Basic Estate Planning
-Medical and financial powers of attorney, DNRs
-Wills, Trusts, Beneficiary Deeds
-Travel to hospital, nursing home, assisted living and home
visits for those bed-bound
Medicaid Eligibility Planning
-Review of asset and income eligibility -Spend-down planning -Completion of Application and supportive documents
-Maximizing Medicare’s 100 day rehabilitation benefit period -Appealing premature discharges from hospitals and skilled
care nursing homes, and hospice discharges.
-Application for Guardianship and Conservatorship
-Administration of Decendent's Estate
-Nursing Home & Assisted Living:Attending care-planning
conferences, liaison for family with staff, chart review to insure
quality of care
-Admissions Contract review: Many nursing homes and
assisted living admissions contracts are riddled with illegal
provisions. Don't sign on the line until it's legally reviewed!
-Hospital: Attending case conferences, talking with staff.
-Primary Care Physician; Help you to develop tailored
questions to ask the doctor to maximize the short time frame
-Insurance Claims: Appealing insurance claim denials
Geriatric Care Management Services
Level of Care Eval
-Home with supportive care -Institutional care: Assisted living, Nursing Home, Adult Foster Care
-Adaptation recommendations -Safety and security recommendations
Facility & Service Review
-Nursing homes & Assisted Living facilities -Home care agencies -Hospice and Rehabilitation programs
-Utilizing hospice care to add another (no-cost) layer of care to
maximize patient comfort.
-Interfacing with hospice personnel to help insure quality care.
-Pre-paid funeral planning -Minimizing costs