CONTACTS 

SUBJECTS
Kathleen and Bob

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 16 0000, ref SDS 14 0000.
040502 -
040503 - Bob had another difficult night and is suffering very much right now,
040504 - so Patty and Kathleen took him to Mercy San Juan hospital for
040505 - emergency treatment this morning.  The doctor examined Bob and decided
040506 - they need to do the exploratory surgery immediately.  Developed plan
040507 - to file for retroactive medicare disability coverage to pay for
040508 - treatment. ref SDS 0 4866   By close of day, surgeon reported after
040509 - examining Bob in hospital that surgery will be performed tomorrow, but
040510 - things are not promising. ref SDS 0 0405
040511 -
040512 -
040513 -
040514 -
0406 -
0407 -
0408 - Discussion
0409 -
040901 -  ..
040902 - Bob Needs Emergency Treatment for Pancreatic Cancer This Morning
040903 -
040904 - Follow up ref SDS 16 2528.
040905 -
040906 - Patty said her Dad had another difficult night and is suffering very
040907 - much right now, so she and Kathleen are taking him to the hospital for
040908 - emergency treatment this morning.
040909 -
040910 -    (below see letter from Kath on this. ref SDS 0 1872)
040911 -
040912 - They all had a difficult night, not getting much sleep.  Bob looks
040913 - worse and seems incoherent again.  He is suffering and so they can't
040914 - wait for the meeting tomorrow with the surgeon; he needs help right
040915 - now.
040916 -
040917 -    (below he is stabalized at the hospital. ref SDS 0 1764)
040918 -
040919 -    [On 991104 treatment at hospital helped Bob recover. ref SDS 17
040920 -    4099]
040921 -
040922 -    [On 991105 Patty was called to hospital to stay with Bob because he
040923 -    had an emotional night. ref SDS 20 8769]
040924 -
040925 -    [On 991109 Bob had another bad night. ref SDS 24 5328]
040926 -
040927 - Patty has reviewed the letter, ref DIP 8 0001, and the record for
040928 - yesterday. ref SDS 16 0001
040929 -
040930 - As a result of worsened condition, issues planned to be resolved
040931 - tomorrow in a meeting with the surgeon and social worker, will have to
040932 - addressed this morning. ref SDS 16 2200
040933 -
040934 - If asked, Patty will explain at the hospital that they need the forms
040935 - to apply for medicare and/or medical.
040936 -
040937 - She said he is 61 and has not worked for approximately 2 years due to
040938 - infirmaties.
040939 -
040940 - She can call me at the hospital to keep me posted on progress and to
040941 - address problems that come up in handling the insurance issues.
040942 -
040943 -
040944 -
040945 -
040946 - ..
040947 - Consult counsel on following issues...
040948 - 
040949 -      1.  Control of Bob's assets to pay for medical treatment
040950 -
040951 -          Kathleen should call Rick and explain Bob has been taken to
040952 -          emergency surgery, per planning yesterday. ref SDS 16 1176
040953 -
040954 -          Ask him what should be done to enable Kathleen to manage the
040955 -          account?
040956 -
040957 -          See planning below on consulting counsel. ref SDS 0 1120
040958 -
040959 -          Bob seems to have indicated this afternoon during a visit
040960 -          that Kathleen needs to manage family finances, ref SDS 0
040961 -          0819, at a second visit this evening, Bob indicated Kathleen
040962 -          has joint signature on all accounts. ref SDS 0 5110
040963 -
040964 -          Kathleen mentioned papers that have been executed on this.
040965 -          ref SDS 0 2257
040966 -
040967 -           [On 991104 Bob and Kathleen developed estate planning with
040968 -           aid of counsel. ref SDS 18 0004]
040969 -
040970 -          ..
040971 -      2.  Medicare
040972 -
040973 -          Can this be reasonably classified as a K101, or whatever it
040974 -          is called, that does not require depletion to qualify for
040975 -          medicare support?
040976 -
040977 -          See telecon with Legal Center... ref SDS 0 4866
040978 -
040979 -          Kathleen indicated this evening that there is medical history
040980 -          showing Bob's disability. ref SDS 0 4015
040981 -
040982 -             [On 991104 not much progress. ref SDS 19 0001]
040983 -
040984 -             [On 991105 found disability requirements on web,
040985 -             ref SDS 22 6800, talked to SS rep indicating Bob be able
040986 -             to qualify. ref SDS 22 0744]
040987 -
040988 -
040989 -
040990 -
0410 -
0411 -
0412 - 1313 called Russel Austin    916 446 2300
0413 -
041301 - Left message to call back based on referral from Earnie Ruddick at
041302 - L&C.
041303 -
041304 -
041305 -
041306 -
041307 -  ..
0414 -
0415 -
0416 - 1528 Dan called back           916 498 1644
0417 -
041701 - Talked to Dan by mistake, but he said...
041702 -
041703 -   1.  Hospital has to admit Bob and treat him, and worry about the
041704 -       money later.
041705 -
041706 -   [On 991116 called and thanked Dan for his help. ref SDS 26 0001]
041707 -
041708 -       They cannot refuse to treat him, but there will be a fight
041709 -       about money.
041710 -
041711 -   2.  21 days of care, then they will discharge him and ask where to
041712 -       take him.
041713 -
041714 -   3.  Placement officer is a hospital or other resource that the
041715 -       hospital provides that works with the family to decide the best
041716 -       place to take the patient.
041717 -
041718 -
041719 -
041720 -
0418 -
0419 -
0420 - 0852 called and left message
0421 -
042101 -                    Legal Center for Elderly and Disabled
042102 -
042103 -                    916 488 5298
042104 -
042105 -
042106 -
042107 -
042108 -
0422 -
0423 -
0424 - 0853 called Mark Hyjek     916 965 8941
0425 -
042501 - Left message that Polly McGilray gave us Mark's number.
042502 -
042503 - Talked to Sally.
042504 -
042505 - Mark is in the office.  He has a call, and is scheduled to leave the
042506 - office shortly.
042507 -
042508 - Reviewed background per the record yesterday. ref SDS 16 0001
042509 -
042510 - Advised of new events today. ref SDS 0 2528
042511 -
042512 - Sally will talk to Mark and see if he can help in any way, and she
042513 - will call back.
042514 -
042515 -
0426 -
0427 -
0428 - 0923 Sally called back
0429 -
042901 - She said Mark cannot take action until oa 991117.
042902 -
042903 - Gave a referral to Kitty Hughs.
042904 -
042905 -
042906 -
042907 -
042908 -
0430 -
0431 -
0432 - 0855 called Kitty Hughs    916 447 8121
0433 -
043301 - Left message for Jennette to call back with a referral.
043302 -
043303 -
0434 -
0435 -
0436 - 0946 Jennett called back at Kitty's office
0437 -
043701 - She suggested calling...
043702 -
043703 -              Mark Hyjek
043704 -
043705 -              Frada Bruton     916 444 8826
043706 -
043707 -
043708 -
043709 -
043710 -  ..
0438 -
0439 -
0440 - 1023 Patty called
0441 -
044101 - She left a message while I was out saying...
044102 -
044103 -     Bob was admitted for emergency treatment.
044104 -
044105 -     There was no discussion about payment.
044106 -
044107 -     They received documents to fill out and submit that cover payment
044108 -     issues.
044109 -
044110 -
044111 -
044112 -  ..
044113 - Medicare - Filing for Retroactive Coverage
044114 -
0442 -
0443 -
0444 - 1117 called Legal Center for Elderly and Disabled       916 488 5298
0445 -
044501 - Talked to Martha.
044502 -
044503 - She said an Intake para legal will call us in a few weeks to get all
044504 - the information, and then a lawyer will review the case to decide
044505 - about taking the case.
044506 -
044507 - We reviewed the circumstances of Bob's case. ref SDS 0 2528
044508 -
044509 - Martha asked me to hold and she will get someone to discuss the
044510 - matter.
044511 - ..
044512 - Talked to Dick Wexler
044513 -
044514 - We reviewed the record from yesterday, ref SDS 16 0001, and new events
044515 - today. ref SDS 0 4977
044516 -
044517 - Bob is 61 and has not worked for about 2 years.  He has not filed for
044518 - social security early retirement and has no medical insurance.
044519 - ..
044520 - Dick feels we should apply for...
044521 -
044522 -
044523 -              Retroactive determination of medicare disability
044524 -
044525 -
044526 - Medical would require possibly paying down assets before they would
044527 - pay for medical expenses.
044528 -
044529 - Medicare pays everything.
044530 -
044531 - Therefore, we will start by making application for medicare.
044532 -
044533 - Dick said his office can help make application for this coverage.
044534 -
044535 - Kathleen and Patty would give the hospital notice that application has
044536 - been made based on Bob's entitlement for this coverage, and that the
044537 - hospital must perform pursuant to that entitlement, which may require
044538 - a few weeks or months to be processed.  The Swanson family will assume
044539 - responsibility for expenses if entitlement is not awarded, and in that
044540 - case would use entitlement under medical, which cannot be denied to
044541 - citizens of California.
044542 -
044543 - Dick thinks this is a good plan.
044544 -
044545 - As was done in Kathleen's case, in qualifying for early coverage by
044546 - social security, we need to assemble evidence of work history and
044547 - injury or other disability, i.e., what are the facts.
044548 -
044549 - If Bob has seen a physician and received documentation of disability
044550 - that prevented him from working, this would support the claim.
044551 -
044552 - If Bob has not seen a physician, and there is no documentation, then
044553 - we need to develop a statement of facts showing when disability
044554 - reasonably commenced.  We can obtain letters from former employers to
044555 - substantiate that Bob was unable to perform, etc., and/or a statement
044556 - from Kathleen, friends and relatives that explain Bob's disability.
044557 -
044558 - Patty and Kathleen will then meet with Legal Center for the Elderly
044559 - and Disabled, to submit the record, and they will assist in filing
044560 - for coverage under medicare.
044561 -
044562 - Dick will work on this.
044563 -
044564 - He will have Mary Clark, an attorney call later today to develop a
044565 - plan for making this application.
044566 -
044567 -     [On 991104 call from Helen says we need to contact a lawyer for
044568 -     this support. ref SDS 19 4794]
044569 -
044570 -     [On 991105 Madeline, estate planning counsel, takes notice of
044571 -     medicade application planning. ref SDS 21 3698]
044572 -
044573 -     [On 991105 found social security web site explaining rules for
044574 -     disability, ref SDS 22 3953, called and got information on filing
044575 -     procedures. ref SDS 22 0744]
044576 -
044577 -     [On 991106 planning to make filing with SSI. ref SDS 23 4672]
044578 -
044579 -     [On 991109 lawyer cites 42 CFR 406.12(b). ref SDS 25 5610]
044580 -
044581 -
044582 -  ..
044583 - Exploratory Surgery will be Performed Today
044584 -
0446 -
0447 -
0448 - 1145 called Patty and Kath
0449 -
044901 - Bob was taken to Mercy San Juan hospital.
044902 -
044903 - Bob was seen by Doctor Brinkman on the emergency staff.
044904 -
044905 - Kathleen gave him the name of the doctor who had planned to perform
044906 - exploratory surgery, following the meeting tomorrow, per the record
044907 - yesterday. ref SDS 16 2200
044908 -
044909 - Doctor Brinkman said he will call the surgery doctor and recommend
044910 - that exploratory be performed today, because Bob needs immediate
044911 - treatment.
044912 -
044913 - Patty called the hospital about 20 minutes ago to get an update on
044914 - treatment, but was unable to get through to anyone who knows about
044915 - Bob's progress.
044916 -
044917 - They must have a room number and there should at least be a head nurse
044918 - on the floor.
044919 -
044920 - I explained work on qualifying Bob for medicare coverage. ref SDS 0
044921 - 4866
044922 -
044923 - Patty and Kathleen are taking a nap, because of not getting sleep
044924 - last night.  They will get up in a few hours and begin thinking about
044925 - the medicare issues.
044926 -
044927 - I will send this record to Patty, so she and Kathleen can review and
044928 - begin thinking about disability information.
044929 -
044930 -
044931 -
044932 -
044933 -  ..
0450 -
0451 -
0452 - 1411 Polly McGilary called back   916 453 1418
0453 -
045301 - Need to get caught up on power of attorney issues.
045302 -
045303 -    Below, Bob seems to have indicated this evening that Kathleen has
045304 -    joint signature on all accounts. ref SDS 0 5110
045305 -
045306 -    [On 991104 engaged Madeline Davis for assignment. ref SDS 18 4424]
045307 -
045308 - Sounds like Legal Center can help on medicare, but need to be ready
045309 - on handling family finances so Kathleen can operate.
045310 -
045311 - Talked to Polly.  She had a call and said she will call me back.
045312 -
045313 -
045314 -
045315 -
0454 -
0455 -
0456 - 1449 Polly's office called back
0457 -
045701 - Left message that Polly is in meetings and could not call back, but
045702 - we can call and set an appointment.
045703 -
045704 -
045705 -
045706 -  ..
0458 -
0459 -
0460 - 1701 called Polly back
0461 -
046101 - Talked to Marve.
046102 -
046103 - She set meeting for tomorrow at...
046104 -
046105 -                           1600
046106 -
046107 -                        1115 Alhambra Blvd
046108 -                        Near K and L
046109 -                        Sacaramento.
046110 -
046111 -    [Below called back and left message to move meeting up because Bob
046112 -    is having surgery at 1400. ref SDS 0 5320]
046113 -
046114 - Meeting is subject to Polly calling back to review background and
046115 - issues to be resolved.
046116 -
046117 - Marve said Polly does not have an email address where we can submit
046118 - information.
046119 -
046120 -
046121 -  ..
0462 -
0463 -
0464 - 1713 called Kathleen
0465 -
046501 - Received letter from Kath, ref DRT 1 0001, explaining that Bob has
046502 - been admitted to the hospital.  She says she woke up at 0330 this
046503 - morning and...
046504 -
046505 -    Bob was sitting up, awake.  Said he wants us to take him to
046506 -    emergency this morning.  He is life-threateningly dehydrated and in
046507 -    pain that is too much to bare.  In my state of mind (and Bob's) we
046508 -    believe the doctors have forced us into this position.  Bob thought
046509 -    that the operation would be performed on Thursday, not just a
046510 -    meeting.  He cannot delay any longer.  We'll go in around 8am.
046511 -    Doubt that there is much I can do about the social worker stuff.
046512 -    Will ask Patty when she wakes up - she was very tired last night.
046513 - ..
046514 - Bob is in the surgery section.
046515 -
046516 - His condition has now been stabilized so that he is not suffering
046517 - pain.  Kathleen has called him several times today, so he is able to
046518 - speak.
046519 - ..
046520 - Bob has requested the sports page and his glasses.  This is a
046521 - good sign of a strong spirit, showing recovery from yesterday,
046522 - ref SDS 16 2997, as a result of treatment at the hospital.
046523 -
046524 - Bob also mentioned something about recognizing the need for Kathleen
046525 - to begin managing family finances.
046526 -
046527 -     [On 991105 Bob had difficult emotional night. ref SDS 20 8769]
046528 -
046529 -
046530 -
046531 -  ..
046532 - Medical Disabilities Have Prevented Bob From Working for Years
046533 -
046534 - Kathleen advised that Bob has suffered a number of disabilities that
046535 - prevented him from getting certain jobs, and has limited him to sales
046536 - jobs.  Within the past few years continued frequency of medical
046537 - problems has prevented him from staying on the job.
046538 -
046539 - She mentioned a birth defect that hampered his ability throughout his
046540 - life.
046541 -
046542 - Bob has suffered from back problems, digestion difficulties and severe
046543 - headaches which required him to take medication that further prevented
046544 - performing work in an employement setting.
046545 -
046546 - These infirmities compounded an innate delicate emotional condition,
046547 - which in turn escalated physical problems.  This combination may have
046548 - caused a disability that qualifies for Social Security entitlement
046549 - before age 65.
046550 -
046551 -     [On 991106 analysis indicates problems create compound disability.
046552 -     ref SDS 23 4672]
046553 -
046554 - She will prepare a history of this and send it to me this evening,
046555 - after they visit Bob at the hospital.
046556 -
046557 -     [On 991105 SS web site cites list of medical conditions that
046558 -     qualify for disability. ref SDS 22 7350]
046559 -
046560 -     [Same day SS rep indicates retroactive determination of disability
046561 -     might be possible. ref SDS 22 0744]
046562 -
046563 -     [On 991106 analysis of disability entitlement. ref SDS 23 4672]
046564 -
046565 -     [On 991108 requested application for Social Security disability
046566 -     entitlement. ref SDS 24 0744]
046567 -
046568 - ..
046569 - I explained the tentative meeting scheduled tomorrow at 1600
046570 - with Polly McGilray. ref SDS 0 0884
046571 -
046572 - The main issue is power of attorney and beneficiary of Bob's estate
046573 - in the event of his passing.
046574 -
046575 -     [On 991104 Madeline Davis was hired instead. ref SDS 18 4424]
046576 -
046577 - Kathleen said she has papers she and Bob have executed on this.  She
046578 - will locate the documents and take them to the meeting tomorrow.
046579 -
046580 - She is familiar with the location of Polly's office on Alhambra.
046581 -
046582 - We reviewed planning to apply for medicare coverage using the Legal
046583 - Center for..., ref SDS 0 4866,
046584 -
046585 - I will follow up tomorrow to schedule a meeting.
046586 -
046587 - This can be reviewed with Polly tomorrow, to see if she wants to be
046588 - involved in the medicare issue, or simply focus on family estate
046589 - planning.
046590 -
046591 - Sent an update of the record for Kath and Patty to review.
046592 -
046593 -
046594 -  ..
0466 -
0467 -
0468 - 2214 called Kathleen
0469 -
046901 - Patty answered.  Kath has gone to bed.
046902 -
046903 - They visited with the surgeon at the hospital this evening when they
046904 - went to see Bob.
046905 - ..
046906 - The surgeon believes Bob has cancer.  They will not know for
046907 - sure until they operate tomorrow.
046908 -
046909 - The operation is scheduled for 1400, provided an operating room is
046910 - available.
046911 -
046912 - The surgeon believes the cancer is larger than shown by the CAT scan,
046913 - so this means the condition is much worse, and it means they may not
046914 - be able to effectively operate to remove the cancer.
046915 -
046916 - If they are wrong, they will remove the cancer and Bob can recover
046917 - with continued treatment.
046918 -
046919 - If they are right, and the cancer cannot be removed surgically, then
046920 - they will operate to give relief of the internal pressures that are
046921 - preventing normal bodily functions.  That is the most they can do.
046922 - ..
046923 - Bob expressed a desire this evening that Kathleen be granted
046924 - authority to manage the family finances, including his trust account
046925 - from the inheritance.  They discussed having a power of attorney for
046926 - Kathleen prepared for Bob to sign tomorrow.
046927 -
046928 - Patty said that Bob indicated Kathleen has joint signature on all
046929 - accounts.  Kathleen is not aware of this, so need to call Rick, per
046930 - above. ref SDS 0 0002
046931 - ..
046932 - Tomorrow I will try to move the meeting for 1600 up to 1000, so
046933 - Polly can help draft a will for Bob that he can sign before surgery
046934 - tomorrow.
046935 -
046936 -    [On 991104 engaged Madeline Davis for assignment. ref SDS 18 4424]
046937 -
046938 - Patty will pick up standard forms for a will, which she and Kathleen
046939 - can prepare, if we are unable to get a meeting with counsel tomorrow.
046940 -
046941 -    [On 991104 Bob's will was prepared prior to surgery. ref SDS 18
046942 -    0004]
046943 -
046944 -
046945 -
046946 -
046947 -
046948 -  ..
0470 -
0471 -
0472 - 2235 called Polly McGilary        916 453 1418
0473 -
047301 - Left message to move the meeting at 1600 forward to 1000, so a will
047302 - can be prepared that Bob can sign before surgery.
047303 -
047304 -    [On 991104 cancelled meeting because hired Madeline Davis for
047305 -    assignment. ref SDS 18 5933]
047306 -
047307 -
047308 -
047309 -
047310 -
047311 -