407 N.W.2d 414, 416-18 (Minn.App 1987) (reviewing an agency's MA eligibility decision for constitutional violations and other errors of law), aff'd, 427 N.W.2d 653 (Minn. 1988).

  9. Wong v. Daines

    582 F. Supp. 2d 475 (S.D.N.Y. 2008)   Cited 8 times

    (If a trust were intended to provide general support, then the government would count the trust assets as available resources of the beneficiary and demand reimbursement for government benefits.) See generally Rosenberg at 109-17; see also, e.g., In re Escher, 407 N.Y.S.2d 106, 111-12 (N.Y. Sur. 1978) (the seminal case in New York), aff'd, 75 A.D.2d 531 (1980), aff'd, 52 N.Y.2d 1006 (1981); Zeoli v. Comm'r of Soc. Servs., 179 Conn. 83, 97 (1979); In re Carlisle Trust, 498 N.W.2d 260, 266 (Minn.Ct.App. 1993).

  10. Kryzsko v. Ramsey County Social Services

    607 N.W.2d 237 (N.D. 2000)   Cited 10 times
    Affirming an agency's decision only if the agency's conclusions of law are supported by its findings of fact

    [ΒΆ 38] Other courts reviewing trusts like the one in Hecker have employed the same analysis we used in that case, looking foremost to the discretionary character of the trust and viewing the language indicating the trust was to supplement outside funds as additional evidence of the settlor's intent. See, e.g., Matter of Leona Carlisle Trust, 498 N.W.2d 260, 264-65 (Minn.Ct.App. 1993); Matter of Estate of Benjamin T. Sykes, 345 N.W.2d 642, 644 (Mich.Ct.App. 1983); Zeoli, 425 A.2d at 556. However, once a trust is determined to be discretionary, that additional language is not necessary to the determination that the trust is supplemental to public assistance.