Thursday Mar 09, 2023

Helping Medicare Clients Who Have Powers of Attorney or Conservatorships

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You assist your clients with a lot, but you can't do everything for them. At a certain point clients may be unable to make major life decisions. Learn all about power of attorney and conservatorships and how to navigate those interactions as an insurance agent.

Cases of Financial Exploitation, Neglect, and Abuse of Seniors: https://www.gao.gov/assets/gao-10-1046-highlights.pdf

Conservatorship and Guardianship: https://www.caregiver.org/resource/conservatorship-and-guardianship/

Guardianship and Conservatorship FAQs: https://www.lawhelp.org/dc/resource/guardianship-and-conservatorship-frequently-a

National Center on Elder Abuse Research, Statistics and Data: https://ncea.acl.gov/What-We-Do/Research/Statistics-and-Data.aspx#prevalence

Power of Attorney: https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/

Power of Attorney is Not Enough for Medicare: https://www.sjslawpc.com/2020/08/25/power-of-attorney-is-not-enough-for-medicare/

Rules and Model Language for “Proof of Representation” vs. “Consent to Release” for Medicare Secondary Payer Liability Insurance (Including Self-Insurance), No-Fault Insurance, or Workers’ Compensation: https://www.cms.gov/files/document/por-vs-ctrpdf

Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan: https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414

What is a Conservatorship? https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414

What is a medical power of attorney? https://www.freewill.com/learn/what-is-a-medical-power-of-attorney

What is a Representative Payee and Who Can Become One? https://www.ncoa.org/article/what-is-a-representative-payee-and-who-can-become-one