June 21, 2010

Should I Move to a Retirement Community or Stay in My Home?

Posted by CRM,LLP under crm Long Term Care, crm San Francisco Bay Area CA
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he Commonwealth Club of San Francisco and Linda Fodrini-Johnson, MA, MFT, CMC of Eldercare Services will be presenting The Great Debate: Should I Move to a Retirement Community or Stay in My Home? on Wednesday June 23, 2010 at 5:15PM in the Gold Room, SF Commonwealth Club Office, 595 Market Street, San Francisco.

Making plans for retirement as the economy has challenged savings and home values is a concern for many. Fodrini-Johnson will discuss the pros and cons of either choice in the dilemma over whether to make the big move. She will explain the options and costs and provide tips on how to make this decision based on individual values.

Tickets are $12 members, $20 non-members, $7 students (with valid ID). For more information please call the Commonwealth Club at (415) 869-5930 or Eldercare Services at (415) 469-8338.

 

June 15, 2010

Resources: California Department of Developmental Services

Posted by CRM,LLP under crm California, crm Developmental Disablities, crm San Francisco Bay Area CA
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“The California Department of Developmental Services is the agency through which the State of California provides services and supports to individuals with developmental disabilities.

These disabilities include mental retardation, cerebral palsy, epilepsy, autism and related conditions. Services are provided through state-operated developmental centers and community facilities, and contracts with 21 nonprofit regional centers. The regional centers serve as a local resource to help find and access the services and supports available to individuals with developmental disabilities and their families.

The Consumer Corner has:

  • Information about the Consumer Advisory Committee (CAC)
  • Materials developed by DDS and CAC committee for consumers, families and professionals
  • Advocacy resources to help consumers ensure their rights are protected
  • Links to other resources available to individuals with developmental disabilities”

Phone: (916) 654-1888
Link: California Department of Developmental Services
Updated: 21 Apr 2010

 

June 8, 2010

Financial Abuse Documentary

Posted by CRM,LLP under crm Conservatorship, crm Long Term Care, crm Risk Factors
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he Elder Financial Protection Network in partnership with Bank of the West and NBC Bay Area has produced a 30-minute documentary entitled Wise Money: Be Wise, Be Aware, Prevent Elder Financial Abuse.

Be Wise, Be Aware, Prevent Elder Financial Abuse

Be Wise, Be Aware, Prevent Elder Financial Abuse

The documentary is a cautionary tale of the ways in which elders can become the victims of the crime of financial abuse. Among the topics covered are: who is perpetrating the crime, how they target victims and who those victims are; sweepstakes scams and exploitive care givers; consumer fraud from shady auto repair shops to contractors; and what you can do to protect yourself.

The program will air on Father’s Day, June 13 at 3:00 PM. It also can be viewed at anytime on YouTube.com by clicking here (presented in three ten minute segments).

 

June 8, 2010

Dept of Developmental Services’ Consumer Corner

Posted by CRM,LLP under crm California, crm Resources, crm San Francisco Bay Area CA
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They describe their site thusly: “Here you can find:

  1. Information about the Consumer Advisory Committee (CAC)
  2. Materials developed by DDS and CAC committee for consumers, families and professionals
  3. Advocacy resources to help consumers ensure their rights are protected
  4. Links to other resources available to individuals with developmental disabilities”

Link: Consumer Corner
Phone: (916) 654-1888
Updated: 14 May 2010

 

June 1, 2010

Resources: Rodney Walker, Transitions Partners

Posted by Srinoi G. Rousseau under crm Long Term Care, crm Resources, crm San Francisco Bay Area CA
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Transitions Partners describes their business thusly: “Transition Partners knows how life transitions can be particularly challenging for seniors, their families, and their caregivers. A new transition can mean moving to rejoin family, or moving to a smaller home, a retirement community, or an assisted living community. It can also mean staying in your current home (aging in place).

Transition Partners is uniquely suited to assist you with the complexities of these transitions and the emotional concerns that accompany them. We plan and organize resources to meet your needs, whether you’re relocating or choosing to remain in your current home. We take care of all of the details or some of them, it’s up to you. We have the experience and the resources to make this event a positive one! Find out who we are and how we do it.”

Rodney and his team were very helpful and compassionate. They helped moved furniture and belongings of one of my family members to her room at an Assisted Living facility. They did a beautiful job of setting things up as close as possible to how it looked at her home. They were very understanding of the situation, professional and supportive.

Phone: (510) 461-4792
Link: Rodney Walker, Transitions Partners
Updated: 21 Apr 2010

 

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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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:

(more…)

 

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)

    click here to continue reading…

 

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.

click here to continue reading…

 

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.
 

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