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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.
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My mom asked me to sell her manufactured home and gave the proceeds to me. Now my brother has filed for conservatorship and wants the money. Can he get the proceeds, a year later?
Was Mom in 'sound mind' when she requested the home sale & gifting of funds to one offspring? Leaving another offspring out?
Manipulation, sibling rivalry, family estrangement - stressful situations. If property ownership is disputed, legal council should be sought. Property ownership & elder financial matters are giving of possible elder abuse vibes to me...
Ensuring no-one gets ripped off & everything is by the book (legally) would be my aim.
I hope this isn't one of the cases where something was promised to you because you were the caregiver for a long time. Those promises by a parent often aren't able to be honored.
Has he received the conservatorship? To get it he has to prove Mom is incompetent to handle her own money. Is there a court date, if so you can contest the conservatorship. I really don't think becoming conservator a year later gives him the right to ask for the money back. He is not conservator until the judge signs off.
This is the problem. Was Mom competent to give you the money?Did you sell it for Market value? In most States Medicaid has a 5 yr look back. If Mom, within that time needs Medicaid to pay for her care in LTC, gifting u the money from the sale of the house will effect her ability to receive Medicaid. There actually will be a penalty for the gift and if it wasn't sold at Market value.
Who is caring for Mom? Do you have most of the money left? How I handle this would determine who is caring for Mom. If this happened to me, I would take the money and put it in a separate bank acct to be used on Mom. If you have been caring for her, I would write down any out of pocket I have had to put out in her name and provide proof. It would be nice if you had anything in writing saying that Mom gave you the money and why. By giving you a gift over 15k that had to be reported to IRS, I think.
Do not hand anything over to your brother without first consulting with a lawyer. Just because he asks doesn't mean your obliged to turn it over.
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.
Manipulation, sibling rivalry, family estrangement - stressful situations. If property ownership is disputed, legal council should be sought. Property ownership & elder financial matters are giving of possible elder abuse vibes to me...
Ensuring no-one gets ripped off & everything is by the book (legally) would be my aim.
Were the funds invested or put in a savings account, i.e., what was the disposition of them?
This is the problem. Was Mom competent to give you the money?Did you sell it for Market value? In most States Medicaid has a 5 yr look back. If Mom, within that time needs Medicaid to pay for her care in LTC, gifting u the money from the sale of the house will effect her ability to receive Medicaid. There actually will be a penalty for the gift and if it wasn't sold at Market value.
Who is caring for Mom? Do you have most of the money left? How I handle this would determine who is caring for Mom. If this happened to me, I would take the money and put it in a separate bank acct to be used on Mom. If you have been caring for her, I would write down any out of pocket I have had to put out in her name and provide proof. It would be nice if you had anything in writing saying that Mom gave you the money and why. By giving you a gift over 15k that had to be reported to IRS, I think.
Do not hand anything over to your brother without first consulting with a lawyer. Just because he asks doesn't mean your obliged to turn it over.