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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.
Share a few details and we will match you to trusted home care in your area:
The first thing we need to know is whether your parent is competent to establish a trust, and sign a deed transferring the real estate into ownership of the Trustee.
It sounds like your primary motive is protecting your parent from exploitation. A trust would be an ideal instrument to shield from predators. But if your parent's competence has already slipped away, setting up a trust becomes problematic. It might be possible to take some protective steps, using a Power of Attorney, if your parent had the foresight to establish your authority in a POA document.
Your next step should be to talk with an elder law and estate planning attorney in your state, who can explain the real estate, trust, and Medicaid planning issues that affect your parent.
K. Gabriel Heiser, an Attorney, author and Medicaid asset protection expert has written a book, and many articles on Medicaid planning and trusts. Here is one of his articles on "4 Key Things to Know about Trusts and Medicaid Planning":
I don't know how other states work, but my family and my self-used a good estate planning lawyer. We set up an irrevocable trust, we did living wills. I came from a rather large family. When my mother died her trust was easy to implement, with the exception of her home which she had willed to all the children. We had to wait 6 months for probate, my brother had sold his home and by law had to rent the house until his new home was completed. In this case, our family lawyer was a very valuable asset. The only person in my family that gave us any trouble was my brother. I put a stop to his bickering. Otherwise, a good estate planning lawyer is the best way to go.
First of all, if she is with you, how are these "friends" going to have access to her? A trust for real estate is good when there are multiple siblings involved. Do you have MPOA? DPOA? Dementia is not "caused" by age. She has to be competent to sign legal documents to sign over a house.
I encourage you to talk with an elder care lawyer in their state of residence. Each state has its own peculiarities with Medicaid if that should become an issue in the future (I never expected my dad to have to apply for Mcaid, but we're in the middle of this process). The lawyer will also be able to help you with any potential problems with inheritances or other legal issues that could occur now or later. Most EC lawyers offer a free consult.
Well, first of all they have to own the house free and clear, no liens. Next you want an attorney to establish an irrevocable Life Trust naming them as life tenants. The con: this will disqualify them for Medicaid for five years. After the five year mark, if they need Medicaid, they will be OK.
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.
It sounds like your primary motive is protecting your parent from exploitation. A trust would be an ideal instrument to shield from predators. But if your parent's competence has already slipped away, setting up a trust becomes problematic. It might be possible to take some protective steps, using a Power of Attorney, if your parent had the foresight to establish your authority in a POA document.
Your next step should be to talk with an elder law and estate planning attorney in your state, who can explain the real estate, trust, and Medicaid planning issues that affect your parent.
K. Gabriel Heiser, an Attorney, author and Medicaid asset protection expert has written a book, and many articles on Medicaid planning and trusts. Here is one of his articles on "4 Key Things to Know about Trusts and Medicaid Planning":
https://www.agingcare.com/articles/trusts-and-medicaid-planning-175509.htm