School of Social Work College of Education and Human Development, University of Minnesota

School of Social Work

Yat-sang (Terry) Lum

Associate Professor
Office: 287 Peters Hall
Phone: (612) 624-4722
E-mail: tlum@umn.edu
Mailing address: 105 Peters Hall

Degrees & Institutions

  • Ph.D., George Warren Brown School of Social Work, Washington University, St. Louis, 1998.
  • M.S.W., Department of Social Work and Social Administration, University of Hong Kong, 1993.
  • B. Soc. Sc., Department of Economics, University of Hong Kong, Hong Kong, 1988.

Interest Areas
Social Gerontology, Long Term Care, Social Policy, Quantitative Research Methods, Evaluation.

Current Research

  • Family caregiving among elderly people: racial and ethnic differences.
  • Economic security of older workers - implications for Social Security Reform.
  • The association between health and wealth.
  • Patterns of long term care across racial and ethnic groups.
  • Association between health and mental health trajectories and family caregiving.

Recent Publications
Lum T.Y. (Accepted). Understanding the Racial and Ethnic Differences in
    Caregiving Arrangements. Journal of Gerontological Social Work.

Ozawa N.M. & Lum T.Y. (Accepted) The determinants of work among
    elderly people aged 70 or older. Journal of Gerontological Social Work.

Lightfoot, E. & Lum, T.Y. (Accepted) Work behavior of older people with
    disabilities in the era of the Americans with Disabilities Act. Journal of
    Social Services Research.

Lum Y., Lin W-C, & Kane R.L. (Accepted) Use of Proxy Respondents and
    Accuracy of MDS Assessments of Activities of Daily Living. Journal of
    Gerontology: Medical Sciences.

Lum T.Y. & Lightfoot E. (2005) Effects of volunteering on older people's
    health and mental health. Research on Aging, 27 (1): 31-55.

Lum Y. (2004) Health-wealth association among older Americans: Racial
    and ethnic Differences. Social Work Research. 28(2): 106-116.

Lum Y. & Lightfoot E. (2003) The impact of health on retirement saving
    among older workers. Social Work Research, 27(1), 31-44.

Kane R.L., Homyak P., Bershadsky B., Lum Y., & Siadaty M.S. (2003)
    Outcomes of Managed Care of Dually Eligible Older Persons.
    Gerontologist. 43(2):165-74.

Kane, R.L., Flood, S., Keckhafer, G., Bershadsky, B. & Lum, Y. (2002)
    Nursing Home Residents Covered by Medicare Risk Contracts: Early
    Findings from the EverCare Evaluation Project. Journal of the
    American Geriatrics Society, 50 (4), 719-727.

Ozawa, M.N & Lum Y. (2001) Taking risk in investing in the equity
    market: racial differences. Journal of Aging and Social Policy, 12 (3).

Lum, Y., Chang H.J., & Ozawa, M.N. (1999). The effects of race and
    ethnicity on use of health services by older Americans. Journal of
    Social Service Research, 25 (4). 15-42.

Ozawa, M.N. & Lum, Y. (1998). The marital status and the change in
    income status: 10 years after retirement. Social Work Research, 22,
    116-128.

Lum, Y. & Chang H.J. (1998). The effect of Medicaid coverage on use of
    health services by low-income elderly people. Social Work Research,
    22, 31-43.

Ozawa, M.N. & Lum, Y. (1997). Economic satisfaction among American
    Retirees. Journal of Gerontological Social Work. 27 (4), 21-40.

Ozawa, M.N. & Lum, Y. (1997). Safety net and poor: generational
    differences in the United States. Korean Journal of Social Welfare
    Studies, 9, 177-202.

Ozawa, M.N. & Lum, Y. (1996). How safe is the safety net for poor
    children? Social Work Research, 20, 238-254.

Book Chapters
Lum, T.Y. (forthcoming). Using large survey datasets for research on
    older adults and families. In B. Berkman and S. D'Ambruoso (edited)
    The Oxford Handbook of Social Work in Aging. Oxford University
    Press.

Lum, Y. & Chang H.J. (2000). The effect of Medicaid coverage on use of
    health services by low-income elderly people. In S.M. Keigher, A.E.
    Fortune, and S.L. Witkin (Eds.). Aging and Social Work: The Changing
    Landscapes. Washington DC: NASW Press. (This chapter originally
    appeared in Social Work Research, 22, (1).

Ozawa, M.N. & Lum, Y. (2000). The marital status and the change in
    income status: 10 years after retirement. In S.M. Keigher, A.E.
    Fortune, & S.L. Witkin (Eds.). Aging and Social Work: The Changing
    Landscapes. Washington DC: NASW Press. (This chapter originally
    appeared in Social Work Research, 22, (2).

Ozawa, M.N., Lum, Y., & Tseng, H.Y. (1999). Net worth at retirement
    and 10 years later. In S.S. Nagel (Ed.). The Substance of Public
    Policy, pp. 245-274. New York: Nova Science Publishers..

Ozawa, M.N. & Lum, Y. (1999). "How safe is the safety net for poor
    children?" in Hansan E. & Morris R. (Eds.). Welfare Reform 1996-
    2000: Is there a safety net. Westport, CT: Greenwood Press. (This
    chapter originally appeared in Social Work Research, 20 (4).

Ozawa, M.N. & Lum, Y. (1997). "How safe is the safety net for poor
    children?" in Ewalt P.L., Freeman E.M., Kirk S.A., & Poole D.L.(Ed.).
    Social Policy: Reform, Research, and Practice. NASW Press. (This
    chapter originally appeared in Social Work Research, 20, (4).

Positions & Community Service

  • 2004, Member of the National Advisory Council of the Robert Wood Johnson Foundation\'s Cash & Counseling Program.
  • 2002-present, Member of the National Advisory Committee of the Institute for Geriatric Social Work of Boston University School of Social Work
  • Catholic Charities Division of Aging Services
  • Little Brothers Friend of the Elderly, Board of Directors
  • Eldercare Partners
  • Volunteers of America of Minnesota
  • Minnesota Kinship Care Association
  • Metropolitan Area Agency on Aging

Editorial Work
1996 - present, Reviewer for the Journal of Social Services Research

2001, Reviewer for the Journal of Aging and Health.