CONTACTS 
0202 - Thelen, Reid & Priest LLP            415 392 6320                                                                                                              O-00000043 0201
020201 - Mr. David Buoncristiani, Esq.                                                                                                                                    O-00000043 0201
020202 - dbuoncristiani@thelenreid.com                                                                                                                                    O-00000043 0201

SUBJECTS
Kathleen and Bob

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 17 0000, ref SDS 16 0000.
040502 -
040503 - LCED indicates they cannot assist in filing to qualify for disability
040504 - benefits.  They only help secure benefits, after medicare status is
040505 - established.  Researched counsel for filing disability claims under
040506 - Social Security.  Tried the Internet and found a site for Medicare,
040507 - but got a message the site is not available.  Called number for Social
040508 - Security given on the web site, and got message that all circuits are
040509 - busy to call back later.
040510 -
040511 -    [On 991105 got requirements and possible counsel to support filing.
040512 -    ref SDS 20 0001]
040513 -
040514 -
040515 -
0406 -
0407 -
0408 - Discussion
0409 -
040901 -  ..
040902 - Medicare - Filing for Retroactive Coverage
040903 -
040904 - Follow up ref SDS 17 4866.
040905 -
040906 - Legal Center for Elderly and Disabled       916 488 5298
040907 -
040908 - Left message for Dick Wexler or Mary Clark to call back.
040909 -
040910 - Dick feels we should apply for...
040911 -
040912 -
040913 -              Retroactive determination of medicare disability
040914 -
040915 -
040916 - We need the medical and work history from Kathleen.
040917 -
040918 -
0410 -
0411 -
0412 - 0937 called back
0413 -
041301 - Talked to Martha.
041302 -
041303 - She said Dick Wexler is not in today.
041304 -
041305 - Mary Clark is in a meeting.
041306 -
041307 - She will have an "Input" counselor call us back.
041308 -
041309 -
041310 -
041311 -  ..
0414 -
0415 -
0416 - 0951 called Madeline Davis         916 446 6462
0417 -
041701 - In my call this morning on will issues. ref SDS 18 1386
041702 -
041703 - Explained the need to develop entitlement under medicare, per planning
041704 - yesterday. ref SDS 17 2880
041705 -
041706 - Madeline said medicare law is not her specialty, but she can give us
041707 - the name of someone with experience in this area.
041708 -
041709 - Madeline was not familiar with the filing suggested by Dick Wexler at
041710 - the Legal Center for..., yesterday. ref SDS 17 8352
041711 -
041712 - We decided that she will focus on the immediate problem of getting
041713 - Bob's will and power of attorney issues resolved this morning.  This
041714 - will provide experience and information working with the Swanson's so
041715 - that she can better advise on the medicare issue.
041716 -
041717 -
041718 -
041719 -  ..
0418 -
0419 -
0420 - 1146 received call from Helen at...
0421 -
042101 - Legal Center for Elderly and Disabled       916 488 5298
042102 -
042103 - Helen said she reviewed the file Dick prepared yesterday for Mary
042104 - Clark on Bob's situation. ref SDS 17 2880
042105 -
042106 - She feels Bob may entitled to coverage, as Dick suggests, but LCED
042107 - cannot help Bob apply for medicare entitlement. ref SDS 17 8352  She
042108 - said that is the work LCED does.
042109 -
042110 - Helen said LCED only helps people already signed up for medicare get
042111 - their benefits.  They make sure the hospital is doing a good job and
042112 - that sort of thing.  They do legal work on the scope of coverage, but
042113 - not on applying for medicare coverage, as involved with Bob's case.
042114 -
042115 -    [On 991110 HICAP has same scope of services. ref SDS 21 3158]
042116 -
042117 - She suggested contacting the social security office to get forms for
042118 - filing the application Dick suggested.  She said there are good
042119 - attorneys for this.
042120 -
042121 -
042122 -
042123 -
042124 -
0422 -
0423 -
0424 - 1204 find medicare lawyer
0425 -
042501 - Since Madeline indicated this morning that she is unfamiliar with
042502 - this area of the law, ref SDS 0 4331, we need to look for another
042503 - player.
042504 -
042505 - Alternatively, maybe we only need to contact the social security
042506 - office, get the forms and regs, and fill out the forms.
042507 -
042508 - Can we at least an initial consultation for direction on this.
042509 -
042510 - Sent ref DIT 1 0001 to Dave asking for comment.
042511 -
042512 -
042513 -
0426 -
0427 -
0428 - 1534 received call from Don Broder   916 446 2300  #241
0429 -
042901 - Don does not do a lot of work in elderly law.  He suggested
042902 - calling...
042903 -
042904 -
042905 -                    Trudy Nearn
042906 -                    916 563 7822
042907 -
042908 -                    Tom Anthony
042909 -                    916 962 2226
042910 -
042911 -
042912 -
042913 -  ..
0430 -
0431 -
0432 - 1554 called Trudy Nearn       916 563 7822
0433 -
043301 - Follow up referral from Don above, and from Madeline, ref SDS 18 1364,
043302 - in obtaining legal advice recommended by Legal Center for Elderly and
043303 - Disabled, above. ref SDS 0 4794
043304 -
043305 - The receptionist wants to schedule a meeting.
043306 -
043307 - I asked to visit with counsel about the circumstances of the case, per
043308 - the record on 991103. ref SDS 17 8352
043309 -
043310 - The receptionist will explain the situation to Trudy and see if she
043311 - will call us.
043312 -
043313 - Trudy did not call back, probably based on policy.  Possibly Madeline
043314 - can call Trudy and ask her to talk with me initially to review scope
043315 - of services toward scheduling a meeting.
043316 -
043317 -    [On 991105 Madeline Davis will call Trudy to facilitate meeting.
043318 -    ref SDS 19 6225]
043319 -
043320 -    [On 991105 followed up with Trudy. ref SDS 20 4866]
043321 -
043322 -
043323 -
0434 -
0435 -
0436 - 1600 called Tom Anthony               916 962 2226
0437 -
043701 - His office says he does not do anything in social security law.
043702 -
043703 -
043704 -
0438 -
0439 -
0440 - 1604 called Frada Bruton     916 444 8826
0441 -
044101 - Left message for Frada to call on the medicare issue, or to provide
044102 - another referral, following up her help this morning. ref SDS 18 0207
044103 -
044104 -
044105 -
0442 -
0443 -
0444 - 1602 called Patty
0445 -
044501 - Asked her to look for a social security office in the phone book and
044502 - call to see if there forms for making application for...
044503 -
044504 -
044505 -           retroactive determination of medical disability
044506 -
044507 -
044508 - If Patty can get the forms, she will pick up 10 or so forms, and mail
044509 - a bunch to me.
044510 -
044511 -
0446 -
0447 -
0448 - 1616 Patty called
0449 -
044901 - She was unable to find anything on Social Security in the phone book.
044902 -
044903 - She and Kathleen are going to the hospital to visit Bob.
044904 -
044905 -
0450 -
0451 -
0452 - 1626 Investigated Internet
0453 -
045301 - Found a web site for medicare.
045302 -
045303 - http://www.ssa.gov/pubs/10043.html
045304 -
045305 - It has a 24 hour phone number...
045306 -
045307 -
045308 -                         800-772-1213
045309 -
045310 -
045311 - There is another site...
045312 -
045313 -
045314 -                http://www.medicare.gov
045315 -
045316 -
045317 - This site may have publications, but we have been unable to log onto
045318 - the site, probably the site is too busy.
045319 -
045320 -
045321 -
045322 -
0454 -
0455 -
0456 - 1644 called social security      800-772-1213
0457 -
045701 - Called the number and after pressing the usual number of buttons, got
045702 - a message saying all circuits are busy, to call back later.
045703 -
045704 - We need help from experienced counsel.
045705 -
045706 -
045707 -
045708 -
045709 -
045710 -