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Future Care Planning Services

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Future Care Planning Services Reviews (4)

On November 16, our office received a Revdex.com letter dated November 8, I had the opportunity to review the complaintIn regards to the November email referenced in the letter, I apologize for not responding to the email in questionThis was an inadvertent mistake as there were multiple emails and phones calls within our office from [redacted] and I thought the inquiry had been resolvedIn regards to [redacted] 's desired settlement: returning the funds in the beneficiary's accountThis is not an option our office is able to honorIn accordance with State regulation, Social Security Administrations Program Operations Manual (POMs) (SI 01120.203B.3.a) and Future Care policy and procedure, no disbursements can be made from the Beneficiary's trust account even if the expense was incurred prior to a beneficiary's death dateUnfortunately, the expense in question: gas and electric bill cannot be authorized due to the Beneficiary's deathA copy of our information and procedures was provided to [redacted] at time of joining the Future Care TrustThe beneficiary, signed our checklist which is an acknowledgement and agreement that the information and procedures had been readThe Future Care welcome letter and information packet was mailed to [redacted] for her reference at the time her mother, [redacted] joined our Trust this past April The following email along with a copy of our information and procedures was emailed October 20, in response to [redacted] 's inquiry regarding funeral expenses"Per the Community trust policy, once a beneficiary passes away the trust account is terminated and all request stopsThe funds are retained by the Trust to further its purposePlease see page of the attached document." It saddens me to have received this complaintFuture Care extends its condolences to [redacted] as she continues to grieve the loss of her mother, [redacted] I personally had the opportunity to speak with [redacted] both via phone as well as through email on multiple occasions throughout the time we served [redacted] and I felt it an honor to have been able to work with [redacted] and her motherUpon review of the file, our office accommodated requests and from my perspective built a positive, professional and respectful working relationship with this [redacted] Respectfully Yours, Jennifer HMPA Trust Administrator

We are legal counsel to Future Care Planning Community Pooled Supplemental Needs Trust ("FCPT**)I have read all of the correspondence in the captioned matterWhile FCPT is eager to resolve the complaint by *** *** on behalf of her mother's trust, FCPT is organized under federal and New York State laws which specifically control the action which can be undertaken by the TrustThe Trustees of FCPT completely understand *** ***'s position and wish we could resolve this issue in the manner she wishesUnfortunately, FCPT is prohibited by both federal and state law from doing soThis was previously communicated to you by our trust Administrator, Jennifer H., MPA, in her letter dated November 18, and November 28, Despite reciting the contractual agreement and the specific law prohibiting a resolution pursuant to Ms***'s wishes, the complainant is not satisfied with the resultThe Trustees cannot violate the law and break their fiduciary obligations to resolve this matter along the lines demandedI trust you have received a more than adequate response and you will close your fileVery Truly Yours, Dutcher & Zatkowsky

I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this does not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
My Mom, [redacted] was a client of Future Care for 6.5 months and Future Care was paid $30 per month (which is actually more than other similar Agencies) to send out on average 3 checks per month.  They (Future Care) absolutely should not be allowed to keep the remaining funds in [redacted]'s account to "further its purpose" particularly when there is an outstanding gas and electric bill that reflects gas and electric usage while [redacted] was alive. It is unconscionable that Future Care be allowed to keep over $2200.00 as some sort of BONANZA for only 6.5 months of service.
I have looked over the document that Future Care referenced and what it actually states is that "the Trust shall pay to the State(s) from such remaining amounts in the account an amount equal to the total amount of medical assistance paid on behalf of the individual under the State Medicaid plan(s)".  Additionally, I have spoken with [redacted]'s Medicaid Worker at the Department of Social Services in [redacted], NY and the Worker agrees that any funds left in [redacted]'s account must be forwarded to NY State.
Regards,
[redacted]

On November 16, 2016 our office received a Revdex.com letter dated November 8, 2016. I had the opportunity to review the complaint. In regards to the November 3 email referenced in the letter, I apologize for not responding to the email in question. This was an inadvertent mistake as there were multiple...

emails and phones calls within our office from [redacted] and I thought the inquiry had been resolved. In regards to [redacted]'s desired settlement: returning the funds in the beneficiary's account. This is not an option our office is able to honor. In accordance with State regulation, Social Security Administrations Program Operations Manual (POMs) (SI 01120.203B.3.a) and Future Care policy and procedure, no disbursements can be made from the Beneficiary's trust account even if the expense was incurred prior to a beneficiary's death date. Unfortunately, the expense in question: gas and electric bill cannot be authorized due to the Beneficiary's death. A copy of our information and procedures was provided to [redacted] at time of joining the Future Care Trust. The beneficiary, signed our checklist which is an acknowledgement and agreement that the information and procedures had been read. The Future Care welcome letter and information packet was mailed to [redacted] for her reference at the time her mother, [redacted] joined our Trust this past April 2016. The following email along with a copy of our information and procedures was emailed October 20, 2016 in response to [redacted]'s inquiry regarding funeral expenses. "Per the Community trust policy, once a beneficiary passes away the trust account is terminated and all request stops. The funds are retained by the Trust to further its purpose. Please see page 6 of the attached document." It saddens me to have received this complaint. Future Care extends its condolences to [redacted] as she continues to grieve the loss of her mother, [redacted]. I personally had the opportunity to speak with [redacted] both via phone as well as through email on multiple occasions throughout the time we served [redacted] and I felt it an honor to have been able to work with [redacted] and her mother. Upon review of the file, our office accommodated requests and from my perspective built a positive, professional and respectful working relationship with this [redacted]. Respectfully Yours, Jennifer H. MPA Trust Administrator

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Address: 1000 Elmwood Ave, Rochester, New York, United States, 14620-3042

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