legal issue spotting for information and referral specialists david godfrey senior attorney american...
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Legal Issue Spotting for Legal Issue Spotting for Information and Referral Information and Referral
Specialists Specialists David GodfreySenior Attorney
American Bar AssociationCommission on Law and Aging
Godfreyd@staff.abanet.org
Getting to Know YouGetting to Know You
NameNameProgramProgramFromFromWork Work Something we would never know Something we would never know
about you if you didn’t tell usabout you if you didn’t tell us
Why Legal Issue SpottingWhy Legal Issue Spotting
Holistic view of client services Holistic view of client services It takes a village to help a clientIt takes a village to help a client
Integrated point of entry Integrated point of entry One stop shopOne stop shopIntegrated referral networksIntegrated referral networks
Why Legal Issue SpottingWhy Legal Issue Spotting
Treating the cause rather then the Treating the cause rather then the symptomssymptoms Many non-legal problems are caused by Many non-legal problems are caused by
underlying issues with legal solutionsunderlying issues with legal solutions Many legal problems are not obviousMany legal problems are not obvious Many people are reluctant to admit that Many people are reluctant to admit that
they have “legal problems” they have “legal problems” A pattern of problems may lead to a legal A pattern of problems may lead to a legal
problem with access to services and problem with access to services and systems systems
No Man Is An Island No Man Is An Island
No one discipline has all of the No one discipline has all of the answers answers
Build referral networks for better Build referral networks for better client service client service
Diverse services Diverse services In houseIn houseReferral networksReferral networks
Formal Formal Informal Informal
Objectives Objectives
Develop the ability to identify Develop the ability to identify obvious and hidden legal issues obvious and hidden legal issues
Be able to identify underlying issuesBe able to identify underlying issuesLearn the basics of classifying legal Learn the basics of classifying legal
issues for appropriate referral issues for appropriate referral
Objectives (cont.)Objectives (cont.)
Classify the urgency of Classify the urgency of situation/when legal deadlines are situation/when legal deadlines are relevantrelevant
Understand the difference between Understand the difference between legal advice and legal information legal advice and legal information and why the distinction is importantand why the distinction is important
You’ve got to help me!You’ve got to help me!Role playRole play
The easy calls The easy calls
I need to talk to a lawyerI need to talk to a lawyer The other parent won’t allow me to see my The other parent won’t allow me to see my
childchild I need a divorceI need a divorce I need a Will and power of attorneyI need a Will and power of attorney I have been hurt I have been hurt I am being suedI am being sued I have been arrested I have been arrested I’m being evictedI’m being evicted
Are there any easy calls?Are there any easy calls?
Self identified legal problemSelf identified legal problemScreen for: Screen for:
Legal or non-legal Legal or non-legal Urgency/LegalUrgency/Legal deadlines deadlines Other non-legal needs and servicesOther non-legal needs and servicesMental Health issues Mental Health issues Eligibility for public or other benefits Eligibility for public or other benefits Classify for appropriate referral Classify for appropriate referral
Looking for Underlying Looking for Underlying Causes Causes
Social or health care problems that Social or health care problems that are being caused or aggravated by are being caused or aggravated by an underlying legal problem an underlying legal problem
Model: medical legal partnershipsModel: medical legal partnerships
Medical Legal Roots Medical Legal Roots
Example Example Chronic ear infectionsChronic ear infectionsLandlord providing intermittent heat in Landlord providing intermittent heat in
winter winter Fix the heat problem and the ear Fix the heat problem and the ear
infections become less frequent infections become less frequent
Non-Medical Non-Medical ExampleExample
Caller needs help with food or paying Caller needs help with food or paying utility bills. utility bills.
Standard solution is to connect with Standard solution is to connect with food or utility assistancefood or utility assistance
Holistic approach is to look for a Holistic approach is to look for a underlying or a systemic issueunderlying or a systemic issue
Look for problems with Look for problems with
IncomeIncomeExploitationExploitationAbuseAbuseLiving conditionsLiving conditionsDebtsDebtsThat complicate or aggravate health That complicate or aggravate health
problems or interfere with problems or interfere with independence and quality of life independence and quality of life
Systemic IssuesSystemic Issues
System wide pattern or practice that System wide pattern or practice that results in impairment of legal rightsresults in impairment of legal rights
Unfairly denying access to benefitsUnfairly denying access to benefits Interpretation of law or rulesInterpretation of law or rulesOffice or service access issuesOffice or service access issues Illegal discrimination Illegal discrimination
Possible Systemic CausesPossible Systemic Causes
Look for patterns of problems Look for patterns of problems LandlordsLandlords CourtsCourts Agencies (public and private social services)Agencies (public and private social services) Individuals Individuals
Consistently wrong answersConsistently wrong answers Denial of service Denial of service Unmet needUnmet need Disparate Treatment Disparate Treatment
What are we seekingWhat are we seekingPolicy changePolicy changeManagementManagementProject developmentProject developmentRegulations and statutes Regulations and statutes Community initiativeCommunity initiativeFaith and community based Faith and community based
organizations organizations Class action Class action
Case Studies Case Studies
Small GroupsSmall GroupsOnly one case per group Only one case per group 15 minutes in small groups15 minutes in small groupsAnswer the questions at the end and Answer the questions at the end and
any commentsany commentsSelect a spokesperson to report Select a spokesperson to report
Looking for hidden issues Looking for hidden issues
Problems come in clustersProblems come in clustersPeople seek help for the most recent People seek help for the most recent
or most pressing problem or most pressing problem
Screening QuestionsScreening Questions
IncomeIncomeAssetsAssetsWhat are they spending their money onWhat are they spending their money on
Detail is importantDetail is importantChanges in personal and household Changes in personal and household
incomeincomeChanges in family statusChanges in family statusAsk aboutAsk about at debts – mortgage issues at debts – mortgage issues
Why Money?Why Money?
Are they entitled to: Are they entitled to: IncomeIncomeBenefitsBenefitsAssistanceAssistance
Are they being exploited?Are they being exploited?
Income ScreeningIncome ScreeningMay be entitled to benefits May be entitled to benefits
SSI (disabled and household income below SSI (disabled and household income below limits)limits) Single $674 Couple $1011Single $674 Couple $1011 Minimal savings Minimal savings
SSDI (past work history, recently became SSDI (past work history, recently became permanently and totally unable to work) permanently and totally unable to work) Under age 62Under age 62 Must have worked in covered employmentMust have worked in covered employment Rules have changed on how long they must Rules have changed on how long they must
have worked have worked AndAnd How recently they must have worked How recently they must have worked
Child Support (biological parent not living Child Support (biological parent not living with child) with child) Minor child in homeMinor child in home Uncollected past support Uncollected past support
Medicare Savings Plans (QMB, SLMB) Medicare Savings Plans (QMB, SLMB) (income and assets)(income and assets) $866.67/ $1,166.67 $866.67/ $1,166.67 $1,040 / $1,400 $1,040 / $1,400
Food Stamps (supplemental nutritional Food Stamps (supplemental nutritional assistance Program SNAP)assistance Program SNAP)
Access Florida Access Florida
Housing assistance (various age or Housing assistance (various age or disability plus income &asset limits)disability plus income &asset limits)
Utility Assistance (age, disability plus Utility Assistance (age, disability plus low income & assets) low income & assets)
Home repair (various age, disability, Home repair (various age, disability, income and assets)income and assets)
Tax Exemptions Tax Exemptions
Tax exemptions, credits, deferrals (age, Tax exemptions, credits, deferrals (age, disability) disability)
State law entitles you to apply for an State law entitles you to apply for an additional exemption as a widow/widower. additional exemption as a widow/widower. Certain specified medical disabilities may Certain specified medical disabilities may also qualify for an additional exemption. also qualify for an additional exemption.
In addition, residents 65 and over whose In addition, residents 65 and over whose adjusted household income is in adjusted household income is in compliance with Florida Law (Section compliance with Florida Law (Section 196.075) may apply for an additional 196.075) may apply for an additional senior's exemption. senior's exemption.
Pensions Pensions Work history – past efforts to collectWork history – past efforts to collectEmployers gone out of business, Employers gone out of business,
merged, changed names merged, changed names Surviving spouseSurviving spouse
Lost benefits (SSI, SSDI, Medicaid)Lost benefits (SSI, SSDI, Medicaid)Have benefits been terminated or Have benefits been terminated or
reducedreducedExamine the reason why they were lost Examine the reason why they were lost
or reduced or reduced
Home Equity Conversion Home Equity Conversion Mortgage Mortgage
Reverse mortgageReverse mortgageAt least age 62At least age 62Significant equity in home (worth at Significant equity in home (worth at
least 1/3 more then is owed on it) least 1/3 more then is owed on it) Counsel to assure that this is a relatively Counsel to assure that this is a relatively
long term solution long term solution
Status of applicationsStatus of applicationsHave they applied? Have they applied?
No:No: Are they likely to be Are they likely to be
eligibleeligible Do they need help Do they need help
applyingapplying Is there an underlying Is there an underlying
issue that needs to be issue that needs to be resolved before they resolved before they can applycan apply
Barriers to applying Barriers to applying
YesYes What is the statusWhat is the status Is there something Is there something
missingmissing Have they been Have they been
denieddenied If so whyIf so why Might there be a legal Might there be a legal
solution to the reason solution to the reason for the denial for the denial
Can the facts be Can the facts be restructuredrestructured
Look for patterns of problems
BreakBreak
DebtsDebts
Car loansCar loansMortgages Mortgages Default balances Default balances Credits cardsCredits cardsStudent loansStudent loans Judgments or collections Judgments or collections
Can they take away my Can they take away my income?income?
Garnishment of incomeGarnishment of incomeExemptions SSA, SSI, Federal Pensions Exemptions SSA, SSI, Federal Pensions Exception: Debts owed to the Federal Exception: Debts owed to the Federal
GovernmentGovernmentBut, even then there are limits But, even then there are limits Bank accountsBank accountsIf they have received a notice of If they have received a notice of
garnishment action is time critical garnishment action is time critical URGENT URGENT
Other debts issues Other debts issues
Co-signed loansCo-signed loansStudent loansStudent loansCar loansCar loansPersonal loansPersonal loansMortgages Mortgages
Debts of a deceased spouseDebts of a deceased spouseWhat name is it in, did the deceased What name is it in, did the deceased
own anything at the time of death own anything at the time of death Term life insuranceTerm life insurance
Should they file Bankruptcy Should they file Bankruptcy
Is there any other reasonable way that they Is there any other reasonable way that they can repay the debts?can repay the debts?
If not:If not: Would they be able to repay all debts within Would they be able to repay all debts within
5 years?5 years? Or Or Lower income cancel all debts and start Lower income cancel all debts and start
over over Higher income, partial cancellation of debtsHigher income, partial cancellation of debts BR exemptions are state specific and vary BR exemptions are state specific and vary
dramatically from state to state. dramatically from state to state.
Consumer styles: Seeking Consumer styles: Seeking HelpHelp
Seek help to make good decisions to Seek help to make good decisions to avoid problemsavoid problems
Seek help when they have a problemSeek help when they have a problemSeek help only in a moment of crisisSeek help only in a moment of crisis
The Boy Who Cried Wolf There once was a shepherd boy who was bored as he sat on the hillside watching the village sheep. To amuse himself he took a great breath and sang out, "Wolf! Wolf! The Wolf is chasing the sheep!" The villagers came running up the hill to help the boy drive the wolf away. But when they arrived at the top of the hill, they found no wolf. The boy laughed at the sight of their angry faces. "Don't cry 'wolf', shepherd boy," said the villagers, "when there's no wolf!" They went grumbling back down the hill. Later, the boy sang out again, "Wolf! Wolf! The wolf is chasing the sheep!" To his naughty delight, he watched the villagers run up the hill to help him drive the wolf away. When the villagers saw no wolf they sternly said, "Save your frightened song for when there is really something wrong! Don't cry 'wolf' when there is NO wolf!" But the boy just grinned and watched them go grumbling down the hill once more. Later, he saw a REAL wolf prowling about his flock. Alarmed, he leaped to his feet and sang out as loudly as he could, "Wolf! Wolf!" But the villagers thought he was trying to fool them again, and so they didn't come. At sunset, everyone wondered why the shepherd boy hadn't returned to the village with their sheep. They went up the hill to find the boy. They found him weeping. "There really was a wolf here! The flock has scattered! I cried out, "Wolf!" Why didn't you come?" An old man tried to comfort the boy as they walked back to the village. "We'll help you look for the lost sheep in the morning," he said, putting his arm around the youth, "Nobody believes a liar...even when he is telling the truth!"
Frequent Flyer Club Frequent Flyer Club Is the caller crying “wolf”?Is the caller crying “wolf”?
Don’t Make AssumptionsDon’t Make Assumptions Listen with an open mindListen with an open mind Use “active listening” techniquesUse “active listening” techniques Ask probing questionsAsk probing questions Identify/test caller’s ultimate goalIdentify/test caller’s ultimate goal Use inclusive rather than exclusive mind set Use inclusive rather than exclusive mind set
(i.e. is there some way I can help this (i.e. is there some way I can help this person?)person?)
If necessary, use de-escalation and focusing If necessary, use de-escalation and focusing toolstools
With a Frequent Flyer Look With a Frequent Flyer Look For For
New issue that you can help with New issue that you can help with Change in circumstancesChange in circumstances Is underlying problem still unresolvedIs underlying problem still unresolved If irresolvable, counselingIf irresolvable, counseling
When to fire the client When to fire the client
Urgent Urgent
If they don’t get help within 24-72 If they don’t get help within 24-72 hours:hours:The caller will lose legal rights or options The caller will lose legal rights or options
oror
The caller’s health and safety are at The caller’s health and safety are at imminent risk of harm imminent risk of harm
Urgency / Emergencies Urgency / Emergencies
Has recently received notice that Has recently received notice that they are being suedthey are being sued
Has a pending court appearance, Has a pending court appearance, summons or subpoena summons or subpoena
Has a notice of sale or garnishment Has a notice of sale or garnishment
Domestic ViolenceDomestic ViolenceCaregiver neglectCaregiver neglectSelf NeglectSelf NeglectPhysical abusePhysical abuseActive financial exploitationActive financial exploitation
Urgency / Emergency Urgency / Emergency
Notice of discharge from health careNotice of discharge from health care
Has lost case and wants to know Has lost case and wants to know what’s next (limited time to appeal) what’s next (limited time to appeal)
Has a notice to vacate housingHas a notice to vacate housing
Urgencies (continued)Urgencies (continued)
Caller has been threatened with:Caller has been threatened with:Eviction, locks changed, unable to live in Eviction, locks changed, unable to live in
apartment or home due to conditionsapartment or home due to conditionsUtilities being shut off/already offUtilities being shut off/already offBenefits being reduced/informal Benefits being reduced/informal
“conference” scheduled / Medicaid, food “conference” scheduled / Medicaid, food stamps, SSI termination notices stamps, SSI termination notices
(Talk to providers about what (Talk to providers about what emergency responses are available-emergency responses are available-document unmet need) document unmet need)
Other Urgent MattersOther Urgent Matters
Unable to access essential services Unable to access essential services If “door to door” phone solicitation sale If “door to door” phone solicitation sale
was made within 2-3 days (varies by state) was made within 2-3 days (varies by state) If client unable to be contacted later If client unable to be contacted later
safely-calling on sly, from a phone booth, safely-calling on sly, from a phone booth, etc.etc.
Client extremely ill and needs planning Client extremely ill and needs planning docs (hospice patients) docs (hospice patients)
Stopping caller from action with Stopping caller from action with unintended legal consequences (for unintended legal consequences (for example transfer of assets)example transfer of assets)
Abuse Neglect and Abuse Neglect and ExploitationExploitation
Relative/caregiver taking moneyRelative/caregiver taking moneyCaller fearful of relative or caregiverCaller fearful of relative or caregiverCaller threatened with eviction Caller threatened with eviction
because of condition of homebecause of condition of homeGuardianship has been filed or is being Guardianship has been filed or is being
considered considered Caller being urged to sign legal Caller being urged to sign legal
documents against will (DON’T SIGN documents against will (DON’T SIGN ANYTHING!)ANYTHING!)
Red FlagsRed Flags
The following are “Red Flags”The following are “Red Flags”Property transfers contemplatedProperty transfers contemplatedSuit or court papers receivedSuit or court papers receivedLoss of home or benefitsLoss of home or benefitsConcern for safety expressedConcern for safety expressedCredit “Repair”Credit “Repair”Home loans/short-term loansHome loans/short-term loansHome as securityHome as security
Find Out About Deadlines Find Out About Deadlines
Start by reading the paperworkStart by reading the paperwork Filing an answer to a lawsuit Filing an answer to a lawsuit Appealing an administrative decisionAppealing an administrative decision Appealing a garnishment or attachmentAppealing a garnishment or attachment In home sales (check your state)In home sales (check your state)
Contesting a credit card charge (30-60 days) Contesting a credit card charge (30-60 days) Filing a lawsuit (shortest is about 6 months)Filing a lawsuit (shortest is about 6 months)
Time is a FactorTime is a Factorbut not Legally Urgent but not Legally Urgent
When:When:Debt collectors callingDebt collectors callingCaller lost job due to discrimination/non-Caller lost job due to discrimination/non-
accommodationaccommodationCaller unable to make mortgage paymentsCaller unable to make mortgage payments EOB for Medicare services not receivedEOB for Medicare services not receivedUnauthorized charges on accounts (ID Theft) Unauthorized charges on accounts (ID Theft)
(Triage advice: call (Triage advice: call andand send written notice send written notice to creditor immediately) to creditor immediately)
Grandchildren in need of care or servicesGrandchildren in need of care or servicesMedicaid long term care asset issues, (Do Medicaid long term care asset issues, (Do
not apply, spend money or transfer assets not apply, spend money or transfer assets until you get advice) until you get advice)
Not UrgentNot Urgent
Wants to file a legal action Wants to file a legal action (except statute of limitations)(except statute of limitations)
Case is pending, taking too long, tired of Case is pending, taking too long, tired of waitingwaiting
Needs money, housing, benefits (except Needs money, housing, benefits (except homelessness and emergency food, or homelessness and emergency food, or prescriptions)prescriptions)
Angry or upset with _______X________Angry or upset with _______X________ Something that happened many years ago Something that happened many years ago
with no recent change of circumstanceswith no recent change of circumstances
Caller may feel urgent Caller may feel urgent
May not need immediate action May not need immediate action situations that are distressing for client/caller, situations that are distressing for client/caller,
but can safely be handled when time permitsbut can safely be handled when time permits Situations that involve planningSituations that involve planning Initial application for benefitsInitial application for benefits Changes to current legal arrangementsChanges to current legal arrangements Concerns about consumer services where Concerns about consumer services where
initial complaint has been made initial complaint has been made Bills for a deceased relativeBills for a deceased relative Cases where time is not a factorCases where time is not a factor
Difference Between Important Difference Between Important /Urgency and Legal Urgency/Urgency and Legal Urgency
Time is a factor but case not legally urgent Time is a factor but case not legally urgent See examples aboveSee examples above
Legal Urgency is:Legal Urgency is: Determined by statutes of limitation and Determined by statutes of limitation and
procedural rulesprocedural rules Where filing appeal may preserve benefits Where filing appeal may preserve benefits
while case under reviewwhile case under review To prevent irreparable harm to client (protect To prevent irreparable harm to client (protect
housing, health or safety)housing, health or safety)
Emergency Services Emergency Services Plan in advance with providersPlan in advance with providersKnow the capacity of the providerKnow the capacity of the providerUnder promise and over deliverUnder promise and over deliverKnow how to get past the gatekeeper Know how to get past the gatekeeper
Safety Plan Safety Plan
Where can you Where can you send a client in send a client in crisiscrisis
FriendsFriends Family Family Community Community
resources resources
KeysKeys Cash / bank accessCash / bank access Credit CardsCredit Cards PrescriptionsPrescriptions Medical needsMedical needs Clothes Clothes TransportationTransportation IdentificationIdentification Safe place to stay Safe place to stay
Intersection of Legal and Social Intersection of Legal and Social Issues Issues
Legal and non-legal needsLegal and non-legal needs Intertwined Intertwined OverlappingOverlappingMore than one answer More than one answer
Other needs and servicesOther needs and services
What else is happening in this What else is happening in this person’s life that you might address?person’s life that you might address?
Be holistic Be holistic Social Social Mental Mental PhysicalPhysicalLegal Legal Financial Financial
Teasing it out:Teasing it out:Some Questions to AskSome Questions to Ask
When did this happen?When did this happen?Timing is very importantTiming is very important
Have you received something from Have you received something from anyone? (they may not tell you) anyone? (they may not tell you) When When DatedDatedLooking for mail, notices hand delivered Looking for mail, notices hand delivered
or left on dooror left on doorAre you worried about your safety?Are you worried about your safety?
Questions to askQuestions to ask
Is someone threatening you? Is someone threatening you? Who, how, when in what way? Who, how, when in what way?
Has there been a change in income, health Has there been a change in income, health care coverage, housingcare coverage, housing You are looking for a termination of reduction in a You are looking for a termination of reduction in a
benefit?benefit? Change in family status?Change in family status?
Loss of a spouse may result in loss of incomeLoss of a spouse may result in loss of income Marriage or someone moving in to live with the Marriage or someone moving in to live with the
clientclient New child or child leaving homeNew child or child leaving home
Other Issues to AddressOther Issues to Address
Identifying the clientIdentifying the client Third party callers or concernsThird party callers or concerns On a referral who will the provider talk On a referral who will the provider talk
to to What if both are eligible for servicesWhat if both are eligible for services
Identifying adverse parties Identifying adverse parties (guardianship cases, public housing (guardianship cases, public housing disputes w/other residents) disputes w/other residents)
Getting a Client Help from a Getting a Client Help from a Legal Provider or AgencyLegal Provider or Agency
Referral/Warm handoffReferral/Warm handoffConference callConference callLet me have them call youLet me have them call youCold referral – call this number for help Cold referral – call this number for help
Following Up Following Up Role Confidentiality plays for Legal Role Confidentiality plays for Legal
ProvidersProvidersUpdate handoff protocol where neededUpdate handoff protocol where needed
Legal Advice and Legal Legal Advice and Legal Information Information
Legal Information:Legal Information: Not fact specificNot fact specific Definitions Definitions NOTNOT interpretations (what the law interpretations (what the law
says, not what it means)says, not what it means) Examples of forms –not which form to useExamples of forms –not which form to use Questions about forms-not completing them for Questions about forms-not completing them for
someonesomeone How court works- what is involved-not how court How court works- what is involved-not how court
will rulewill rule General referrals-not specific recommendationsGeneral referrals-not specific recommendationsAnyone can distribute legal Anyone can distribute legal
informationinformation
Sources of Legal InformationSources of Legal Information
Senior Citizens HandbooksSenior Citizens Handbooks Often sponsored by bar associationOften sponsored by bar association Available in most statesAvailable in most states
Civil legal services websitesCivil legal services websites All states have themAll states have them Usually sponsored by Legal Services, Legal Aid Usually sponsored by Legal Services, Legal Aid
or Pro Bono, title IIIb providers or Pro Bono, title IIIb providers Low income information and usually 60+ Low income information and usually 60+
section section Check to see when page last updatedCheck to see when page last updated
Legal AdviceLegal Advice
Legal Advice:Legal Advice:Is fact specificIs fact specificInvolves judgment or interpretationInvolves judgment or interpretationAnswers question of “what should I do?”Answers question of “what should I do?”Includes recommendations about legal Includes recommendations about legal
course of actioncourse of actionIncludes performing legal researchIncludes performing legal researchLeads caller to think they are being Leads caller to think they are being
represented by lawyerrepresented by lawyer
ReferralsReferrals
Legal HotlineLegal Hotline Understanding Legal Referral Protocols Understanding Legal Referral Protocols
Understand what kinds of cases they will takeUnderstand what kinds of cases they will take Client eligibility rulesClient eligibility rules Intake procedures for new clientsIntake procedures for new clients What, how, when and whereWhat, how, when and where Who will they talk toWho will they talk to Ways to avoid client bounce/assure help is Ways to avoid client bounce/assure help is
receivedreceived Share info about unmet legal needs/lack of good Share info about unmet legal needs/lack of good
referralsreferrals
How to network with legal How to network with legal service providers service providers
Title IIIbTitle IIIbLSCLSCOther non-profits Other non-profits
Cross trainingCross trainingProgram visits Program visits Formal v. informal referral Formal v. informal referral
agreements agreements
Tips for working with lawyers Tips for working with lawyers
Open the conversation with the legal issueOpen the conversation with the legal issue Facts are vitalFacts are vital Mental Capacity is importantMental Capacity is important Health and social status have limited Health and social status have limited
relevance relevance
Can only talk to one person about each Can only talk to one person about each legal situation legal situation
If they talk to both sides, they may not be If they talk to both sides, they may not be able to help either side able to help either side
Fighters not referees Fighters not referees
Public Benefits Screening Public Benefits Screening tools tools
http://www.dcf.state.fl.us/ess/http://www.dcf.state.fl.us/ess/
www.aarp.org/quicklinkwww.aarp.org/quicklink
http://http://www.benefitscheckup.orgwww.benefitscheckup.org//
http://www.govbenefits.gov/govbenefits_ehttp://www.govbenefits.gov/govbenefits_en.portaln.portal
www.SSA.govwww.SSA.gov
Moving forward Moving forward
Identify legal service providersIdentify legal service providersBuild relationships with themBuild relationships with themLearn what kinds of issues and clients Learn what kinds of issues and clients
they can helpthey can helpCollaborate on training intake and Collaborate on training intake and
referral staff (using this as a starting referral staff (using this as a starting point)point)
Cross trainCross trainUse a holistic approach Use a holistic approach
Thank You!Thank You!
There is no place like home
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