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Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
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Your first step should be to contact an elder care attorney to review the trust papers with you and discuss your Mom's finances and the possibility of filing for Medicaid if she doesn't have enough savings or long term care insurance to pay for her care.
Each trust is different and state laws vary as well. Research elder care attorney's in your area. I went through a similar process and couldn't have done it without the lawyer's help and guidance. Well, well, worth the fee. Good luck!
Assumption she is divorced or widowed, house is 100% hers thru the RT and paid in full?? Is any other fam member living in said home? What is her mefical condition? Do you live near or same state? Even in a good Nursing Home or Skilled Nursing Facilitu, you will want to oversee her care or appoint someone 2 dp it! Is there any additional money (checking, savings, investments)? If there's nought but the house (no cash to spesk of), you'll want to check out Medicaid (Federal but administered thru your state generally @ county level. Guidelines are that they look back 5 years (bank statements - they will ask you for them but they may also pull them electronically and compare what you give them with what they received, questioning any discrepancy, so be accurate). If you have money in joint tenancy with hers, that's counted as hers (l "think" if you can prove the money is yours, say it's where you deposit your earnings (and you never commingled your money with herd, and you had her name on the account for convenience, they may waive counting that. But if you put your name on her account for convenience and it's still there as a joint acct, it counts as hers. If she goes on medicaid, no othet fam lives in house and she isn't expected to recover & return home, you may b required 2 sell the home & use that money for room & board at a NH or SNF until you've spent down her funds, then she would go back on medicaid. If l were you, l'd talk to the (hopefully elder care) lawyer who drew up the trust.
selfishsib is on the right track - you need to see an experienced attorney. Who did the REVOCABLE trust paperwork? I'd go there first or if not them, then a elder law attorney. You do want to go into the meeting with all the data you can....like the trust paperwork, a copy of the filings on the property from the assessor's office (most counties have it so that you can just go on-line a pay a small fee to download this); the most recent tax assessor statement (this is usually sent in Oct/Nov for a January payment); mom's ID and if she can't be there, then you need your DPOA papers. Also plan on updating mom's will - you will need to do this for the change in paperwork.
Per chance, was this done as a life estate? and done via a quit claim?
Each state views trusts differently. Like TX accepts an Enhanced Benefit Trust (aka Lady Bird Deed) as an allowable exemption but other states don't. I think all states allow for a Miller Trust (aka Guaranteed Income Trust) to be done for Medicaid. But in general a revocable trust - since it can be changed - is viewed as an non-exempt asset for Medicaid while a irrevocable trust is good for Medicaid. The devil is in the state driven details. Good luck and keep a sense of humor.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
Each trust is different and state laws vary as well. Research elder care attorney's in your area. I went through a similar process and couldn't have done it without the lawyer's help and guidance. Well, well, worth the fee. Good luck!
Per chance, was this done as a life estate? and done via a quit claim?
Each state views trusts differently. Like TX accepts an Enhanced Benefit Trust (aka Lady Bird Deed) as an allowable exemption but other states don't. I think all states allow for a Miller Trust (aka Guaranteed Income Trust) to be done for Medicaid. But in general a revocable trust - since it can be changed - is viewed as an non-exempt asset for Medicaid while a irrevocable trust is good for Medicaid. The devil is in the state driven details. Good luck and keep a sense of humor.