THE REVERE ADVOCATE – FRIDAY, JULY 16, 2021 Page 17 SOUNDS OF REVERE J udging from the buzz going around the local political scene of State Sen. Joe Boncore’s early departure for a job at the non-profi t MassBio, candidates are lining up for his seat at the state house. But one candidate seems to be standing out as reported on the political online website MassterList on July 14, 2021. If it opens up, he's running for it If the First Suff olk and Middlesex Senate seat opens up, Revere School Committee member Anthony D'Ambrosio says he's running for it. "If the seat is open, we will fully run for it and we will run hard," he told MassterList in an interview. "The group of people I'm around and myself, we pride ourselves on being the hardest working people in the room. There are always hard-working people but the one thing we can control in this race is that we're going to outwork the other candidates." Of course, this all hinges on whether or not Sen. Joseph Boncore steps down to take the top job at the Massachusetts Biotechnology Council. Boncore fi led documents Monday with the State Ethics Commission disclosing that he is in conversations with a search committee "concerning a position at the council" after it was reported last week that he had been telling associates he expected SIIS | FROM Page 16 urgent,” said Sarna, University Professor and the Joseph H. and Belle R. Braun Professor of American Jewish History. “Too many people only view Israel from afar, through the media. To help students properly contextualize and understand contemporary developments requires well-informed experts who know Israel at fi rsthand. So as soon as the opportunity arose to bring our program back to Israel, we seized it.” The 2021 cohort includes participants from the Czech Republic and Switzerland, as well as Hawaii, Maryland, West Virginia, Colto get the CEO job. So who is D'Ambrosio? Well, he's a 25-year-old son of immigrants, his father having come to the United States in the 1970s from southern Italy. He's a graduate of Yale University, earned a master's at the University of Cambridge in England, interned for U.S. Sen. Markey, and has served on the Revere School Committee member for the past two years. "[Markey is] just an incredible public servant who has given so much to the state in every single way possible," D'Ambrosio said. "And learning the ropes, particularly with regard to the issue of constituent service, which is so often overlooked in public service, it was just incredibly instrumental for my development in a pretty critical time in your life. So I was able to sort of watch a master at work during those experiences." And where does he put himself on the political spectrum? "I would place myself as a working-class supporting Democrat," he said. "My political orado and Texas, among others. The Summer Institute has a truly global impact. To date, the program has prepared 336 professors at 235 institutions across North America and around the world to teach Israel Studies in their respective disciplines. Summer Institute alumni have taught 1,400 courses about Israel to more than 33,549 students worldwide, in countries including Azerbaijan, Brazil, China, Cyprus, France, Germany, Hungary, India, Indonesia, Romania, Poland, Turkey, the Ukraine and Zimbabwe, among others. Public health and safety are paramount. The Schusterman views don't align cleanly with many, if any, establishment fi gures in the country right now. And there is an opportunity to bridge both a generational and ideological gap that is growing ever wider as we proceed forward here. So we are going full-on supporting the working-class Democrats in this race." D'Ambrosio fi led paperwork with the state's campaign finance office to begin raising money to seek the office on Monday. And while D'Ambrosio hasn't offi cially announced his candidacy, he says he wants to focus on getting people back to work and educating children. "I'm an education guy. The school committee has really been my life in Revere, sort of a backbone of my own experience in the city and one of the highlights of my life and honors of my life to serve on it," he said. 'I'm going to extend that work and eff ort to fi ght to educate the children of the 21st Century, for the economy of the 21st Century, which is the backbone of this Boston economy." Center has ensured that all participants are fully vaccinated, and is following all national, state, local and University guidelines in both countries, such as periodic testing, social distancing and maskwearing as advised. The Schusterman Center for Israel Studies at Brandeis University, founded in 2007, is dedicated to advancing knowledge and understanding of Israeli history, politics, culture and society. It is committed to creating and disseminating knowledge about the modern State of Israel to a global audience. Find recordings of past events on the Center’s YouTube channel. ~ Home of the Week ~ SAUGUS...Move right into this young 2013 built Center Entrance If that isn’t enough, there is a 25’ family room in the lower level. View the interior of this home right on your smartphone. MASSHEALTH SUPERIOR COURT CASE A recent Massachusetts Superior Court Judge held against MassHealth with respect to the countability of assets housed in an irrevocable Trust. It is well settled law that for purposes of determining eligibility for MassHealth benefi ts, countable assets include any portion of the Trust principal that could under any circumstances be paid to or for the benefi t of the applicant. Such circumstances need not have occurred, or even be imminent, in order for the principal to be treated as countable assets; it is enough that the amount could be made available to the applicant under any circumstances. This was set forth in the Heyn case, a Massachusetts Appeals Court case decided in 2016. In this Superior Court case, the applicant had retained a limited or special power of appointment in the Trust that she created that she could have exercised during her lifetime “to appoint the remaining principal and any undistributed income of the Trust among the members of the class consisting of her issue of all generations or charitable organizations other than governmental entities, but no such power or payment shall be used to discharge a legal obligation of the applicant”. In a simple sense, appoint is another word for distribute and an example of issue would be children or grandchildren. MassHealth argued that if the applicant appointed Trust principal to family members, those family members could then in turn return the Trust principal to the applicant to be used for her benefi t. The Superior Court once again cited the Heyn case which stated that “Medicaid does not consider assets held by other family members who might, by reason of love but without legal obligation, voluntarily contribute monies toward the grantor’s support”. The grantor of the Trust is also referred to as the Settlor or Donor, and in this case, was the applicant for MassHealth benefi ts as well. The court also stated that “the limited power of appointment is exercisable only in favor of permissible appointees, and any attempt to exercise a limited power of appointment in favor of an impermissible appointee (i.e. to use principal for the personal benefi t of the grantor), is therefore invalid. An appointment to a permissible appointee is ineff ective to the extent that it was: 1. Conditioned on the appointee conferring a benefi t on the impermissible appointee 2. Subject to a charge in favor of an impermissible appointee 3. Upon a trust for the benefi t of an impermissible appointee 4. In consideration of a benefi t conferred upon or promised to an impermissible appointee 5. Primarily for the benefi t of the appointee’s creditor, if that creditor is an impermissible appointee, or 6. Motivated in any other way to be for the benefi t of an impermissible appointee. The above six items are set forth in the Restatement (Third) of Property and the Superior Court judge held that MassHealth cannot argue that Trust principal could ever be distributed to a permissible appointee in order to benefi t the applicant and held that none of the Trust principal was countable. The applicant then qualifi ed for MassHealth benefi ts. In the case at hand, no principal could under any circumstances be appointed to the applicant. The applicant clearly was not a permissible appointee. If she was, her retained right would have been deemed a general power of appointment thereby providing her a right to receive Trust principal. Joseph D. Cataldo is an Estate Planning/Elder Law Attorney, Certifi ed Public Accountant, Certifi ed Financial Planner, AICPA Personal Financial Specialist and holds a Master’s Degree in Taxation.
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