CONTACTS 

SUBJECTS
Kathleen and Bob
Social Security Disability

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 26 0000, ref SDS 25 0000.
050602 -
050603 - Received letter from Kath that does not directly respond to the letter
050604 - sent yesterday on assembling evidence for a SSI filing on disability.
050605 - She mentions the doctor has indicated Bob has suffered cancer for over
050606 - a year.  She and Bob received a letter from the government (CIMSP)
050607 - notifying they have 10 days to file financial information to qualify
050608 - for assistance with medical expenses.
050609 -
050610 - Submitted ref DIT 1 0001 to Kath linked to this record, and responding
050611 - to her letter. ref DRT 1 0001  Cited medcial history needed for
050612 - Medicare filing, from work yesterday. ref SDS 26 1156   Also need
050613 - record, if it exists on Brixie's filing for Kathleen.  Suggest
050614 - consideration to meeting with Trudy Nearn tomorrow, per analysis
050615 - below. ref SDS 0 0800
050616 -
050617 -
050618 -
050619 -
0507 -
0508 -
0509 - Progress
0510 -
051001 -  ..
051002 - Bob Seems to Have Had a Good Night
051003 -
051004 - Last night Patty stayed with Bob at the hospital, ref DRT 1 0001, per
051005 - request of doctor based on difficulties on 991105. ref SDS 23 8769
051006 -
051007 - No new problems reported, so he is gaining some strength following
051008 - surgery.
051009 -
051010 -
051011 -  ..
051012 - Review the Record for Orientation on Status and Planning
051013 -
051014 - Follow up ref SDS 26 2544.
051015 -
051016 - Kath's letter, ref DRT 1 0001, does not mention having received the
051017 - letter sent yesterday, ref DIP 10 0001, on background, so it is not
051018 - clear that she and Patty have reviewed the record.
051019 -
051020 - Bob Welch needs to review it also.
051021 -
051022 -
051023 -  ..
051024 - Medicare - Filing for Retroactive Coverage - Letter from CMISP
051025 -
051026 - Follow up ref SDS 26 4866, ref SDS 25 4866.
051027 -
051028 - Kath's letter today cites a letter from...
051029 -
051030 -                 County of Sacramento,
051031 -                 Dept. of Human Assistance, Co.
051032 -                 Medically Indigent Services Program
051033 -
051034 -
051035 - ...which is called CMISP, and says Kathleen and Bob have 10 days from
051036 - 991105 to apply for financial assistance, otherwise the hospital will
051037 - seek recovery from Kathleen and Bob.  The letter requests disclosure
051038 - of assets. ref DRT 1 2862
051039 -
051040 - This demand for disclosure may be related to Madeline's advice on
051041 - 991105 not to make dispersments until medicare issues are resolved.
051042 - ref SDS 24 3698
051043 -
051044 - Kathleen asks for suggestions on responding to CMISP.
051045 -
051046 - General strategy is for counsel to respond.  We will talk to Madeline
051047 - on Monday or Tuesday, when she returns to the office.
051048 -
051049 - Patty indicated yesterday that Madeline said in the meeting on Friday,
051050 - that she would call Kathleen when she returns from traveling, which
051051 - should be Monday or Tuesday.
051052 -
051053 - Madeline will respond to CIMSP.
051054 -
051055 -     [On 991110 Madeline wants counsel for medical expenses to respond
051056 -     to CMISP. ref SDS 32 6080]
051057 -
051058 -     [On 991110 James Walker's office notified to address CMISP.
051059 -     ref SDS 31 0899]
051060 -
051061 -
051062 - We need from Madeline the letter on managing family finances, to
051063 - confirm advice given on 991105. ref SDS 24 3698
051064 -
051065 -     [On 991110 Madeline will submit this letter. ref SDS 32 9688]
051066 -
051067 -
051068 - ..
051069 - Analysis on filing for Medicare Benefits...
051070 - 
051071 -      A key question is how much it costs to try and qualify Bob for
051072 -      Medicare.  Right now you have engaged Madeline at $150 per hour,
051073 -      and maybe spent $1K for two meetings and a couple letters.  Her
051074 -      work is on estate planning.  She wants someone eles to do the
051075 -      Medicate work.  Madeline wants another meeting with Bob to review
051076 -      the Will and finalize estate planning.  If there are no major
051077 -      issues, her bill may wind up at about $5K+.  That amount seems
051078 -      justified by the value you have at risk.
051079 -
051080 -      Additionally, we need an opinion on the chances of success for
051081 -      filing for Medicare coverage to pay for the $10K - $20K in
051082 -      medical expenses, and we need an estimate of how much it will
051083 -      cost.  If it costs $10K to avoid $10K in expenses, that may not
051084 -      be a good deal.  You can negotiate with the hospital to pay
051085 -      directly a reasonable amount.  On the other hand, if qualifying
051086 -      Bob for Social Secuity benefits under retroactive disability,
051087 -      results in increasing your continuing monthly benefit payment,
051088 -      then that math needs to be done to evaluate how much to invest to
051089 -      achieve that goal.
051090 -
051091 -          [On 991108 initial medical expense estimate looks closer to
051092 -          $50K+. ref SDS 28 5833]
051093 -
051094 -          [On 991110 James Walker offers "guarentee" medical expenses
051095 -          can be paid by Medical, but price is $15K for legal fees.
051096 -          ref SDS 31 5056]
051097 -
051098 -
051099 - Decided to shoot for a consultation meeting with Turdy Nearn to
051100 - address viability issues.  Called her office to request scheduling a
051101 - meeting, see other record. ref SDS 27 0001
051102 -
051103 -
051104 -
051105 -  ..
051106 - Assembling Evidence of Disability
051107 - Medical History - Bob Has Had Cancer for a Year
051108 -
051109 - Follow up ref SDS 26 2850.
051110 -
051111 - Kathleen seems to indicate in her letter that Bob's doctor has advised
051112 - that he has suffered disability from cancer for over a year.
051113 - ref DRT 1 5688
051114 -
051115 - We need a written statement from the doctor, per discussion with Mrs
051116 - Stevens at Social Security office on 991105, ref SDS 25 7918, and
051117 - planning yesterday. ref SDS 26 2850
051118 -
051119 -     [On 991108 called Fogelberg on this. ref SDS 29 0504]
051120 -
051121 - Rita sent Kathleen a letter saying a friend suggests Bob can qualify
051122 - for Social Secuirty Disability based on having had cancer for over a
051123 - year. ref DRT 1 5688
051124 -
051125 - This information supports..
051126 -
051127 -
051128 -            retroactive determination of medicare disability
051129 -
051130 -
051131 - ...which is the plan reviewed yesterday, ref SDS 26 4866, from work on
051132 - 991103. ref SDS 20 8352
051133 -
051134 - Preliminary research on 991105 indicates disability entitlement
051135 - requires a 2 year history of disability, ref SDS 25 5833, so need to
051136 - research this issue.
051137 -
051138 -     [On 991109 lawyer cites 42 CFR 406.12(b) requires disability for 2
051139 -     years when under age 65. ref SDS 30 5610]
051140 -
051141 -
051142 - We may need medical history showing disability for 2 years, under
051143 - planning yesterday. ref SDS 26 1156, discussed in the letter to
051144 - Kathleen. ref DIP 10 7918
051145 -
051146 - Kathleen does not mention having read the letter on developing medical
051147 - history. ref DIP 10 0001  She has been very busy and so may not have
051148 - had time.
051149 -
051150 - My sense is that we need to apply for Social Security Disability in
051151 - order to qualify for Medicare coverage.  This requires...
051152 -
051153 -            Medical history per anlaysis yesteray. ref SDS 26 1156
051154 -
051155 -            Social secuity filing Brixie prepared for Kathleen.
051156 -
051157 -            Approximate cost of Brixie's work.
051158 -
051159 -            doctor's name and phone number -- email address
051160 -
051161 -            professional opinion on Bob's disability
051162 -
051163 -
051164 -
051165 -
051166 -
051167 -
051168 -
051169 -