THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: November 7, 1999 02:24 PM Sunday; Rod Welch

Called Trudy Nearn's office for meeting tomorrow on Medicare for Bob.

1...Summary/Objective


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CONTACTS 

SUBJECTS
Kathleen and Bob
Social Security Disability

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 22 0000, ref SDS 19 0000.
050602 -
050603 - Per analysis in record on the letter from Kathleen, ref SDS 24 0800,
050604 - earlier today, and discussion with Naomi that Trudy is interested in
050605 - the case, ref SDS 22 4650 ...
050606 -
050607 - Called Trudy Nearn's office             916 563 7822
050608 -
050609 - Left message for Naomi to call about scheduling a meeting with Trudy
050610 - sometime tomorrow for Kathleen and Bob Welch.
050611 -
050612 - Trudy is near Kath's home, and is highly recommended.
050613 -
050614 - She charges $260 per hour.
050615 -
050616 -  ..
050617 - We will pay this to get Trudy's opinion if she can make a Social
050618 - Security disablity filing for Bob to obtain Medicare benefits to pay
050619 - current expenses, and whether Kathleen might get continuing surviving
050620 - spousal benefits.
050621 -
050622 -     [On 991108 called Trudy again. ref SDS 25 2268
050623 -
050624 -  ..
050625 - Does her office obtain all of the necessary forms, or can they
050626 - facilitate this, per telecon on 991105 with Social Security office,
050627 - ref SDS 22 0744, and with Peter Brixie, who wants the client to bring
050628 - forms to him. ref SDS 22 3713
050629 -
050630 - We will get an estimate of cost for making the filing.
050631 -
050632 - If she feels such a filing is not likely to be approved, she should
050633 - say that.
050634 -
050635 - We will also try to get an estimate of cost from Brixie, and compare
050636 - with prior filing for Kathleen.
050637 -
050638 - I will also call SF Neighborhood ... to get information from them,
050639 - per. ref SDS 22 0878
050640 -
050641 -
050642 -
050643 -
050644 -
050645 -
050646 -