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Bill

SSB 1002

A bill for an act relating to medical income assistance trust fees.

2025-2026 Regular Session

Raises the monthly cap for medical income assistance trusts from $10 to $50 for expenses covered without court approval, easing routine costs for beneficiaries and trustees.

Committee report approving bill, renumbered as SF 284.
#fees #income #medicalassistance #probatecode #trustsandtrustees
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Bill Summary · SSB 1002

Summary: SSB 1002 (renumbered SF 284) — Medical Income Assistance Trust Fees

Overview

  • Bill: SSB 1002, Renumbered as SF 284
  • Title: A bill for an act relating to medical income assistance trust fees
  • Subject: Fees, Income, medical assistance, probate code, trusts and trustees
  • Introduced: January 14, 2025
  • Status: Committee report approving bill; renumbered as SF 284
  • Assigned to: Judiciary (initial referral)

Purpose and Intent

The bill amends the medical income assistance trust provisions to adjust the monthly amount that may be paid or set aside for necessary trust expenses without court approval. Specifically, it increases the cap from $10 per month to $50 per month, improving the range of routine administrative or beneficiary-related expenses that can be covered without court involvement.

Key Provisions

  • Amends Section 633C.3, subsection 1, paragraph a:
    • Allows a reasonable monthly amount for necessary trust expenses to be paid or set aside without court approval, increasing the cap from $10 to $50.
  • Amends Section 633C.3, subsection 2, paragraph a:
    • Mirrors the same increase, from $10 to $50 per month for necessary trust expenses without court approval.
  • The changes apply to medical income assistance trust provisions as codified in the referenced sections of the Code.

Note: The text provided does not include an effective date; the summary reflects the amendments as stated in the introduced version and explanation.

Affected Parties and Impacts

  • Beneficiaries of medical income assistance trusts: Potentially greater flexibility to cover routine trust expenses without court oversight.
  • Trustees/administrators of medical income assistance trusts: Expanded discretion for monthly expenditures up to $50 without requiring court approval.
  • Probate/estate administration: Minor procedural adjustment by increasing the automatic interim allowance for trust costs.

Procedural History and Timeline

  • 2025-01-14: Introduced; referred to Judiciary.
  • 2025-01-28: Subcommittee meeting scheduled for 01/29/2025 (Room 315).
  • 2025-01-29: Subcommittee recommends passage.
  • 2025-02-11: Committee report approving bill; renumbered as SF 284.

Practical Takeaway

If enacted, the bill would modestly broaden the range of monthly expenses that can be paid from a medical income assistance trust without court approval, increasing the cap from $10 to $50. This change aims to streamline routine administrative or beneficiary-related costs while preserving court oversight for larger or more discretionary expenditures. The bill is moving through the standard legislative process and has been renumbered as SF 284.

Compiled from official sources — confirm details with the bill’s official record.

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