Last Thursday, October 3rd, I participated in the Rhode Island Alzheimer’s Association’s Getting Started Education Series, presenting on the topic of legal and financial considerations of Alzheimer’s disease. As I promised during the presentation, I am now posting a copy of my presentation slides (below). If you have more specific questions, or are in need of legal […]
Author Archives: stemwebsteve

NEGAS Presentation Slides
As promised, I am sharing the PowerPoint slides from my recent presentation to the NEGAS group on Medicaid & Medicaid Planning. NEGAS Presentation (06.19) from Mark Heffner

A Nursing Home Myth Exploded: Medicare Can Pay Even After A Resident “Plateaus”
The typical scenario goes like this. Dad is living alone at home, suffering from Alzheimer’s or a related dementia. He falls and fractures a hip. With Daughter’s help, he is admitted to a hospital for three or more days. Dad is then discharged to a nursing home, specifically into its skilled “rehabilitation unit.” No one […]

Free Workshop on Legal and Financial Considerations of Alzheimer’s Disease
As part of the Rhode Island Alzheimer’s Association’s Getting Started Education Series, Mark Heffner will be presenting a workshop, “Legal and Financial Considerations of Alzheimer’s Disease” later this month. Mr. Heffner will share techniques for protecting life savings from the significant costs of nursing home care, and in particular, opportunities for spouses of those afflicted […]

Case Study: How an Irrevocable Trust Protects Assets from Nursing Home Costs
Last week I met with “Jennifer”, whose mother “Sally”, a long-time client of our office, had entered a nursing home several years ago. (Their names have been changed.) Two months ago, Sally died. Though always a sad occasion when a parent passes away, I told Jennifer that she should take comfort in knowing that she […]

When Long Term Care Insurance Does Not Really Insure Long Term Care
A March 8, 2013 article about long term care insurance in the Wall Street Journal entitled “Can You Afford to Get Older?”, drew a useful distinction between good and bad long term care insurance policies. While noting that “[a] good long-term care policy can cover a significant of [long term care] costs…[a] bad policy could […]

Empowering Seniors To Take Control
The Johnston Senior Center recently teamed up with the Centers for Medicare & Medicare Services (CMS) to host an information session aimed at empowering seniors to take control of their health care, through information and tools to protect them against Medicare fraud. According to the Johnston Sun Rise, the event “aimed to give Medicare recipients […]

RI Researcher Finds Only 1 in 3 Medicare Patients Die At Home
New research shows that one in three elderly Americans on Medicare passes away at home. This is not encouraging news, given that most seniors would prefer to die at home or the home of a loved one. But there is a positive development: the number of Medicare patients who died in hospital decreased from 32.6 […]

Attorney Heffner attends annual National Elder Law Foundation program in Dallas
On January 17th and 18th, Attorney Heffner joined 40 other Certified Elder Law Attorneys (CELAs) from throughout the United States for a two-day program focused on matters faced by elders and their families. “A terrific aspect of this NELF (National Elder Law Foundation) program is that it presents nationally known speakers on not just legal […]