CONTACTS 
0202 - James A. Walker Law Offices          530 889 0441                                                                                                                  O-00000729 0101
020201 - Mr. James A. Walker, Esq.                                                                                                                                        O-00000729 0101
020202 - jamesw@eldercareresources.com                                                                                                                                    O-00000729 0101
0203 - James A. Walker Law Offices          530 889 0441                                                                                                                  O-00000729 0201
020301 - Ms. Katie Lynch                                                                                                                                                  O-00000729 0201
020302 - katiel@eldercareresources.com                                                                                                                                    O-00000729 0201
0204 - Harris & Brixie Law Office           916 658 1880                                                                                                              O-00000728 0102
020401 - Mr. Peter Brixie, Esq.                                                                                                                                           O-00000728 0102
020402 - bulldog@sna.com                                                                                                                                                  O-00000728 0102

SUBJECTS
Kathleen and Bob
Social Security Disability

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 35 0000, ref SDS 32 0000.
050602 -
050603 - The doctor now plans to keep Bob in the hospital over the weekend,
050604 - rather that discharge him for home care on Friday.  Bob objects to
050605 - further treatment.  Kathleen and Madeline were unable to talk
050606 - yesterday about estate planning; Kathleen will be home all day today,
050607 - and so should be able to talk to Madeline on this.  Kathleen has
050608 - received Social Security Disability forms and will prepare them for
050609 - the meeting on on 991117 1330.  James Walker's office did not receive
050610 - the letter on hiring the firm for a Medical claim.  Millie faxed the
050611 - letter. Scheduled meeting with James Walker for 991117 0900 on filing
050612 - a Medical claim and reviewing Social Security disability filing.
050613 - Coordinated Walker responding to CMISP letter.
050614 -
050615 -
050616 -
050617 -
050618 -
0507 -
0508 -
0509 - Discussion
0510 -
051001 -  ..
051002 - Review the Record for Orientation on Status and Planning
051003 -
051004 - Follow up ref SDS 35 2544, ref SDS 32 2544.
051005 -
051006 - Kathleen said this morning that the computer is working.  She still
051007 - has not reviewed the record, because things were hectic yesterday.
051008 -
051009 - She will review the record this morning, per planning on 991106.
051010 - ref SDS 26 2544
051011 - ..
051012 - I explained the telecon with James Walker yesterday about filing
051013 - for Medical. ref SDS 35 3135
051014 -
051015 - Advised Peter Brixie has not returned calls since Monday, per
051016 - yesterday. ref SDS 35 4866
051017 -
051018 - Advised of letter to James Walker setting meeting with James at his
051019 - office in Auburn on 991116. ref DIP 13 0001
051020 -
051021 - Kathleen will review this today now that her computer and email system
051022 - are back online.
051023 -
051024 - Madeline left several messages for Kathleen yesterday, and each time
051025 - Kath called back, Madeline was not available.  So they played "phone
051026 - tag," because Kath was at the hospital with Bob. ref SDS 36 0001
051027 -
051028 - She slept at home for the first time last night to see how Bob would
051029 - do by himself over night.  She got 5 or 6 hours sleep.  However, the
051030 - hospital wants her to stay at the hospital again tonight, because it
051031 - didn't go very well last night.
051032 -
051033 -
051034 -
051035 -
051036 -  ..
051037 - Doctor Plans to Keep Bob Hospitalized for Another Week
051038 - Bob Has Continued Emotional Difficulties, Refusing Treatment, Tests
051039 -
051040 - Follow up ref SDS 35 5328, ref SDS 32 5328.
051041 -
051042 - Kathleen said Doctor Fogelberg has ordered some tests for guiding
051043 - treatment, but Bob is objecting to further treatment.
051044 -
051045 - The nursing staff is getting frustrated.  Patty mentioned on 991106
051046 - that nurses have commented on this. ref SDS 26 0855
051047 -
051048 - Kath indicated the Doctor feels Bob should stay in the hospital
051049 - through the weekend until Monday or Tuesday, and perhaps for the week,
051050 - depending upon how things go.  So he is not coming home tomorrow and
051051 - this is upsetting for everyone, especially Bob.  Last night Doctor
051052 - Fogelberg indicated plans to release Bob for home care tomorrow.
051053 - ref SDS 35 4070
051054 -
051055 -    [On 991112 Doctor explains prognosis to Bob, he wants to come home.
051056 -    ref SDS 38 5328]
051057 -
051058 -
051059 -  ..
051060 - Medicare Application Forms for Disability Received
051061 -
051062 - Follow up ref SDS 35 4866, ref SDS 32 4866.
051063 -
051064 - Kathleen has the forms to apply for Social Security Disability for Bob,
051065 - which were requested on 991108. ref SDS 29 1107
051066 -
051067 - She feels they are fairly simple to fill out.
051068 -
051069 - She said they just require a one year history of medical disability.
051070 -
051071 - We reviewed the record that for people under 65 we need 2 years, and
051072 - so have to file for...
051073 -
051074 -
051075 -            retroactive determination of medicare disability
051076 -
051077 -
051078 - ...under social security, per planning on 991106. ref SDS 26 4672
051079 -
051080 - Per discussion with Walker yesterday, discussed above, ref SDS 0 4386,
051081 - it appears an application to Medical should be made.  This has been
051082 - conveyed to James Walker in the letter yesterday. ref DIP 13 0001
051083 -
051084 - Kathleen can proceed with preparing a Medicare disability application,
051085 - and attend the meeting with the Carmichael office of Social Security
051086 - on 991117, which was scheduled on 991108. ref SDS 29 1107
051087 -
051088 - The only question is what level of support Peter Brixie can, will or
051089 - should provide.
051090 -
051091 -     (below Kath has meeting with Walker on 991117 0900 and he can
051092 -     provide guidance on filling out the forms. ref SDS 0 0855)
051093 -
051094 -
051095 -
051096 -  ..
051097 - Assemble Evidence of Disability
051098 -
051099 - Follow up ref SDS 35 2850, ref SDS 32 2850.
051100 -
051101 - Kathleen can prepare the forms and make the submission for Medicare
051102 - disability on 991117, per schedule on 991108. ref SDS 29 1107
051103 -
051104 - At the meeting the Social Security representative will indicate
051105 - additional evidence needed to support the filing.
051106 -
051107 - Maybe this can be discussed with Peter.
051108 -
051109 -     (below Kath may be able to do this review with James Walker at
051110 -     meeting Walker on 991117 0900 and he can provide guidance on
051111 -     filling out the forms to support meeting with Social Security at
051112 -     1330 in the afternoon. ref SDS 0 0855)
051113 -
051114 -
051115 -
051116 -
051117 -  ..
0512 -
0513 -
0514 - 1308 called Peter
0515 -
051501 - Left message that forms to apply for Social Security disability have
051502 - been received.
051503 -
051504 - Asked Peter to call about helping to prepare a filing, per his
051505 - suggestion on 991108. ref SDS 29 0312
051506 -
051507 -
051508 -
051509 -
051510 -
051511 -  ..
051512 - James Walker Developed Plan under Medical for Bob - $15K
051513 -
051514 - Follow up ref SDS 35 3966.
051515 -
051516 - After talking to Kathleen above...
0516 -
0517 -
0518 - 0921 called James Walker's office
0519 -
051901 - Talked to Katie Lynch.
051902 -
051903 - Katie remembered me from our discussions on 991105. ref SDS 25 5933
051904 -
051905 - I thanked her for following up with James and providing accurate
051906 - information so that he could determine if he could effectively
051907 - represent Bob.  Katie's work facilitated a constructive discussion.
051908 - ref SDS 35 3966
051909 -
051910 - I explained that the letter to James, ref DIP 13 0001 was reported
051911 - this morning as not having been delivered, but the system is still
051912 - trying.  This sometimes means the email directory is full.
051913 -
051914 - She would like to get the letter to James so she can review it and
051915 - include it in the case file, and be prepared to discuss details with
051916 - James when he calls from his travels.
051917 - ..
051918 - Katie asked if we have heard from the County?
051919 -
051920 - I explained that Kathleen received a letter addressed to Bob from
051921 - CMISP on 991107. ref SDS 27 4866   The letter requires a response on
051922 - 991115, and so the letter to James yesterday, asks for guidance on
051923 - making a timely response. ref DIP 13 0338
051924 -
051925 - Katie needs the letter.
051926 -
051927 - Kathleen faxed the letter to Madeline Davis, who yesterday advised it
051928 - should be reviewed by counsel handling medical expenses. ref SDS 36
051929 - 6080  Yesterday, after talking to James, I called back and left a
051930 - voice mail about the CMISP matter. ref SDS 35 0899
051931 - ..
051932 - I will notify Madeline to fax the CMISP letter to Katie.
051933 -
051934 -    This is done in the letter to Katie. ref DIT 1 1260,
051935 -
051936 -       [On 991112 Madeline faxed letter to Katie. ref SDS 38 6068]
051937 -
051938 - Katie gave her email address...
051939 -
051940 -
051941 -                      530 889 0284
051942 -
051943 -
051944 - I sent ref DIT 1 0001 to Katie transmitting the letter to James
051945 - Walker, ref DIP 13 0001, with a link to our discussion. ref SDS 35
051946 - 3966
051947 -
051948 - Sent copies to Madeline about faxing the CMISP letter to Katie.
051949 -
051950 - Sent copy to Kathleen and to Patty.
051951 -
051952 -
051953 -
0520 -
0521 -
0522 - 1145 called Katie back
0523 -
052301 - She hasn't received the email.
052302 -
052303 - They think there is definitely something wrong with the computer
052304 - system.  A technician is coming today to fix it.
052305 -
052306 - Katie will call Millie and request she print the letter for James
052307 - Walker and the attached SDS record, per planning above.
052308 -
052309 -
052310 -
0524 -
0525 - 1305 Millie here for lunch
0526 -
052601 - She got a call from Katie.  She logged onto the Internet, got the
052602 - letter to James, and printed it.  She clicked on the link to the
052603 - record of the discussion yesterday, ref SDS 35 0001, and printed that
052604 - also.  She faxed both documents to Katie.
052605 -
052606 -
0527 -
0528 - 1316 received call fro Katie
0529 -
052901 - She has the fax from Millie, and asked for assistance finding the part
052902 - of the record on the discussion with James. ref SDS 35 3966
052903 -
052904 - I explained to look for line 052248.
052905 -
052906 - Katie said that's easy.  She read some of the information, and said
052907 - James will like this kind of record.  This will help her prepare for
052908 - explaining the case when James calls in later today.
052909 -
052910 - Katie has not heard from Madeline about the getting a fax of the CMISP
052911 - letter, per above. ref SDS 0 1440
052912 -
052913 - I gave her Madeline's phone number to coordinate directly.
052914 -
052915 -
052916 -                      916 446 6462
052917 -
052918 -
052919J- Scheduled Meeting with James Walker for 991117 0900
052920 -
052921 - Katie asked if we should set up a meeting now for 991116 at the
052922 - Auburn office.
052923 -
052924 - I indicated that is our general plan as set out in the letter to
052925 - James. ref DIP 13 6768
052926 - ..
052927 - Katie suggested meeting on 991117 0900 because James can meet
052928 - Kathleen in the Sacramento office on Watt, which would save Kathleen a
052929 - 45 minute drive to the Auburn office.
052930 -
052931 - I agreed to that.
052932 -
052933 -      [On 991112 advised Kath meeting is in Sac not Auburn. ref SDS 38
052934 -      2544]
052935 -
052936 - Katie will send Kathleen a postcard confirming the meeting with
052937 - directions.
052938 -
052939 -
052940 -      ..
052941 -     Walker Provides Guidance on Filing Medicare Forms
052942 -
052943 -     This will permit Kathleen to get some guidance on filling out the
052944 -     Medicare Disability forms received today, per above, ref SDS 0
052945 -     4866, prior to the meeting with the Social Security office on
052946 -     991117 at 1330, per planning on 991108. ref SDS 29 1107
052947 -
052948 -
052949 -  ..
052950 - Kathleen Needs Support of Family Member, Friend at Meeting
052951 -
052952 - Katie asked if Kathleen can bring someone to support her in the
052953 - meeting, a family member or friend?
052954 -
052955 - I indicated that our cousin, Rita, may be able to attend the meeting
052956 - with Kathleen.  We will also try to arrange for Kathleen's daughter,
052957 - Patty, to visit for a few days from Southern California, and in that
052958 - case she will attend the meeting.  Patty has been a big help and is
052959 - effective on these matters.  I can visit on the phone to review case
052960 - history, as needed.
052961 -
052962 -    [On 991112 completed planning for Kath and Rita to attend the
052963 -    meeting. ref SDS 38 5312]
052964 -
052965 - Katie said she can arrange this.
052966 -
052967 -
052968 -
052969 -  ..
052970 - Retaining James Walker OA 991117
052971 - Medical Requires Audit and Paydown to a Limit of $83K
052972 -
052973 - Katie asked if we intend to hire the firm at the meeting?
052974 -
052975 - We discussed our intent to give James a fuller picture of the scope of
052976 - services and level of effort required, so he can advise Kathleen about
052977 - the best way to minimize cost.  Katie advised that James guarantee of
052978 - success, which he cited yesterday, ref SDS 35 7178, is included with
052979 - retainer agreement.  Following the meeting, we will notify the firm
052980 - later that day or the following day on the payment method.
052981 -
052982 - Katie indicated that Medical will required an audit of finances.
052983 - Funds above $83K may have to be managed in some way to avoid
052984 - excessive payout of family retirement funds.
052985 -
052986 - James pointed out yesterday, that accomplishing his plan under Medical
052987 - requires accomplishing a lot work before the end of November,
052988 - ref SDS 35 7178, so we realize immediate action on hiring Walker is
052989 - needed.
052990 -
052991 -
052992 -
052993 -
052994 -
052995 -
052996 -