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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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I acknowledge and authorize
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I consent to the collection of my consumer health data.*
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I consent to the sharing of my consumer health data with qualified home care agencies.*
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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.
Share a few details and we will match you to trusted home care in your area:
The type of trust & when done will be mucho importante... if it’s irrevocable then it cannot be changed but maybe will mean new beneficiary (like the state); if it’s revocable MedicAID likely will want it dissolved or defunded. Trusts are sticky and you need to clearly find out exactly what this legal is and then what it exactly means for how her states LTC Medicaid program runs.
Also on this trust, how are costs related to the trusts assets being paid for? Like is the house the only asset of the trust so mom is actually like property taxes from her checking account OR does the trust actually have other assets that “feed” $$$ within the trust. Like investments in trust name that make $ so that trust can exist truly independently.
To defunding a trust is not a DIY, there will be paperwork needed like for taxing authorities. I was a trustee on my cousin’s special needs trust that did a planned defunding & we let the atty basically wrap it up with the forms needed.
On the MMF, is it actually a MM fund (like held as a brokerage account) or is it rather a money market savings account (like at her bank). These kinda get confused, so make sure which it is as defunding these is quite different.
Whatever the situation with her home and her $$$, LTC Medicaid will require her to be impoverished with no more than 2k in nonexempt assets before LTC Medicaid will EVER pay for her care. That money market is not exempt asset. Please please before you blithely think that Medicaid will cover her care, find out exactly how LTC Medicaid runs in her state and then how her home, her $ & the trust Play into eligibility.
also as a lil FYI, please put “fund” when using it as an acronym, it can mean something big time quite different otherwise.
The house may be in a trust but it will impact her Medicaid eligibility if it was placed in the trust during the Medicaid look back period. Same with any other assets in the trust. If she has a MMF, she needs to use that to pay for her care. Medicaid is not for those with money and assets.
1. Is there a spouse? 2. What kind of trust? 3. What State does she live in? Medicaid is a joint state/federal program so the qualifications are very state dependent. 4. Long term care Medicaid or community Medicaid? Again, big difference in the qualification levevls.
It is in her best interests to use some of her MM funds to see a highly qualified eldercare attorney in her state who understands Medicaid.
In most states, the house is not a "countable asset", but that may change because it is in the trust's name and not hers.
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.
Also on this trust, how are costs related to the trusts assets being paid for? Like is the house the only asset of the trust so mom is actually like property taxes from her checking account OR does the trust actually have other assets that “feed” $$$ within the trust. Like investments in trust name that make $ so that trust can exist truly independently.
To defunding a trust is not a DIY, there will be paperwork needed like for taxing authorities. I was a trustee on my cousin’s special needs trust that did a planned defunding & we let the atty basically wrap it up with the forms needed.
On the MMF, is it actually a MM fund (like held as a brokerage account) or is it rather a money market savings account (like at her bank). These kinda get confused, so make sure which it is as defunding these is quite different.
Whatever the situation with her home and her $$$, LTC Medicaid will require her to be impoverished with no more than 2k in nonexempt assets before LTC Medicaid will EVER pay for her care. That money market is not exempt asset. Please please before you blithely think that Medicaid will cover her care, find out exactly how LTC Medicaid runs in her state and then how her home, her $ & the trust Play into eligibility.
also as a lil FYI, please put “fund” when using it as an acronym, it can mean something big time quite different otherwise.
1. Is there a spouse?
2. What kind of trust?
3. What State does she live in? Medicaid is a joint state/federal program so the qualifications are very state dependent.
4. Long term care Medicaid or community Medicaid? Again, big difference in the qualification levevls.
It is in her best interests to use some of her MM funds to see a highly qualified eldercare attorney in her state who understands Medicaid.
In most states, the house is not a "countable asset", but that may change because it is in the trust's name and not hers.