May 25, 2010

Resources: Exceptional Senior Placement

Posted by Srinoi G. Rousseau under crm Long Term Care, crm Resources, crm San Francisco Bay Area CA
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Exceptional Senior Placement describes their business thusly: “Compassion, respect and dignity are the foundation of my senior placement business. Being raised in a culture where seniors are revered for their wisdom and experience, I felt a great passion for starting a consulting service where I could be instrumental in helping families find the right placement for their loved ones.”

I have had very good experience with Mona Laichandani at Exceptional Senior Placement. She helps clients find appropriate facilities for the family member who needs care and she is quite knowledgeable about the facilities in the area including those who accept Medi-Cal. She accompanies clients to visit the facility and can help negotiate the contract at the facility. In addition, my partner Kathy reports a favorable experience with Courtney Blair, who worked with a client to find a facility that accepted Supplemental Security Income (SSI).

Phone: (510) 910-0344
Link: Exceptional Senior Placement
Updated: 21 Apr 2010

 

May 18, 2010

Conservatorship Record Keeping

Posted by Carrie Moulton under crm Conservatorship
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O

ur experience has shown that not keeping accurate and complete records as Conservator significantly increases costs and can lead to problems for Conservators when it comes time to file the accountings required by the Court. Therefore at the outset we help our clients understand and observe the following record keeping principles and practices:

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May 14, 2010

FAQ: What should I bring to an appointment regarding a trust?

Posted by CRM,LLP under crm FAQ, crm Trusts
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Please bring copies of the following signed original documents that you may have (we may need to retain these for reference while we work on your case and we would prefer that you safeguard the originals):

  1. Existing trusts
  2. Deeds to real property
  3. Most recent property tax bill for each property (to verify trust inclusion, its not uncommon that trusts are established, but then the property is never actually transferred into the trust)

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May 14, 2010

FAQ: How much does a Conservatorship cost?

Posted by CRM,LLP under crm Conservatorship, crm FAQ
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Because a Conservatorship involves taking over the ability to make decisions for the Conservatee, everyone involved takes the task very seriously and there are many safeguards, which have the side effect of making the process expensive. We often use as an analogy, what does a car cost?…

We charge by the hour for our work. Our first goal is to find a way to avoid the expense and effort of a Conservatorship altogether by finding an alternative. If that’s not possible, we try to control the hourly fees by assigning as much work as possible to non attorneys, whose time is billed at a lower rate.

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May 13, 2010

FAQ: What should I bring to Medi-Cal planning or long term care planning or asset protection appointment?

Posted by CRM,LLP under crm FAQ, crm Long Term Care
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Please bring copies of the following signed original documents that you may have (we may need to retain these for reference while we work on your case and we would prefer that you safeguard the originals):

  • Any and all estate planning documents, such as a Trust (including lists of assets held inside and outside the trust) or Durable power of attorney for finance.
  • List of assets and their approximate value.
  • List of any and all real property owned and how title is held.
  • Monthly income and sources of income.
  • Current cost of care, or the approximate future cost if looking for a facility for placement.
 

May 11, 2010

Resources: Mental Health Association of Alameda County (MHAAC)

Posted by CRM,LLP under crm Resources, crm San Francisco Bay Area CA
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“The Mental Health Association of Alameda County (MHAAC) works to improve care and treatment for persons who have a serious and/or chronic mental illness, and to improve services for their family caregivers.

In order to carry out that mission, MHAAC engages in two broad kinds of activities:

  • Providing direct assistance to persons with mental illness and to their families.
  • Advocating for improved public policy and to educate the public regarding mental illness”

Phone: (510) 835-5010
Link: Mental Health Association of Alameda County (MHAAC)
Updated: 21 Apr 2010

 

May 4, 2010

Resources: Adult Protective Services (APS)

Posted by CRM,LLP under crm California, crm Conservatorship, crm Elder Abuse, crm Long Term Care, crm Resources, crm San Francisco Bay Area CA, crm USA
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“Adult Protective Services (APS) responds to reports from individuals, concerned citizens, social service and health providers, and law enforcement representatives about adults with developmental disabilities, physically and mentally disabled adults, and the elderly, who may be physically or financially abused, neglected, or exploited.

Anyone aged 18 to 64 who, because of their mental or physical disability, or who is aged 65 or older and is suspected of being abused or neglected, is eligible for APS without regard to income.”

Notify APS immediately if you suspect elder abuse. To obtain more information or to report adult or elder abuse call APS in the San Francisco Bay area of CA at (510) 577-3500 or toll free at (866) 225-5277 (national number), 24 hours a day and all referrals are confidential.

Phone: (510) 577-3500
Link: Adult Protective Services (APS)
Updated: 21 Apr 2010

 

April 27, 2010

Resources: Regional Center of the East Bay (RCEB)

Posted by CRM,LLP under crm Conservatorship, crm Developmental Disablities, crm Limited Conservatorship, crm Resources, crm San Francisco Bay Area CA
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“The Regional Center of the East Bay (RCEB) is a private, non-profit corporation providing services and support to individuals with developmental disabilities under contract with the California Department of Developmental Services.”

Phone: (510) 383-1200
Link: Regional Center of the East Bay (RCEB)
Updated: 21 Apr 2010

 

April 20, 2010

FAQ: Special Needs Trusts

Posted by Katherine A. Montgomery under crm Developmental Disablities, crm FAQ, crm Special Needs Trust
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Special Needs Trusts may be useful for a person who meets all these criteria:

  • Physically or mentally disabled
  • Receiving or might receive needs-based public benefits such as Supplemental Security Income (SSI) or Medi-Cal
  • Expected to receive assets that will disqualify him or her from SSI or Medi-Cal

Following are some commonly asked questions and answers about Special Needs Trusts:

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April 8, 2010

FAQ: Limited Conservatorships for the Developmentally Disabled

Posted by Srinoi G. Rousseau under crm Conservatorship, crm Developmental Disablities, crm FAQ, crm Limited Conservatorship
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Limited Conservatorships for the Developmentally Disabled may be useful for families who have a child who is: near or at legal adulthood; in need of help with decision making; in need of an advocate; or incapable of giving consent.

Following are some commonly asked questions and answers about Limited Conservatorships:

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