Loading…
Special Needs Trust Fairness Act of 2015
Legislative Progress
Introduced
February 3, 2015
Latest Action
September 11, 2015
Primary Sponsor
Chuck GrassleyRepublican(IA)
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
92pct
220d open
vs 3,548 other S bills in the 114th — cohort avg 43d
(This measure has not been amended since it was introduced. The expanded summary of the Senate reported version is repeated here.) Special Needs Trust Fairness Act of 2015 (Sec. 2) This bill amends title XIX (Medicaid) of the Social Security Act with respect to the treatment of revocable trusts for the benefit of an individual for purposes of meeting income requirements for Medicaid coverage. Extends the supplemental needs trust exemption from treatment of a trust as resources available to the individual to supplemental needs trusts for Medicaid beneficiaries established by those beneficiaries.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (3)
2016 · fourth_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trusts including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015, and H.R.34; H.R.1771, which would alter how income from annuities is counted towards Medicaid eligibility, H.R.1361, which would eliminate the state option to increase the home equity threshold for purposes of Medicaid eligibility, and S. 2427, the Disability Integration Act of 2015, and other policies related to Medicaid coverage.
Referred to the Subcommittee on Health.
Referred to the House Committee on Energy and Commerce.
Message on Senate action sent to the House.
Received in the House.
Passed Senate without amendment by Unanimous Consent. (consideration: CR S6539; text as passed Senate: CR S6539)
Passed/agreed to in Senate: Passed Senate without amendment by Unanimous Consent.(consideration: CR S6539; text as passed Senate: CR S6539)
Placed on Senate Legislative Calendar under General Orders. Calendar No. 178.
Committee on Finance. Reported by Senator Hatch without amendment. With written report No. 114-99.
Committee on Finance. Ordered to be reported without amendment favorably.
Read twice and referred to the Committee on Finance.
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · third_quarter · Health Issues
Transition to Independence Act (S.1604) creates a five year transition to independence medicaid buy in demonstration program. Complex Rehabilitation Technology Acts (S. 1013) (H.R. 1516) amend Medicare to cover complex rehabilitation technology that is designed to meet an individuals medical, physical, functional and capacity for activities for daily living. Lifespan Respite Care Act (H.R. 3248) increases the availability and coordination of respite care services for family caregivers of individuals with disabilities, regardless of age. Disability Integration Act of 2015 (S.2427) amends state and local governments plans to house people with disabilities in defined living spaces. Special Needs Trust Fairness Act of 2015 (H.R. 670) (S.349) Disability Community Support for Protecting Patient Access to Durable Medical Equipment of 2016 (H.R. 5210)
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE
2016 · third_quarter · Health Issues
Transition to Independence Act (S.1604) creates a five year transition to independence medicaid buy in demonstration program. Complex Rehabilitation Technology Acts (S. 1013) (H.R. 1516) amend Medicare to cover complex rehabilitation technology that is designed to meet an individuals medical, physical, functional and capacity for activities for daily living. Lifespan Respite Care Act (H.R. 3248) increases the availability and coordination of respite care services for family caregivers of individuals with disabilities, regardless of age. Disability Integration Act of 2015 (S.2427) amends state and local governments plans to house people with disabilities in defined living spaces. Special Needs Trust Fairness Act of 2015 (H.R. 670) (S.349) Disability Community Support for Protecting Patient Access to Durable Medical Equipment of 2016 (H.R. 5210)
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE
2016 · third_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trusts including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015; H.R.1771, which would alter how income from annuities is counted towards Medicaid eligibility, H.R.1361, which would eliminate the state option to increase the home equity threshold for purposes of Medicaid eligibility, and S. 2427, the Disability Integration Act of 2015, and other policies related to Medicaid coverage.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · third_quarter · Medicare/Medicaid
Passage of HR. 670/S. 349, Special Needs Trust Fairness Act. Issues related to S.2836 - Protecting Families with Disabilities Act of 2016 Re-authorization of Medicaid Money Follows the Person Demonstration Project
Client expense: $64,000 · Firm income: Not reported
Government targets: Administration on Aging, HOUSE OF REPRESENTATIVES, SENATE
2016 · second_quarter · Health Issues
Transition to Independence Act (S.1604) creates a five year transition to independence medicaid buy in demonstration program. Complex Rehabilitation Technology Acts (S. 1013) (H.R. 1516) amend Medicare to cover complex rehabilitation technology that is designed to meet an individuals medical, physical, functional and capacity for activities for daily living. Lifespan Respite Care Act (H.R. 3248) increases the availability and coordination of respite care services for family caregivers of individuals with disabilities, regardless of age. Disability Integration Act of 2015 (S.2427) amends state and local governments plans to house people with disabilities in defined living spaces. Special Needs Trust Fairness Act of 2015 (H.R. 670) (S.349) Disability Community Support for Protecting Patient Access to Durable Medical Equipment of 2016 (H.R. 5210)
Client expense: Not reported · Firm income: Not reported
Government targets: Education, Dept of, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
2016 · second_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trusts including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015; H.R.1771, which would alter how income from annuities is counted towards Medicaid eligibility, H.R.1361, which would eliminate the state option to increase the home equity threshold for purposes of Medicaid eligibility, and S. 2427, the Disability Integration Act of 2015, and other policies related to Medicaid coverage.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · second_quarter · Medicare/Medicaid
Passage of HR. 670/S. 349, Special Needs Trust Fairness Act. Guidance on Pooled Trusts for ages 65+, 1396p(d)(4)(c) Working to end the institutional bias in Medicaid Issues related to S.2836 - Protecting Families with Disabilities Act of 2016
Client expense: $64,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE
2016 · first_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trusts including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015, H.R.1771, which would alter how income from annuities is counted towards Medicaid eligibility, H.R.1361, which would eliminate the state option to increase the home equity threshold for purposes of Medicaid eligibility, and S. 2427, the Disability Integration Act of 2015, and other policies related to Medicaid coverage.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · first_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trusts including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015, H.R.1771, which would alter how income from annuities is counted towards Medicaid eligibility, H.R.1361, which would eliminate the state option to increase the home equity threshold for purposes of Medicaid eligibility, and S. 2427, the Disability Integration Act of 2015, and other policies related to Medicaid coverage.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · first_quarter · Medicare/Medicaid
Passage of HR. 670/S. 349, Special Needs Trust Fairness Act. Guidance on Pooled Trusts for ages 65+, 1396p(d)(4)(c) Medicaid Long-Term Services & Supports S. 2427, the Disability Integration Act S.843,Improving Access to Medicare Coverage Act of 2015
Client expense: $63,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
2015 · fourth_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trusts including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015, H.R.1771, which would alter how income from annuities is counted towards Medicaid eligibility, and H.R.1361, which would eliminate the state option to increase the home equity threshold for purposes of Medicaid eligibility.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · fourth_quarter · Medicare/Medicaid
Passage of HR. 670/S. 349, Special Needs Trust Fairness Act. Guidance on Pooled Trusts for ages 65+ Potential impact of H.R. 1771, to amend title XIX (Medicaid) of the Social Security Act with respect to the payment of income from a qualifying annuity in determining the Medicaid eligibility of an institutionalized spouse. Potential impact of H.R. 1361, the Medicaid Home Improvement Act
Client expense: $60,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE
2015 · third_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trusts including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015, and H.R.1771, which would alter how income from annuities is counted towards Medicaid eligibility.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · third_quarter · Medicare/Medicaid
Passage of HR. 670/S. 349, Special Needs Trust Fairness Act. Guidance on Pooled Trusts for ages 65+ Potential impact of H.R. 1771, to amend title XIX (Medicaid) of the Social Security Act with respect to the payment of income from a qualifying annuity in determining the Medicaid eligibility of an institutionalized spouse.
Client expense: $60,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE
2015 · second_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trust including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · second_quarter · Medicare/Medicaid
Passage of HR. 670/S. 349, Special Needs Trust Fairness Act. Guidance on Pooled Trusts for ages 65+ H.R. 1571/S.843, Improving Access to Medicare Coverage Act of 2015 H.R.1470, SGR Repeal and Medicare Provider Payment Modernization Act of 2015, Medicare Therapy Cap Extension
Client expense: $40,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE
2015 · first_quarter · Medicare/Medicaid
Legislation allowing individuals to establish their own special needs trust including H.R. 670 and S. 349, the Special Needs Trust Fairness Act of 2015.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · first_quarter · Medicare/Medicaid
Passage of HR. 670/S. 349, Special Needs Trust Fairness Act. Guidance on Pooled Trusts for ages 65+
Client expense: $67,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE
Introduced in Senate
| Referred to |
| February 3, 2015 |
| February 3, 2015 |