- 41
- 19 574
AGED Trust
United States
Приєднався 29 лис 2018
AGED is a nonprofit Pooled Trust company that helps elderly and disabled persons in Florida qualify for government benefits, like Medicaid, when they are over the financial limits. For more information, visit our website at www.TrustAGED.org, or call us at (407) 682-4111
Tips and Tricks for Clients Who Are on Home-Based Medicaid to Help Advocate for More Care at Home
Are you an advocate, caregiver, or professional working with clients who receive home-based Medicaid? Navigating the complexities of Medicaid home health care can be challenging, especially when trying to secure the necessary hours of care for your clients. This webinar will equip you with practical tips and strategies to effectively advocate for more in-home care.
In this session, we will delve into the process of filing grievances and appeals, understanding the key factors needed to support your client's case, and how to successfully dispute the amount of care hours provided. You'll gain insights on issue spotting, learn where and how to file requests for additional care, and become proficient in advocating for your clients when their initial requests are denied.
In this session, we will delve into the process of filing grievances and appeals, understanding the key factors needed to support your client's case, and how to successfully dispute the amount of care hours provided. You'll gain insights on issue spotting, learn where and how to file requests for additional care, and become proficient in advocating for your clients when their initial requests are denied.
Переглядів: 7
Відео
Guardianship, Guardian Advocacy, and the Alternatives
Переглядів 3914 днів тому
Join us for a comprehensive session designed to guide families with loved ones who have intellectual and developmental disabilities and are approaching adulthood. This webinar will cover essential legal options and alternatives to guardianship, offering a deeper understanding of the processes and decisions families may face as their loved ones turn 18.
Benefits Equals Dollars: Using a Pooled Trust to Reduce Healthcare Costs
Переглядів 209Місяць тому
This presentation will help attendees understand why Medicare alone doesn't always provide enough coverage and what happens to people who fall into the Medicare coverage gap / donut hole, while providing an in-depth look at various government benefit programs, such as Medically Needy Share of Cost, Low-Income Subsidy and Medicaids Medicare Savings Programs (MSPs), which can help individuals in ...
Navigating End-of-Life Planning: Strategies for Managing Funeral Expenses
Переглядів 1212 місяці тому
Death is an inevitable part of life, yet many find themselves unprepared for the financial implications it brings. This webinar will explore the critical aspects of planning ahead for funeral expenses, providing attendees with a comprehensive understanding of costs and preplanning options. Our expert speakers will guide you through the nuances of funeral and cremation costs, various preplanning...
Guardians’ Frustration and Remedies for Dealing with the Federal Social Security Administration
Переглядів 1703 місяці тому
Join us for an insightful webinar featuring David Lillesand, a renowned attorney with extensive experience in Social Security and SSI disability hearings. This presentation will focus on navigating the complexities of the Social Security Administration (SSA) for guardians and legal representatives of elderly and disabled claimants. What You Will Learn: • Understanding the relationship between S...
I’ve Been Named as Trustee… Now What?
Переглядів 1764 місяці тому
Assuming the role of a trustee involves significant responsibilities and complexities. This 60-minute presentation, 'I’ve Been Named as Trustee… Now What?', will provide attendees with a clear understanding of different types of trusts, including simple, complex, grantor, revocable, and irrevocable trusts, as well as intentionally defective grantor trusts (IDGTs). Attendees will also learn esse...
Housing and Urban Development- Veterans Administration Supportive Housing. (HUD-VASH Program)
Переглядів 2744 місяці тому
This webinar delves into the HUD-VASH program, a collaborative initiative by HUD and VA, aimed at combating veteran homelessness. Combining HUD Housing Choice Vouchers with VA's case management, it's the largest supportive housing program in the nation, designed to offer veterans housing stability and supportive services. Highlights: Collaborative Effort: Showcases the interagency partnership p...
IRAs and SNTs - Updates from SECURE Act 2.0
Переглядів 1635 місяців тому
Presenter: Peter Wall, Director of Fiduciary Services for True Link Financial Advisors, LLC. A majority of wealth in the United States resides in qualified plans and IRAs. Thanks to unique provisions for people with disabilities created by the SECURE Act 2.0, Special Needs Trust (SNT) trustees have an amazing opportunity to manage Inherited IRAs for their beneficiaries, potentially extending th...
Limit Liability and Help Clients Pay for Caregiving Needs with a Buyout of Existing Life Insurance
Переглядів 305 місяців тому
As a guardian, you always look for every available option for the clients and families you serve. In some cases, existing life insurance can be monetized for more than the policy’s cash surrender value. Learn how the valuation of life insurance assets protects clients' best interests and creates funds to use for other planning, including long-term care needs. - Identifying Potential Opportuniti...
Unlocking Senior and Disability Resources with SRA
Переглядів 855 місяців тому
This webinar will provide an in-depth look at the services and programs offered by the SRA for senior citizens, disabled adults, caregivers, and family members. This webinar will cover the role of SRA as a central hub for accessing various state and federal government services. Participants will learn about the Aging and Disability Resource Centers (ADRC), the Elder Helpline, and client satisfa...
Understanding the FHA HECM Reverse Mortgage
Переглядів 9166 місяців тому
Join us for the "Understanding the HECM Reverse Mortgage" webinar, a pivotal continuing education course tailored for guardians and attorneys. This detailed presentation offers an in-depth look at Home Equity Conversion Mortgages (HECM), focusing on their historical development, unique features, and role in senior financial planning. Participants will gain valuable insights into the eligibility...
Understanding the "Benefits Debacle": A Deep Dive into Disability Benefits and the DAC Program
Переглядів 7049 місяців тому
Join us for a comprehensive webinar that delves into the intricacies of disability benefits, with a special focus on the Disabled Adult Child Benefit (DAC) program. This session will shed light on key topics including: • The relationship between SSI and DAC and their implications. • The significance of disability onset before age 22. • How the Social Security Administration determines the date ...
Benefits Equals Dollars: Using a Pooled Trust to Reduce Healthcare Costs
Переглядів 11510 місяців тому
This presentation will help attendees understand why Medicare alone doesn’t always provide enough coverage and what happens to people who fall into the Medicare coverage gap / donut hole, while providing an in-depth look at various government benefit programs, such as Medically Needy Share of Cost, Low-Income Subsidy and Medicaid’s Medicare Savings Programs (MSPs), which can help individuals in...
ABLE: Floridas Disability Savings Program
Переглядів 12510 місяців тому
Unlock the potential of ABLE Accounts with Guest Speaker John Finch from ABLE United! Discover eligibility criteria, grasp the ABLE vs. Special Needs Trusts distinctions, identify who benefits from an ABLE account, and when this type of account can be used for wards. Join us for a concise, insightful session covering all aspects of ABLE accounts from eligibility to enrollment, to understanding ...
Medicare: Understanding the Process
Переглядів 6611 місяців тому
Guest Speaker Mitchell Gordon with Gordon Insurance Group is presenting on the basics of Medicare to help attendees understand the overall Medicare process. By the end of this presentation, attendees will be able to grasp the fundamentals of Medicare, understand why different penalties happen and how to avoid them, differentiate between Advantage Plans and Supplements, and make informed decisio...
Settling Cases with a Medicare Component: MSA Accounts and Special Needs Trusts
Переглядів 80Рік тому
Settling Cases with a Medicare Component: MSA Accounts and Special Needs Trusts
Paying for Care with VA & Medicaid Benefits
Переглядів 64Рік тому
Paying for Care with VA & Medicaid Benefits
Optimizing Medicaid: Real Life Success Stories
Переглядів 57Рік тому
Optimizing Medicaid: Real Life Success Stories
Long Term Care Policies: Understanding How They Work & How to File Successful Claims
Переглядів 42Рік тому
Long Term Care Policies: Understanding How They Work & How to File Successful Claims
Understanding Social Security SSI & SSDI
Переглядів 861Рік тому
Understanding Social Security SSI & SSDI
Utilizing ABLE Accounts and Special Needs Trusts to Maximize Benefits for your Client
Переглядів 135Рік тому
Utilizing ABLE Accounts and Special Needs Trusts to Maximize Benefits for your Client
What's the Difference Between Special Needs Trusts - Understanding Trust Options
Переглядів 982 роки тому
What's the Difference Between Special Needs Trusts - Understanding Trust Options
How to Complete a Medicaid Application - July 27, 2022
Переглядів 5312 роки тому
How to Complete a Medicaid Application - July 27, 2022
Understanding Institutional Care Policy (ICP) Medicaid in a Nursing Home
Переглядів 2342 роки тому
Understanding Institutional Care Policy (ICP) Medicaid in a Nursing Home
What's the Difference Between Special Needs Trusts? | October 7, 2021
Переглядів 702 роки тому
What's the Difference Between Special Needs Trusts? | October 7, 2021
Understanding Social Security (SSI & SSDI) | November 4, 2021
Переглядів 1302 роки тому
Understanding Social Security (SSI & SSDI) | November 4, 2021
Medicaid: Benefits Equals Dollars - What You Don't Know Can Cost Your Clients | August 8, 2021
Переглядів 672 роки тому
Medicaid: Benefits Equals Dollars - What You Don't Know Can Cost Your Clients | August 8, 2021
Understanding Webinar with Joe Santiago of Medicare Plan Options | September 2, 2021
Переглядів 692 роки тому
Understanding Webinar with Joe Santiago of Medicare Plan Options | September 2, 2021
Nathanael Ford
Sporer Fort
Rowe Lodge
Wintheiser Estate
Kim Glen
Johnston Ferry
Harvey Throughway
Jaylin Locks
Wilmer Keys
Ardith Square
Von Fords
Schuster Key
Arvel Spur
Marvin Isle
Kaitlin Divide
Mayert Shore
Marks Junctions
14287 Taylor Radial
Lexie Pass
0587 Bayer Stravenue
White Joseph Williams Michelle Anderson George
Prince Causeway
3484 Laurence Brooks
Manuela Squares
Hall James Miller Kevin Garcia Susan
Edd Square
Hernandez Susan Miller Deborah Hernandez Kimberly
Lena from njplease needed urgent help veteran needed housing crucial by Aug 2024 100% p&t and service connection ptsd/met tintinitis hearing loss fighting to present proof for this long term disease in play amongst other ailments forced into homelessness by no fault of my own having to endure possible harm but trusted God to bring me good in process of proving tbi for smc to continue to put things in order to be self sufficient on my own with modetate help because of illness and sustain and halg mh fearswhile healing ftom past physical and mental hurt the invisible wounds that come from rape in servce and tragic happenings as a combat medic on fort dix us army base looking for immediate personal help immediate so no moreharm to me in the wilderness living with my ESA
Thank you this has been very helpful, as a community social worker.
Wouldn't an ABLE account be simpler and more cost-effective?
Please help me. I am trying to understand the math here for my Aime SSDI. I have the top wages for a regular SSB of 35 years. Will my AIME for SSDI be based on 30 years or 27? I turn 62 in 2020. Please advise thanks.
I'm confused about how to stay under the $2000 asset limit if the DAC's SSDI payment exceeds $2k. We can deposit the DAC's monthly SSDI into an ABLE account, but that would leave him no money for non-QDE expenditures. How do we handle this?
It’s faster if you to upload your bills to your DCF Portal.
Hello, great video. I am trying to gift my homeless parents a house and my parents get Texas Medicaid QMB and medicare. What should be the maximum house value in Texas so they do not lose their QMB benefits ? Also does Medicaid estate recovery program try to seize the house of deceased QMB recipients who never lived in any nursing home or any other long term living facility ? Thanks
Great advice, thank you
Thank you ❤
Great information thanks a lot
My 27 year old son is an adult disabled child on QMB. He lives with my husband and I, I'm his Rep payee. We do not claim him as a dependent. To rectify in Florida it asks for the assets of everyone in the home. I don't want to charge him rent because I then owe income tax on it. Can he live with parents and be his own household or is it best to charge him rent? I want to put the rent money in his ABLE account but can't if I'm having to pay taxes on it. What type of attorney can advise me? Everything seems to deal with SSI or people trying to get on SSDI or SSI?
Hello! We would love to assist you in this matter. Please call us at 407-682-4111 and ask to speak to Thad. We look forward to speaking with you.
How you doing good afternoon my name is James Garrett I'm 48 I've been on disability ever since 94-93 I'm wondering I don't know what to do to send me a letter about my disability I never worked I've been on disability since I've been born basically and and I just been going through it because my brother passed away he's been dead for two years I've been stressing out and I've been saying the house and make it with nobody else about it I just need some help on trying to understand about this or disability because this money has been working for me and I appreciate it God bless you
😊 Promo SM
Thank you for this.
In 2023, the income limit for QMB is $1,546 and asset limit of about $12,00(For Couples). [Source from Medicare.gov] Does owning 2 vehicles (worth about $10k) count as Assets that count towards the $12,000 Asset Limit? What if hypothetically, one of the car is new and is Financed. Does that count as asset too?
This is one of the best and most informative presentations about APD and it is much appreciated.
I agree
My sibling is over the qualifying amount by $23 and was denied QMB but was permitted to continue with SLMB...that may be vice versa...In any case would a simple appeal of denial be enough to gain eligibility or would she have to create a trust for a mere $23 ?
Generally Medicaid allows for a $20 disregard. You might be able to appeal it, since it's so close, but they may hold firm that it's over the limit. Then, something would need to be done, like a trust or other means, to reduce the countable income enough to qualify for QMB. The difficult part is trusts like ours charge a fee for their services. Our minimum fee is $115, which is considerably higher than the $23 your sibling is over. In cases like this, the person needs to determine if it makes financial sense to spend money to gain the additional benefits of QMB. It's a case-by-case basis. If your sibling is in the state of FL, and this is something you would like to discuss, please call our office at 407-682-4111 and ask to speak to a trust advisor. *Disclaimer: we are not attorneys this does not constitute legal advice*
How this program automatically qualified or how works
In Florida, you have to apply through the Department of Family and Children (DCF) through their website. Since QMB is a Medicare Savings Program, it works in conjunction with Medicare, meaning once you are qualified for QMB, when you go to the doctor or hospital you give them your Medicare card AND your Medicaid card for coverage. You can also get dual-eligible Medicare plans that cover both programs and give you extra benefits. A Medicare benefits specialist in your area can help you with getting into the dual eligible programs.
Sorry, but this is not the case. I am QMB and don't receive any of the benefits you mention.
We are sorry that you are experiencing this. This informational video is specific to the state of Florida. Please call DCF at 800-300-4323 for more assistance.
Took many calls to DCF but 1/2 of the problem has been resolved. I say 1/2 because the pharmacy part is fixed but doctors office visits, co-pays, coinsurance, and extra charges have not. Do believe from what I've read it is illegal for them to do this.
@@jacktorrance2620 Is it possible you are on SLMB, QI1, or one of the other Medicare Savings Programs? Those programs aren't as robust as the QMB program, so they include the Low Income Subsidy (LIS) / Extra Help benefit which reduces the prescription cost, but those benefits wouldn't include other things like covering your coinsurance and deductibles. You would find this information on your most recent Notice of Case Action. Depending on where in Florida you are, you might be able to go into a local office and speak with someone. You can find that information here: www.myflfamilies.com/service-programs/access/map.shtml. If you are on the correct benefits and you are not receiving what you are entitled to, you could also file a complaint. Here's information on how to do that. ahca.myflorida.com/Medicaid/complaints/
@@_TrustAGED Definitely on QMB.
Your video is awesome. I need a favour from you could you make a video how Medicaid process the claim if we have Medicare is primary payer, please help us & explain it from scrap.
Glad you enjoyed the video. Thanks for the suggestion. To answer your question, it depends on what kind of Medicaid you have as to what is covered. Typically, when you have both Medicare and Medicaid, Medicare is the primary payer, and covers 80%, while Medicaid is the secondary payer picking up the remaining 20%. Your doctor or provider should have both insurances on file for billing purposes. Also note, if you have QMB Medicaid, the provider cannot "balance bill" you for the portion not covered by Medicare. Hope this helps!
How do I get a replacement card?
For Florida Medicaid, call DCF at 850-300-4323 to request a new card. You can also print temporary cards from your online account.