For Professionals

For Professionals

Referring to SRC Can Benefit Your Clients

If you are a professional caring for an elder or advising families on related legal1, financial2 or care matters, we can help identify those who may benefit from SRC, and welcome you to participate in the planning process.

We encourage professionals to maintain their respective relationships with the clients they refer to us. SRC will provide your clients with a no-cost initial consultation illustrating a collaborative approach to achieving their family’s goals. This may involve accompanying your client to the initial consultation and/or being updated as to their status.

By working with SRC, your clients benefit by:

  • preserving their professional relationship with you;
  • having access to our team of experts for a comprehensive approach and ongoing support for their long term care planning needs.

If you are a Case Manager, Social Worker, or Discharge Planner, you can also feel secure knowing that your patients are being fully supported through the transfer and discharge process as they receive our comprehensive guidance throughout the elder care continuum.

Typical Referral Profiles

SRC receives referrals from a broad spectrum of professionals. The following are three common referral profiles:

  • Elder Care Professionals
  • Financial Referral
  • Legal Referral

Elder Care Professionals Referrals

Referral from ASAP Case Manager

Solution: You have an 84 year old client, John, who lives at home with and is cared for by his 75 year old spouse, Janet. John is a client of the State Home Care program and you are able to provide 3 hours/week of companion services so that Janet can take a short break from her caregiving role. John’s level of care is increasing and Janet tells you she doesn’t know if she will be able to continue caring for him at home and she is thinking of placing him in a nursing facility.

You make a referral to Senior Resource Center and our team meets with Janet, John and two of their adult children. Through our confidential, no-cost consultation we learn that Janet and John own their house with no mortgage, they have $85,000 in the bank and they each have their own IRA which total another $70,000. We are able to explain to the family that in the event that John is admitted to a nursing facility we can ensure, following the rules set forth by Medicaid, that their house and all of their assets can be preserved in their control and John’s nursing home care will be covered by Medicaid. This will enable Janet to remain living in their home with enough assets to continue doing so for many years to come.

However, as our Case Manger was talking with the family it was clear that all were hoping to find a way to keep John at home. As John’s income was below $2,199 and he clinically qualified for the Home and Community Based Services Waiver, we were able to explain how we could file for Community Medicaid benefits for John. Our team was able to direct a restructuring of the couple’s assets in order for John to financially qualify for Community Medicaid and his 3 hours/week of services could expand to more than a dozen hours/week through the CHOICES Program. John is also now able to go to an Adult Day Health Program three days/week and Janet is no longer feeling burnt out; she now feels confident she will be able to keep John at home.

Through your referral to Senior Resource Center you have helped to keep a valued consumer living safely in the community and you have saved the family considerable expense and given them the peace of mind knowing their family home will be safe no matter what the future brings.

Referral from Rehab Hospital Case Manager

Solution: Your patient, Margaret, is an 82 year old widow with a fractured hip and severe spinal stenosis. Within a few days of her admission to your facility it becomes clear that even with the rehab you provide Margaret will not be able to return home safely and she will need long term care in a nursing facility. Margaret’s only daughter, Joan, is flying in from her home out of state and you would like to begin the discharge planning when she arrives. You know that Margaret owns a house and she has savings and retirement accounts and it appears she has done no estate planning.

You make a call to Senior Resource Center and speak with one of our Elder Law Attorneys. It is decided that it would be best if one of our teams, an Elder Law Attorney and Case Manager, comes to your facility and meets with Margaret and her daughter Joan. As a result of this comprehensive, no-cost initial consultation we are able to draft a Power of Attorney, Health Care Proxy, Universal HIPAA Release, a Will as well as begin an application for Long Term Care Medicaid.

Armed with these new Estate Planning documents, Margaret’s daughter Joan is now able to consolidate her mother’s bank accounts, close out her IRA, pay her bills and engage a Realtor to put her mother’s house on the market for sale. With our continued direction Joan is able to accomplish all of this in the two weeks her mother has been receiving care at your facility. With the guidance of our Case Manager, Joan has also visited several nursing facilities and has decided on two she would feel good about her mother going to.

By the time Margaret is ready to discharge from your facility Senior Resource Center’s Benefits Coordinator has enough information to file a Medicaid application and we are able to assure the nursing homes that Margaret can privately pay for the first two months and she will then be approved for Long Term Medicaid. The nursing homes are now more likely to offer a bed given the assurance of a stable payment source. Even after assisting with Margaret’s transition to long term care we continue working with Margaret and her daughter Joan; once Margaret’s house is sold we are able to restructure the proceeds from the sale of her house into a special Medicaid approved D4C Pooled trust; Medicaid is paid back at Margaret's passing; still leaving a small inheritance to her children.

Referral from a Financial Advisor2

Situation: A financial advisor’s elderly client had concerns about using a large amount of his liquid assets to pay for his wife’s care at home. While the client’s questions were primarily focused on interest bearing accounts, the advisor, having recently attended one of SRC’s educational seminars on asset preservation, suggested that the family give us a call.

SRC Solution: We provided guidance to the financial advisor’s client on how to:

  • protect the home under the current Medicaid laws,
  • preserve and extend the available liquid assets to maximize care dollars, and
  • advise on care options and/or appropriate alternative living environments

Referral from an Attorney1

Situation: The attorney received a call from the son of elderly clients who called and asked about drafting a Power of Attorney.

When the attorney inquired about the circumstances surrounding this request, the son explained his family’s need to access his father’s finances to pay for care in a nursing home. Recognizing that this family could benefit from more than a standard legal document, the Attorney contacted SRC.

SRC Solution: We talked about working together to help:

  • protect the home and other assets for the benefit of the wife at home under the current Medicaid laws,
  • obtain Medicaid benefits for the husband to pay for his care at the nursing home
  • coordinate the updating of the wife's legal documents to protect the family home and other assets




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1) Senior Resource Center, Inc. (SRC) is not a law firm, but is affiliated with Falco & Associates, P.C. SRC provides a legal overview of potential legal issues and may make a referral to Falco & Associates, P.C. or a law firm of the individual’s choice if legal work is necessary. Services provided by SRC are not legal services and the protections of the lawyer-client relationship do not exist with regards to these services.
2) Senior Resource Center, Inc. (SRC) and its employees are not registered investment advisors, nor do we offer or sell securities.