CONTACTS 

SUBJECTS
Kathleen and Bob

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 17 0000, ref SDS 16 0000.
040502 -
040503 - Developed planning for managing finances, and payment of hospital
040504 - expenses for Bob's treatment.  Called Bob and he sounds better today
040505 - after treatment in the hospital.  Notified family to call him at the
040506 - hospital.
040507 -
040508 - Late PM got bad news on results of surgery, cancer is worse than
040509 - expected. ref SDS 19 4899
040510 -
040511 -
040512 -
040513 -
0406 -
0407 -
0408 - Discussion
0409 -
040901 -  ..
040902 - Bob Will Have Surgery Today for Pancreatic Cancer at 0300p
040903 -
040904 - Follow up ref SDS 17 2528, ref SDS 16 2528.
040905 -
040906 - Patty has reviewed the record for yesterday. ref SDS 17 0001
040907 -
040908 - Patty said that Kathleen wants to be at the hospital when the surgery
040909 - takes place.
040910 -
040911 - Patty asked if she can attend the meeting at 1600 with Polly, if we
040912 - can't get the meeting changed.
040913 -
040914 - We reviewed planning for today.
040915 -
040916 -     [In other record at 2314 surgery showed cancer is worse than
040917 -     expected. ref SDS 19 4899]
040918 -
040919 - ..
040920 - Consult counsel on following issues...
040921 - 
040922 -      1.  Control of Bob's assets to pay for medical treatment per
040923 -          planning on 991103. ref SDS 17 0002
040924 -
040925 -          Kathleen was up at 0330 this morning and has assembled
040926 -          documents showing a power of attorney from the Mother to Bob
040927 -          on handling stock assets.  There is also a will from the
040928 -          Mother to Bob.  Sounds like there are quite a few documents
040929 -          on power of attorney and a will, but not sure if there is
040930 -          anything on the issue of Kathleen managing family finances.
040931 -
040932 -          Patty will call Rick and explain Bob has been taken to
040933 -          emergency surgery scheduled for 1400.
040934 -
040935 -          Advise that Bob said last night that Kathleen has joint
040936 -          signature on all accounts, Kathleen is unaware of this, per
040937 -          the record on 991103. ref SDS 17 5110
040938 -
040939 -          Ask him what should be done to enable Kathleen to manage the
040940 -          account?  -- see below. ref SDS 0 2966
040941 -
040942 -            This got done, per below. ref SDS 0 2966
040943 -
040944 -            [Calling to expedite meeting with counsel. ref SDS 19 3988]
040945 -
040946 -
040947 -          ..
040948 -      2.  Medicare
040949 -
040950 -          Per planning yesterday, Kathleen will write up a history of
040951 -          Bob's medical visits, and other medical problems, plus his
040952 -          work history. ref SDS 17 4015 and discussion with Dick Wexler
040953 -          at Legal Center... ref SDS 17 2880
040954 -
040955 -          Working this is a separate issue. ref SDS 20 4866
040956 -
040957 -
040958 -
040959 - ..
040960 - Managing Family Finances
040961 - 
040962 -
0410 -
0411 -
0412 - 0740 Patty called back
0413 -
041301 - Per planning above, ref SDS 0 0002, Patty called and talked to Rick.
041302 -
041303 - She said he also goes by Fred, so there may be two different people.
041304 -
041305 - Rick or Fred said they need two different documents and he explained
041306 - what they need to say to give Kathleen joint signature on the account.
041307 -
041308 - He did not say anything about needing a power of attorney.
041309 -
041310 - Kathleen is preparing the documents.
041311 -
041312 - I suggested that after the documents are prepared, call Rick or Fred
041313 - back and read them the language to ensure it is correct, or at least
041314 - that they will acti on it.
041315 -
041316 - Kathleen will then take the documents to Bob at the hospital this
041317 - morning for signature and then fax the documents to Rick.
041318 -
041319 - A question that arises, is how many financial accounts with other
041320 - insitutions require this same kind of process?
041321 -
041322 -
041323 -
041324 -  ..
0414 -
0415 -
0416 - 0848 Kath called back
0417 -
041701 - She read the language recommended by Fred Mueller, who also goes by
041702 - the name of "Rick," and is the account manager for their retirement
041703 - account.
041704 -
041705 - Turns out they only need a single document.
041706 -
041707 - Fred approved the language, but pointed out he is not a lawyer.
041708 -
041709 - I explained efforts to engage an attorney. ref SDS 19 3988
041710 -
041711 - Kathleen plans to visit Bob at 0930 this morning, and have him sign
041712 - the document.   She will fax it to Fred from the hospital.
041713 -
041714 - Kathleen said surgery is now scheduled for after 1500, rather than
041715 - 1400, which gives us more time.
041716 -
041717 - If we cannot get counsel involved by 0930, Kathleen will call from
041718 - the hospital when she arrives.
041719 -
041720 - Patty just returned from the store with the forms for a will.
041721 -
041722 - Patty began crying, so we ended the conversation.
041723 -
041724 -   [Got counsel engaged. ref SDS 19 4424]
041725 -
041726 -
041727 -
041728 -
041729 -  ..
041730 - Bob Sounds Better - Good Spirits
041731 -
0418 -
0419 -
0420 - 0934 called Bob at Mercy San Juan    888 800 7688
0421 -
042101 - Got put on hold.
042102 -
042103 - Called information and got another number...
042104 -
042105 -                   916 537 5123
042106 -
042107 - ...they said to call
042108 -
042109 -                   916 537 5000
042110 -
042111 - Bob is in room 5532.
042112 -
042113 - Talked to Bob.
042114 -
042115 - He sounded much better this morning than during our call on 991102.
042116 - ref SDS 16 9066, reflecting improvement last night. ref SDS 17 0819
042117 -
042118 - Explained I know he has a big day today.  We are all pulling for him,
042119 - and wishing him well.
042120 -
042121 - Mentioned I have a new video game for his computer...
042122 -
042123 -
042124 -                    Doctors and Nurses, The Untold Story
042125 -                    The Fun Side of Medicine!!
042126 -
042127 -
042128 - Bob feels this is an interesting title, with lots of possibilities.
042129 -
042130 - Federal law prohibits detailed explanation, but Bob is looking forward
042131 - to applying skills from the Tiger Woods golf game.  He feels the
042132 - nuances -- starting the girls out on the irons, and then working them
042133 - into the woods -- will come in handy in learning the new game on
042134 - Doctors and Nurses.
042135 -
042136 - Said we will talk soon again.
042137 -
042138 -     [On 991108 called Bob at hospital. ref SDS 21 1920]
042139 -
042140 -
042141 -
042142 -
0422 -
0423 -
0424 - 1054
0425 -
042501 - Sent note to Kath and Patty with link to this record for orientation.
042502 -
042503 -    There are links to record on...
042504 -
042505 -              legal counsel. ref SDS 19 0001
042506 -
042507 -              medicare issue. ref SDS 20 4866
042508 -
042509 -
042510 - Sent copy to Mother and Bob with phone number to call Bob.
042511 -
042512 - Got email from Mother tha she and Bob are driving up to visit Kath
042513 - and Patty.
042514 -
042515 -
042516 -
042517 -  ..
0426 -
0427 -
0428 - 1232 called Kathy and Amy
0429 -
042901 - Left message they can call Bob at hospital before 1500 to wish him
042902 - well, per Amy's letter last night that email is not a good vehicle for
042903 - them. ref SDS 18 3285
042904 -
042905 -   [See call in other record on Bob's surgery delayed. ref SDS 19 3840]
042906 -
042907 -
042908 -
042909 -
042910 -
042911 -