Long Term Care
Recent Topics
• Negotiating residential and assisted living care
• Types of facilities
• Types of care
• Grief
Volunteers
New ways to volunteer or work with SMB
New! Become a local area rep or case manager for SMB
Medi-Cal Benefits
Obtain LTC Medi-Cal benefits in a crisis; partner with us to ensure the fastest possible eligibility
Medi-Cal FAQs
Stay current on all the difficult California Regulatory changes related to Medi-Cal; recently updated
CAP
Expanded Program! Get or keep needed benefits; designed specifically for the lowest income elderly and disabled
VA Benefits
Veteran or widowed spouse of a veteran? See if you qualify for a special pension...
Long Term Care
Key issues surrounding private pay vs. benefits, in-home vs. nursing home, with situation insights
SafeCare
Protect yourself and your family through SafeCare by incorporating your financial, legal, insurance, benefits, tax, and long term care direction into one timeline and plan
Pooled Trust
A Special Needs Pooled Trust to protect SSI or Medi-Cal benefits while retaining lump sum distribution for supplemental needs
Receiving a lump sum distribution such as inheritance or settlement can be a "double-edged-sword" for a SSI-qualified or Medi-Cal qualified individual.Putting the money into an account with the individual’s name causes loss of benefits, and self-creating a special needs trust requires the approval of a judge, which is not guaranteed and can be an expensive and time consuming process.
Federal law allows the creation of a “Pooled Trust” administered by a 501 (c ) 3 non-profit organization, with sub-accounts for each beneficiary. The beneficiary's inheritance or settlement money is used for supplemental needs only, according to guidelines set by SSI. By joining the pooled trust the disabled individual keeps the important public benefits that are integral to his or her long-term survival.
LEARN HOW: The SMB Special Needs Pooled Trust can help you.
TO FIND OUT MORE
CALL US AT:
888.789.4589