ELDER LAW

 

2006 Update by:

Susan Dishler Shubin, Esq.

Legal Aid Bureau, Inc.

Towson, Maryland

 

Original Text by:

Luther Blackiston, Esq.
Susan Dishler Shubin, Esq.
Legal Aid Bureau, Inc.
Towson, Maryland

 

 

This book is dedicated to the memory of the late Luther Blackiston,
a giant of elder law for low-income seniors.

 

Table of Contents

I.     INTRODUCTION ............................................................... 7

II.    ETHICAL CONSIDERATIONS ....................................... 7

III.   ESTATE PLANNING ........................................................ 9

IV.   MANAGING PROPERTY AND INCOME ...................... 9

A.      Inter Vivos Transfers of Property ................................. 9

B.      Powers of Attorney .................................................... 10

1.    Competence ....................................................... 10

2.    Fiduciary duties .................................................. 11

C.      Guardianship ............................................................. 11

D.      Substitute Payees ..................................................... 12

V.    DEATH WITH DIGNITY — HEALTH CARE
DECISIONS ...................................................................... 12

A.      Health Care Decisions .............................................. 12

1.    Guardianship law ................................................ 12

2.    Health Care Decisions Act ................................. 13

B.      Suicide ....................................................................... 16

VI.   ABUSE AND EXPLOITATION ..................................... 16

VII. HOME EQUITY CONVERSION — REVERSE
MORTGAGES .................................................................. 18

VIII. PAYING FOR HEALTH CARE ..................................... 19

A.      Private Insurance ....................................................... 19

B.      Routine Medical Care and Prescription Drug
Coverage ................................................................... 20

1.    Routine Medical Care ......................................... 20

2.    Prescription Drug Coverage .............................. 20

C.      Original Medicare and Medicare Advantage .............. 22

D.      Hospital Care & Medicare Part A ............................... 22

E.      Medicare Part B ......................................................... 22

F.      Medicare — Nursing Home Care .............................. 23

G.      Medicare — Home Health Care and Hospice Care .. 24

IX.   MEDICAID IN MARYLAND — MEDICAL
ASSISTANCE .................................................................. 25

A.      Introduction ................................................................ 25

B.      QMB and SLMB ......................................................... 25

C.      Program Basics ........................................................ 26

D.      Eligibility and Coverage Rules ................................... 28

1.    Community medical assistance ........................ 28

a.   Eligibility ........................................................ 28

b.   Non-financial eligibility rules ......................... 28

c.   Income eligibility ........................................... 28

d.   Asset eligibility .............................................. 29

2.    Medical assistance — Long-term care .............. 30

a.   Medical eligibility — Nursing home
level of care .................................................. 31

b.   Income eligibility ........................................... 32

c.   Spousal allowance ....................................... 33

d.   Assets .......................................................... 34

e.   Disposal of assets (transfer of assets) ....... 38

f.    Liens ............................................................. 39

g.   Other unavailable assets issues .................. 39

X.    NURSING HOME RESIDENTS’ RIGHTS .................. 40

A.      Overview — The Interplay Between State and
Federal Laws ............................................................. 40

1.    Maryland law ....................................................... 40

2.    Federal law ......................................................... 41

B.      Nursing Home Residents’ Rights .............................. 42

1.    Admission and discharge ................................... 42

a.   Discrimination .............................................. 42

b.   PASARR — Pre-admission screening and
annual resident review ................................. 43

c.   Admission contracts .................................... 45


d.   Financial agents for applicants/residents ..... 47

e.   Fees and charges ........................................ 47

f.    Care plan ...................................................... 49

g.   Relocation to a different bed ........................ 50

h.   Involuntary discharge ................................... 51

i     Discharge planning ...................................... 52

2.    Residents’ Bill of Rights ..................................... 53

a.   Introduction ................................................... 53

b.   Residents’ finances ...................................... 54

c.   Medical information and records .................. 54

d.   Residents’ spouses ..................................... 55

e.   Residents’ personal property ....................... 55

f.    Grievances ................................................... 55

g.   Exercise of rights by a surrogate ................. 56

h.   Itemized statements ..................................... 56

i.    Late charges ................................................ 57

3.    Residents’ rights — Federal law ........................ 57

XI.   ALTERNATIVES TO NURSING HOMES ................... 59

A.      Continuing Care (Life Care) ...................................... 60

B.      Home Health Services ............................................... 60

C.      Adult Day Care .......................................................... 60

D.      Assisted Living ........................................................... 61

1.    What is assisted living? ..................................... 61

2.    Regulatory scheme ............................................ 61

a.   Introduction ................................................... 61

b.   What are the requirements for providers? ... 62

c.   What are the rights and other protections
for the resident? ........................................... 62

E.      Residential Rehabilitation Facilities, Assisted
Living Units, Etc. ........................................................ 62

XII.    BIBLIOGRAPHY ........................................................... 63

XIII.   RESOURCES FOR FURTHER INFORMATION
  OR PUBLICATIONS .................................................. 64

XIV.  INFORMATION ON THE WEB ................................... 65


XV. APPENDIX ....................................................................... 65

Form 1.    Maryland Advance Directives — Information
from the Attorney General .................................. 66

Form 2.    Advance Directive Part A ................................... 72

Form 3.    Advance Directive Part B ................................... 75

Form 4.    Living Will ........................................................... 78

Form 5.    Maryland Advance Directive for Mental Health
Treatment ........................................................... 80

Form 6.    Maryland General Durable Power of Attorney
Form ................................................................... 87

Form 7.    General Power of Attorney Form ....................... 95

Form 8.    Special Power of Attorney Form ........................ 96

Form 9.    Power of Attorney Revocation Form .................. 97

Form 10. Patient’s Plan of Care Form —
Statutory Provisions ........................................... 98

Form 11. Patient’s Plan of Care Form ............................. 102

Form 12. List of Maryland Attorney General Opinions
and Letters of Advice ........................................ 108