Legal Opinion

Ferrugia v. New York State Department of Health

New York Supreme Court

Decided September 3, 2002PublishedCited by 2 opinions

1Opinion of the Court

OPINION OF THE COURT

Joseph Gerace, J.

This is a petition pursuant to article 78 of the CPLR. Petitioner seeks to reverse the determination of the respondents, reached after a fair hearing before the State Department of Health, denying petitioner’s application for medical assistance (MA). At issue is whether or not petitioner’s failure to *710exercise an option to name herself as beneficiary of a living trust can be considered a transfer of assets for the purpose of qualifying for MA.

In 1986, petitioner established an irrevocable trust to protect her assets. The trust provided that the trustees…

2Cases cited5 opinions

  1. Howard v. WymanNew York Court of Appeals · 1971
  2. Andrews v. Trustco BankAppellate Division of the Supreme Court of the State of New York · 2001
  3. In re Bank of New YorkAppellate Division of the Supreme Court of the State of New York · 1982
  4. In re the Bank of New YorkNew York Court of Appeals · 1983
  5. Spetz v. New York State Department of HealthNew York Supreme Court · 2002

3Cited by2 opinions

  1. Ferrugia v. New York State Department of HealthAppellate Division of the Supreme Court of the State of New York · 2004
  2. Ferrugia v. New York State Department of HealthAppellate Division of the Supreme Court of the State of New York · 2004

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