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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.*
*If I am consenting on behalf of someone else, I have the proper authorization to do so. By clicking Get My Results, you agree to our Privacy Policy. You also consent to receive calls and texts, which may be autodialed, from us and our customer communities. Your consent is not a condition to using our service. Please visit our Terms of Use. for information about our privacy practices.
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:
You are referring to a "Pooled Supplemental Needs Trust" and it is indeed a Medicaid planning tool designed to assist those with assets over the resource limit with Medicaid eligibility.
I love this tool because it assists Medicaid beneficiaries with their true needs while making good public policy via the "payback" provision inherent in these arrangements.
If your father is in a nursing home, has assets, and is currently paying privately, he can indeed use this trust to immediately qualify for Medicaid while protecting his assets for his own use while receiving benefits.
It works like this: The trust is established and maintained by a 501(c)(3) non-profit organization. Therefore, you do not need to hire an attorney to draft a new trust; your father will simply be completing a "joinder agreement" to the existing trust.
All assets above the Medicaid resource limit (typically $2,000 in most states) are transferred to the trust. Your father becomes eligible for Medicaid in the month of the transfer.
The assets transferred are available for virtually anything regarding his health, maintenance, and welfare while in the nursing home. The trustee administering the trust will give you the specifics, but typically the list of eligible expenditures is quite long and includes necessities like eyeglasses, dental work, hearing aides, and clothing and can extend to things like legal fees, entertainment items, upgrade to a private room, newspapers, etc. etc.
The caveat is that this is a Medicaid "payback" trust in that at the grantor's (your father's) demise any funds remaining in the trust must first be used to payback Medicaid to the extent benefits were expended for him. Any residual thereafter may go to heirs.
Do a search for "pooled supplemental needs trust Massachusetts" and those that are available will come up. I strongly urge you to consider using this tool.
Under Medicaid rules, his assets can only be used for his care, they cannot be transferred or gifted away. If he is already on Medicaid or will be within five years, it is waaaay too late for putting anything in a trust. Planning for long-term care is something you do when you are 50 years old or younger.
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.
I love this tool because it assists Medicaid beneficiaries with their true needs while making good public policy via the "payback" provision inherent in these arrangements.
If your father is in a nursing home, has assets, and is currently paying privately, he can indeed use this trust to immediately qualify for Medicaid while protecting his assets for his own use while receiving benefits.
It works like this:
The trust is established and maintained by a 501(c)(3) non-profit organization. Therefore, you do not need to hire an attorney to draft a new trust; your father will simply be completing a "joinder agreement" to the existing trust.
All assets above the Medicaid resource limit (typically $2,000 in most states) are transferred to the trust. Your father becomes eligible for Medicaid in the month of the transfer.
The assets transferred are available for virtually anything regarding his health, maintenance, and welfare while in the nursing home. The trustee administering the trust will give you the specifics, but typically the list of eligible expenditures is quite long and includes necessities like eyeglasses, dental work, hearing aides, and clothing and can extend to things like legal fees, entertainment items, upgrade to a private room, newspapers, etc. etc.
The caveat is that this is a Medicaid "payback" trust in that at the grantor's (your father's) demise any funds remaining in the trust must first be used to payback Medicaid to the extent benefits were expended for him. Any residual thereafter may go to heirs.
Do a search for "pooled supplemental needs trust Massachusetts" and those that are available will come up. I strongly urge you to consider using this tool.
Planning for long-term care is something you do when you are 50 years old or younger.