Arizona Senior Law Blog

April 10, 2014 Social Work Monthly Conference Call Notes

Social Work Monthly Conference Call April 10, 2014  Facilitator: Paige Hector, LMSW – Paige Ahead Healthcare Education & Consulting, LLC www.paigeahead.com, email address paigehector@gmail.com, 520-955-3387. Conference calls are regularly scheduled meetings on the second Thursday of each month at 12:30 PM Arizona Time. Call 1-602-419-3370 (no password or code) to join in! Topics Discussed: Social workers and social work staff are often called upon to do tasks that may more appropriately be handled by another staff member or department, e.g. resident shopping and moving rooms to name just a couple. While these tasks are important to the individual resident, it

Gifting Home Comes With ALTCS Concerns

Our latest Arizona Republic article in the weekly Aging and the Law column can be found below. Our column runs every Friday in select Arizona cities. Q: My parents are getting older and, in their old age, they have become increasingly generous.  They recently decided to move into an apartment and my dad expressed an interest in giving the family home to me.  Are there any legal issues I should consider before accepting this gift? While your parents’ generosity is remarkable indeed, there is a variety of issues you should consider before accepting this gift.  First of all, be aware

ALTCS’ Treatment of Burial and Cremation Expenses

In our May issue of Right to the Point, we discussed the rules surrounding ALTCS’ treatment of burial and cremation expenses.  Shortly following this issue’s release, a facility contacted JacksonWhite with some concerns about an insurance salesman who had promoted a burial plan to a family for “ALTCS purposes.”  The salesman apparently suggested that the family invest upwards of $15,000 in a burial plan, with the expectation that any unused portion of the payment would be reimbursed to the family.  The salesman further expressed that, due to a recent change in the law, this type of a strategy is entirely

Our latest Arizona Republic article in the weekly Aging and the Law column can be found below. Our column runs every Friday in select Arizona cities. Q: My husband has not been well in recent months and the doctors predict that he has only a brief time left to live.  I am curious about what will happen to his Social Security payment once he passes.  Will I be entitled to at least a portion of this income? Notify Social Security as shortly after your husband passes away as possible.  Upon his death you will be entitled to a one-time death

ALTCS Married Applicant’s Share of Cost

Our latest Arizona Republic article in the weekly Aging and the Law column can be found below. Our column runs every Friday in select Arizona cities. Q: My mother and father are getting up there in years, but they still live at home.  I believe my father would do better with the assistance of a caregiver, and I understand that ALTCS could help pay for this benefit.  Troublingly, however, I have heard that ALTCS requires its members to forfeit all of their income, which would be untenable for my parents.  Can you explain? Your assessment about the share of cost,

Miller Trust May Help ALTCS Qualification

Our latest Arizona Republic article in the weekly Aging and the Law column can be found below. Our column runs every Friday in select Arizona cities. Q: My mother can rightly be considered impoverished – she has virtually no resources and only has her Social Security and a small pension on which to survive.  Sadly, my mother requires skilled nursing care that costs about $6,000 per month.  When we applied for ALTCS several months ago, however, Mom’s application was denied because she has too much income.  Is there anything we can do to get around this issue? You are correct

Affordable Care Act Providing Accessibility

In case you missed our latest Arizona Republic article in the weekly Aging and the Law column, it can be found below. Our column runs every Friday in select Arizona cities. Q: It was my understanding that the Affordable Care Act, or Obamacare as it is widely called, was supposed to lower insurance costs.  I have not seen a reduction in my premiums over the past couple of years, should I expect to see any improvement in coming years? The truth is that the Affordable Care Act might not reduce premiums for every single American, but that it will make

Testamentary vs Living Trusts in Arizona

In case you missed our latest Arizona Republic article in the weekly Aging and the Law column, it can be found below. Our column runs every Friday in select Arizona cities. Q: My brother-in-law has told me for years that I need a living trust.  I am curious as to what classifies a trust as a “living” trust, and whether there are other types of trusts out there.  I am also curious as to whether I really need a trust. Like the name implies, a living trust is one that you establish while you are still alive.  This type of

Trust provisions help protect assets

In case you missed our latest Arizona Republic article in the weekly Aging and the Law column, it can be found below. Our column runs every Friday in select Arizona cities. Q: I have a very specific plan by which I want to distribute my assets upon my death.  After doing a little bit of research, I am fairly well convinced that the best approach would be to establish a revocable living trust, to which I will name my three children as beneficiaries.  My primary concern here is that one of my sons has a history of credit issues, and

Arizona Social Worker Conference Call

ATTENTION SOCIAL WORKERS & SOCIAL SERVICE STAFF!  YOU ARE INVITED TO PARTICIPATE IN A MONTHLY SOCIAL WORK CONFERENCE CALL 2nd Thursday every month at 12:30 PM Beginning February 13th  The Arizona Long Term Care Social Work Task Force is offering a FREE monthly conference call for all social workers and social service staff. Relevant and challenging issues are discussed in an interactive, roundtable-style forum with other social work peers. The conference call is held the second Thursday of every month and is facilitated by a member of the Social Work Task Force. Participants can ask questions, present cases or just

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