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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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The inheritance is held in a Special Needs Trust. What kind of records do I need to keep, where can I find services to help with care and stroke recovery, what unexpected events do I need to be aware of?
I'd get all the documents, read them carefully and consult with an attorney familiar with those types of matters. They can answer your questions and provide you information. Good idea to get all the information up front.
Are you the trustee of the Special Needs Trust, as well, or are you simply POA (health, financial or both) who will need to request funds from the trustee?
Your duties and responsibilities as POA are often provided in the POA (depending on the state). More generally, the law in all states requires that you act in the principal's interests and not your own when acting as an agent. You should keep records of all duties performed on behalf of the principal in case the principal or a court asks for an accounting of the agent's activities. That applies to both a financial POA and healthcare POA.
If you are the trustee, too, the same applies - you are responsible to act in both the trust's best interests and the trust's beneficiary's best interest, and to use the funds only as permitted by the terms of the trust (usually, special needs trusts are broad - health care, bills, housing, entertainment, etc.).
You may want to meet with an attorney (elder care law specialist, preferably) if you'd like to have better information as to the terms of the POA and trust, and what you are permitted/not permitted to do, and what you should do, especially if at any time Medicaid qualification is needed.
You may want to read your documents - many state laws, depending on the POA, have "Agent Notice" requirements which outline your responsibilities.
If you are stepping in and will be taking actions regularly on your relative's behalf, you may want to provide her bank and other financial entities a copy of your POA and/or Trust Certification. You may want to open (if it wasn't done already) a banking account for the trust. If you are only POA, you could also open an account for both you and your relative - I don't happen to have that, I use my POA to ask the bank to cut checks, etc., but I see joint accounts frequently when I review POAs for disbursements, etc. at work.
If you have health care POA, I'd make sure her regular medical providers have a copy, and frankly, I carry a copy of mine around with me at all times, and have scanned copies of all documents on my laptop that I can send whenever requested.
I keep very detailed records of my actions - I just don't want anyone questioning my judgment, so everything is well documented to show that there is no abuse of my position and everything spent is for my MIL's benefit, health and well-being.
As to finding services, you can find services through any number of websites (including this site, I believe) - AARP, A Place for Mom, etc. Internet searches (including Google Maps) will also give you names and locations of services. You can then look at ratings and reviews for these service providers no matter what type (home, skilled nursing, assisted living).
If you've not had a conversation with your relative, it may be a good time to talk to discuss her expectations as to any end-of-life issues - have funeral arrangments already been made and prepaid? Does she have a living will as to her end of life treatment? Can she tell you what she wants for herself so that you can take that information into consideration when making decisions?
I'm sure I'm missing a lot of stuff, but that's the beauty of this forum - someone else will be by with even more information. I tend to be stuck in the legal details because that's my real-life job!
Consult the attorney that setup the trust. There are special rules that will apply. My comment? Document, document, document on everything, health and financial! Attorney fees will be paid by the trust.
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.
Your duties and responsibilities as POA are often provided in the POA (depending on the state). More generally, the law in all states requires that you act in the principal's interests and not your own when acting as an agent. You should keep records of all duties performed on behalf of the principal in case the principal or a court asks for an accounting of the agent's activities. That applies to both a financial POA and healthcare POA.
If you are the trustee, too, the same applies - you are responsible to act in both the trust's best interests and the trust's beneficiary's best interest, and to use the funds only as permitted by the terms of the trust (usually, special needs trusts are broad - health care, bills, housing, entertainment, etc.).
You may want to meet with an attorney (elder care law specialist, preferably) if you'd like to have better information as to the terms of the POA and trust, and what you are permitted/not permitted to do, and what you should do, especially if at any time Medicaid qualification is needed.
You may want to read your documents - many state laws, depending on the POA, have "Agent Notice" requirements which outline your responsibilities.
If you are stepping in and will be taking actions regularly on your relative's behalf, you may want to provide her bank and other financial entities a copy of your POA and/or Trust Certification. You may want to open (if it wasn't done already) a banking account for the trust. If you are only POA, you could also open an account for both you and your relative - I don't happen to have that, I use my POA to ask the bank to cut checks, etc., but I see joint accounts frequently when I review POAs for disbursements, etc. at work.
If you have health care POA, I'd make sure her regular medical providers have a copy, and frankly, I carry a copy of mine around with me at all times, and have scanned copies of all documents on my laptop that I can send whenever requested.
I keep very detailed records of my actions - I just don't want anyone questioning my judgment, so everything is well documented to show that there is no abuse of my position and everything spent is for my MIL's benefit, health and well-being.
As to finding services, you can find services through any number of websites (including this site, I believe) - AARP, A Place for Mom, etc. Internet searches (including Google Maps) will also give you names and locations of services. You can then look at ratings and reviews for these service providers no matter what type (home, skilled nursing, assisted living).
If you've not had a conversation with your relative, it may be a good time to talk to discuss her expectations as to any end-of-life issues - have funeral arrangments already been made and prepaid? Does she have a living will as to her end of life treatment? Can she tell you what she wants for herself so that you can take that information into consideration when making decisions?
I'm sure I'm missing a lot of stuff, but that's the beauty of this forum - someone else will be by with even more information. I tend to be stuck in the legal details because that's my real-life job!