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The Elder Care Law Alert

Marshall, Parker & Associates' E-mail Newsletters

2007

Elder Care Law Alert

                     May 8, 2007 Issue 

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Jersey Shore, Williamsport, Wilkes-Barre, Clarks Summit

1-800-401-4552

www.paelderlaw.com 

________________________________

The Elder Law Firm of Marshall, Parker  & Associates, LLC, is a recognized leader in providing coordinated legal and elder care planning services to older adults and their families throughout Pennsylvania.

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What is Palliative Care?  

Written By: Dr. Alexander Nesbitt , Medical Director of Susquehanna Hospice and Palliative Medicine

Despite the fact that the US healthcare system is one of the most advanced in the world, there is evidence of significant gaps or areas of weakness. One of these involves the care of patients with advanced disease such as cancer, heart or lung disease, dementia or others. Over the last 10 years, studies have shown that such patients often suffer from inadequately treated physical symptoms such as pain, nausea, shortness of breath, or confusion. Patients and their families often struggle with making difficult decisions about treatment options such as feeding tubes, ventilator use, or cardiopulmonary resuscitation. Often the patient and family report problems in communicating with the staff in our complex medical system, and consequently feel an inadequate understanding of the prognosis and expected outcome of the illness.

Palliative care is a developing specialty within medicine designed to address these problems. It involves an interdisciplinary team including a physician, nurse, social worker and chaplain, working together to address the needs of the patient and their family as they go through advanced illness. Unlike hospice, such team help is not limited to terminally ill patients, but is offered to anyone with advanced disease with appropriate needs. Also unlike hospice, palliative care can be given concurrently with any aggressive or curative treatment, no matter how complex or expensive. For example, a patient hospitalized for their chronic congestive heart failure, or another undergoing skilled nursing care for their fractured pelvis would NOT be appropriate for hospice care, but would be appropriate for assistance by the palliative care team if they and their family desired. Consultation by palliative care is ordered by the attending physician, and is reimbursed by insurances as any other consultative service would be.

Studies looking at outcomes show that symptoms are more effectively managed, patients and families report higher levels of perceived support and satisfaction, and care is more likely to be consistent with patient wishes when palliative care is involved. The palliative care consult service has been operational in Williamsport Hospital for over two years, and is being extended to certain nursing homes in the area who wish to participate in this service. 

Dr. Nesbitt is the Medical Director of Susquehanna Hospice and Palliative Medicine in Williamsport, PA.  He is Board Certified in Hospice and Palliative Medicine and works full-time overseeing hospice care.  Dr. Nesbitt will discuss local issues affecting end-of-life care at Marshall , Parker & Associates’ Professional Update on May 10, 2007 . He can be contacted at 570-326-8040.


Attorney Brenda Colbert Joins Marshall, Parker & Associates

By: Melissa Bottorf, Director of Marketing & Public Education

Marshall , Parker & Associates is pleased to announce the addition of Attorney Brenda D. Colbert to its professional staff of Elder Law and Estate Planning Attorneys. 

Attorney Colbert has extensive experience preparing estate and long term care plans and counseling clients regarding long term care planning issues including Medicaid eligibility & home care options.

She is a 1990 graduate of Mansfield University where she received a degree in Social Work.  After working for several years as a social worker in nursing facilities she went on to law school, receiving her JD magna cum laude from the Touro College Law Center .  Ms. Colbert then proceeded to the University of Miami School of Law where she received a postgraduate Master in Laws (LLM) in Estate Planning.  Since 2002, Attorney Colbert has been practicing law as an elder law and estate planning attorney in Wilkes-Barre and Scranton .  She and her husband, Mark, a teacher, reside in Moosic. 

Attorney Colbert is a frequent speaker to community and professional groups on issues affecting the elderly.  She is a member of the elder law section of the Pennsylvania Bar Association and the National Academy of Elder Law Attorneys.  She also serves on the Allocations Committee for the United Way , is co-chair of the Wilkes-Barre Law & Library Elder Law Committee and is a member of the Alzheimer’s Association Planned Giving Advisory Committee.

“Brenda is a great addition to Marshall, Parker & Associates,” said Managing Attorney, Jeffrey Marshall.  “She is the kind of caring, attentive lawyer who fits well with our existing staff.  And Brenda is one of the relatively few lawyers in Pennsylvania with an advanced legal degree in Estate Planning.  Her experience and educational attainments in the estate planning field allow her to provide high quality legal services to those clients facing extremely sophisticated planning issues.”  

Attorney Colbert can be contacted at 1-800-401-4552 or at webmail@paelderlaw.com.

 Melissa can be contacted at webmail@paelderlaw.com or at 1-800-401-4552


Providing for Pet Care Needs in the Event of Death or Incapacity

Written By: Brenda D. Colbert , Esquire

Pet owners spend a small fortune on food, toys, veterinary care and other expenses to ensure that they have a healthy and happy pet.  Pet owners worry about the safety and well-being of their little (and sometimes not so little) friends and will go to extremes to provide comfort and security to their pets.  I know, I’m one of them.   Often times, however, too little thought is given to what will become of the animal if the pet owner passes away or becomes incapacitated and unable to care for the pet.  Who will take care of the pet and will that person provide the same loving care that the owner did?  This is an old problem that now has a new solution. 

It used to be that the only way to provide for the perpetual care of a pet upon the death or incapacity of the owner was for the pet owner to find a person to agree to become the pet’s caregiver and hope that the future caregiver would make good on the promise.  Even if the pet owner left money to the future caregiver under his or her Last Will and Testament or gave money to the caregiver outright, there was no way to guarantee that the caregiver would use the money to care for the pet.

On November 6, 2006 , the Pennsylvania Uniform Trust Act went into effect in Pennsylvania , which, among other things, allowed for the creation of a trust to provide for the care of a pet of a decedent or incapacitated person.  Prior to the enactment of the Pennsylvania Uniform Trust Act, such a trust would not be enforceable under Pennsylvania law.  Pursuant to Section 7732 of the Pennsylvania Uniform Trust Act, a trust created for the care of animals will be considered a valid trust if it meets certain requirements.  For instance, the trust may be created to provide for the care of an animal that is alive during the lifetime of the individual who established the trust (known as the Settlor).  Further, the terms of the trust must provide that the trust will terminate upon the death of the animal for which it was created.

This type of “Pet Trust” has many advantages over giving money outright or under a Will to a future caregiver.  The Settlor may fund the trust during his/her lifetime, upon death, or may even authorize another individual to fund the trust if the Settlor becomes incapacitated.  The Settlor can stipulate that the funds in the trust are to be used for the care of the pet and can dictate the manner in which the pet is to be nurtured, for example, naming the preferred veterinarian and providing care instructions.  The Settlor will name a person in the trust instrument, known as the Trustee, who will be responsible for the management of the trust funds and to ensure that distribution is made to the caregiver as outlined in the trust.  The trust may even provide for compensation to be paid to the caregiver as an added incentive for the caregiver to tend to the pet.  Further, the Settlor may name a third party responsible to ensure that the terms of the trust are being carried out and to enforce, when necessary, the terms of the trust on behalf of the animal.

The Pet Trust is an excellent tool to ensure that the pet is not overlooked in the event of an unexpected illness, accident or death of the pet owner.  With proper planning, the pet owner can ensure that the health and well-being of the pet are provided for even when the pet owner has passed away or becomes incapacitated.     

Attorney Colbert can be contacted at webmail@paelderlaw.com or at 1-800-401-4552


Inappropriate Discharges from Nursing Facilities on the Rise

Written By: Jeffrey A. Marshall , CELA*

We are beginning to see an increase in the number of cases of involuntary discharges of nursing facility residents.  Due to low government reimbursement rates, some nursing facilities may seek to discharge residents who have exhausted their assets and become financial eligible for Medicaid.   

Unfortunately, we can expect to see the incidence of inappropriate discharges increase even more as the harsh transfer of asset penalties contained in the Deficit Reduction Act of 2005, begin to affect residents. 

Resident Rights under the Nursing Home Reform Act

Nursing facilities will sometimes seek to discharge a resident for inappropriate reasons or without adequate discharge planning.  But, facilities that participate in Medicare and/or Medicaid are subject to regulatory limitations found in the nursing home reform law which was enacted as part of the Omnibus Budget Reconciliation Act of 1987 (OBRA), as amended.1 

The nursing home reform law gives a resident the right to remain in the nursing facility unless a transfer or discharge: is appropriate because the resident's health has improved and the resident no longer requires the services provided by the nursing facility;2 is necessary to meet the resident's welfare;3 is needed to protect the health and safety of other residents or staff;4 is required because the resident has failed, after reasonable notice, to pay the facility charge for an item or service provided at the resident's request;5 or the facility ceases to operate.6

Before transferring or discharging a resident, the facility must provide written notice to the resident, and if known, to a family member or legal representative. The notice must include the reason for transfer or discharge, the effective date, the location to which the resident is transferred or discharged, a statement of the right to appeal, and the name, address, and telephone number of the state long-term care ombudsman. With limited exceptions, the notice must be given at least 30 days before the discharge date.7

The facility must also develop a post discharge plan of care to assist the resident to adjust to his or her post discharge living environment.8 When the facility anticipates discharging a resident, the facility must have a discharge summary that includes—

(1) A recapitulation of the resident's stay;

(2) A final summary of the resident's status and

(3) A post-discharge plan of care that is developed with the participation of the resident and his or her family, which will assist the resident to adjust to his or her new living environment.9

A nursing facility must provide sufficient preparation and orientation to residents to ensure safe and orderly transfer or discharge from the facility.10 

Each State must provide a system for a resident of a nursing facility to appeal a notice from the SNF or NF of intent to discharge or transfer the resident.11  Pennsylvania has a long established appeal and intervention process to protect residents that are improperly attempting to discharge a resident.  (See, 55 Pa.Code §1181.568 Appendix N). These rules are applicable to any resident of a Medicaid participating nursing facility even if the resident is not on Medical Assistance.

Neglect of a Care Dependent Person

Employees of nursing facilities which engage in improper discharges that result in harm to the resident could have some potential criminal liability under Pennsylvania laws regarding neglect of a care-dependent person by a caretaker. (See 18 Pa.C.S. § 2713).   

A “care-dependent person” is defined broadly as “[a]ny adult who, due to physical or cognitive disability or impairment, requires assistance to meet his needs for food, shelter, clothing, personal care or health care.”

A caretaker is defined as any person who:

(1)        is an owner, operator, manager or employee of a nursing home, personal care home, domiciliary care home, community residential facility, intermediate care facility for the mentally retarded, adult daily living center, home health agency or home health service provider whether licensed or unlicensed;

(2)        provides care to a care-dependent person in the setting described in paragraph (1); or

(3)        has an obligation to care for a care-dependent person for monetary consideration in the settings described in paragraph (1) or in the care-dependent person’s home.

A caretaker is guilty of neglect of a care-dependent person if he:

(a)(1) Intentionally, knowingly or recklessly causes bodily injury or serious bodily injury by failing to provide treatment, care, goods or services necessary to preserve the health, safety, or welfare of a care-dependent person for whom he is responsible to provide care.

(a)(2) Intentionally or knowingly uses a physical restraint or chemical restraint or medication on a care-dependent person, or isolates a care-dependent person contrary to law or regulation, such that bodily injury or serious bodily injury results.

The penalties for neglect of a care-dependent person are as follows:

(1)        A violation of subsection (a)(1) constitutes a misdemeanor of the first degree if the victim suffers bodily injury.

(2)        A violation of subsection (a)(1) constitutes a felony of the first degree if the victim suffers serious bodily injury.

(3)        A violation of subsection (a)(2) constitutes a misdemeanor of the first degree if the victim suffers bodily injury. 

Nursing Facility residents who believe they are being improperly discharged should seek legal assistance, contact the Long Term Care Ombudsman, or file a complaint with the Department of Health.  To locate the Ombudsman in your area, contact your Area Agency on Aging, or call the State Ombudsman Program office at 717-783-7247.  The Department of Health Long Term Care Facility Complaints toll-free hotline is 1-800-254-5164 or 717-787-1816. 

Attorney Marshall can be contacted at webmail@paelderlaw.com or at 1-800-401-4552


Attorneys Weber & Marshall Train Lawyers on Nursing Home Issues

Written By: Melissa Bottorf, Director of Marketing & Public Education

In April, Marshall, Parker & Associates Attorneys Tammy Weber and Jeff Marshall traveled across Pennsylvania educating lawyers about the issues involved in “Representing an Individual Entering a Nursing Home.”  The course, under the auspices of the Pennsylvania Bar Institute, was attended by approximately 250 lawyers in Pittsburgh , Philadelphia , and Mechanicsburg. 

The day-long course included discussion of Alternatives to Nursing Home Care, Paying for Care (Medicare, long-term care insurance, Veterans Benefits, Medicaid, and deductions for private payment), Getting Admitted and Getting Good Care, and Ethical Issues for Lawyers. Attorneys Weber and Marshall were the course planners and served on the faculty for each presentation.  Other faculty for the course included Linda Anderson, CELA, Robert Clofine , CELA, Professor Lawrence Frolik, Robert Gerhard, CELA, Julian Gray, CELA, Carol Sikov Gross, CELA, Alissa Halperin, Esq, Craig Hatch, CELA, Thomas Lilly, JD, CLU, Diane Menio, Thomas Murphy, CELA, Dionysios Pappas, Esq., Professor Katherine Pearson, Kemp Scales, CELA, Lori Smetanka, Esq., and Stanley Vasiliadis, CELA.

The course book and a 6 hour audio or video of the Mechanicsburg presentation are available through the Pennsylvania Bar Institute, www.pbi.org or 800-247-4724.  


May is Older Americans Month

Written By: Joe DeLauter, Home Instead Senior Care

Since May 1963, our nation has honored its senior citizens annually.  The tradition began when President John F. Kennedy designated May 1963 as “Senior Citizens Month”.    Thanks to President Jim my Carter in 1980 the name was changed to “Older Americans Month”.  Every President since JFK has issued a formal proclamation during or before May to pay tribute to older adults.  In issuing his 2006 proclamation, President Bush stated: “Older Americans represent the finest qualities of our Nation.  During Older Americans Month, we honor our older citizens, celebrate their many accomplishments, and learn from their experiences.”  The theme for this year’s Older Americans Month is “Older Americans: Making Choices for a Healthier Future.”

In 1963 there were only 17 million Americans that reached the age of 65.  Today, because of improved medical care and prevention efforts, that number is 36 million.  By 2030, because of longer lifespans and the aging Baby Boomers, it is estimated that 72 million people will be 65 or older, roughly 20% of the population.  This unprecedented growth will have significant impacts at the national, state, and community levels.  Yet, according to the National Association of Area Agencies on Aging, only 46% of American communities have begun planning to address the needs of the exploding population of older adults. 

It’s been well documented that the vast majority of older adults want to remain at home for as long as possible and to have choice and control over how and where they live as they age.  Yet, our healthcare system does not reimburse for many home care needs, forcing economic and quality of life hardships on families and their loved ones.  These hardships are in conflict with the stated mission of the Older Americans Act to “provide for and protect the independence and dignity of our older citizens.” 

This year’s national theme was selected to encourage us to think differently about health and long term care.  Let’s take time in May to encourage our federal, state, and local elected officials to reflect on this month’s theme and begin addressing some deficiencies in our healthcare system. 

For those with older loved ones still living, take time in May to be especially grateful to them for all they have done in their lives and especially for bringing you into this world and/or helping prepare you for your life journey.  If you haven’t done so yet, spend time with them and begin writing down some of the wonderful life stories and family history that can be passed down to future generations.  Collect all those decades of pictures and prepare a scrapbook with them as another excellent quality way to capture life’s precious moments.  As an owner of a home care organization specializing in senior care, I can assure you that your loved ones will appreciate the special time you have together as will your children, grandchildren, and future generations.

Joe DeLauter is the owner of the local Home Instead Senior Care franchise, a home care organization providing personal care, companionship and home helper services for seniors throughout the Susquehanna Valley and Central Pennsylvania .  Visit our Web site, www.homeinstead.com, or call 570-522-6533 for additional information.


Register for Marshall, Parker & Associates’ Professional Update on May 10 and May 11

Marshall, Parker & Associates’ 11th Annual Elder Law Update has been slated for Thursday, May 10th at the Williamsport Country Club and Friday, May 11th at the Woodlands in Wilkes-Barre .  Each session begins with breakfast & registration at 7:30 AM .

This will be your opportunity to get the latest information on changes that are of critical importance to seniors and to those of us who provide services to them.  A brochure and agenda are available at www.paelderlaw.com/registration.asp . (Please note: No additional registrations will be accepted for the May 10th Update in Williamsport . Registration is full in Williamsport .  Limited space is still available in Wilkes-Barre .)

The Update is FREE and intended for professionals in the elder care and elder services network such as individuals working in nursing homes, hospitals, assisted living and personal care facilities, area agencies on aging, and county assistance offices.  It will also be of great interest to social workers, insurance and financial planners, accountants, lawyers, trust officers, and other professionals who work with seniors.

Credits Provided:

Personal Care Home Administrators: 3.5 Credits (Free)

Social Workers: 3.5 Credits ($20.00 made payable to “College Misericordia”)

Accountants: 3 Credits offered through Parente Randolph (Free)

Attorneys: 3 Credits have been approved from PA CLE ($4.50 made payable to “Marshall & Associates)

Marshall , Parker & Associates would like to thank this year’s sponsors:

• Hospice of the Sacred Heart

Bayada Nurses

Outlook Pointe

Endless Mountains In-Home Solutions

Valley Crest

Susquehanna Wealth Management

College Misericordia

C&N Trust & Financial Management Group

NorthCentral Geriatric Interest Network

NorthCentral Pennsylvania Estate Planner’s Council

Merrill Lynch

Melissa can be contacted at webmail@paelderlaw.com or at 1-800-401-4552
 

            1 The Medicare and Medicaid provisions mirror each other.  See 42 U.S.C. §§ 1395i-3(a)-(h), 1396r(a)-(h).  The rules apply equally to Medicare Skilled Nursing Facilities (SNFs) and Medicaid Nursing Facilities (NFs).  See also 42 C.F.R. §483.1 et seq.

            2 42 C.F.R. §483.12 (a)(2)(ii)

            342 C.F.R. §483.12 (a)(2)(i).

            4 42 C.F.R. §483.12 (a)(2)(iv);  42 C.F.R. §483.12 (a)(2)(iii).

            5 42 C.F.R. §483.12 (a)(2)(v).

            6 42 C.F.R. §483.12 (a)(2)(vi).

            7 42 U.S.C. §1396r(b)(2); 42 C.F.R. §483.12  

            8 42 C.F.R. §483.12(a)(7).

            9  42 C.F.R. §483.20(I).

            10  42 C.F.R. §483.12(a)(7)..

            11 42 C.F.R. § 483.204(1)


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*Attorneys Marshall and Parker are certified as Elder Law Attorneys by the National Elder Law Foundation under authorization from the Pennsylvania Supreme Court.

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