Attorneys Julie Steinbacher and Jenna Franks Named to PA Business Central's Women Making a Difference List
Attorney Julie Steinbacher and Attorney Jenna Franks of the elder law firm of Steinbacher, Goodall & Yurchak have been named to Pennsylvania Business Central's 2022 list of Women Making a Difference. The annual list, now in its 11th year, recognizes those women in central Pennsylvania "whose intelligence, drive, determination and dedication have led to business success and community involvement."
See Julie's profile
See Jenna's profile
Nominations were made by readers of PA Business Central and others in the business community within PA Business Central's coverage area. Nominations were reviewed and candidates were selected to the list by a selection committee at the St. Francis University Business Development Center.
Attorney Jenna Franks and Kristin Daugherty Attend Academy of Special Needs Planning Conference
Attorney Jenna Franks and Kristin Daugherty, Long-Term Care Planner and Certified Medicaid Planner™, earlier this month attended the 16th Annual Academy of Special Needs Planning Conference, held May 5-7, 2022, in Seattle, Wash. During the conference, Kristin and Jenna participated in several sessions on topics relating to changes in Social Security Administration rules and regulations, Medicaid updates, applicable case studies, and industry best practices to consider in an ever-evolving climate.
There were plenty of opportunities for Jenna and Kristin to network with other leading Special Needs Planning professionals from other law firms located throughout the country. Jenna and Kristin learned the latest trends and techniques within this niche area of legal planning while also hearing impactful testimonials from a variety of trusted service providers. It was a great way for them to share critical concepts and generate new ideas in making sure our clients receive the best possible legal advice for their special needs planning.
Has the Secure Act Affected Long-Term Care Planning? Attorney Jenna Franks Discusses in Episode 2 of Second Half of Life Podcast Season 2
The federal SECURE Act was signed into law in late 2019 and took effect on Jan. 1, 2020, so we're currently in the third year of this legislation. Given how drastically it changed how certain retirement accounts can be passed onto certain beneficiaries, it is something that we need to keep top of mind when advising our clients on the best road to take as they map out their estate plan. In the Second Half of Life Podcast, season 2, episode 2, Attorney Jenna Franks discusses the SECURE Act's effect on estate planning, based on the firm's experience in planning with clients over the first year of the law being in effect. While originally given to a group of professionals, this presentation can be helpful for those about to begin their estate planning and those that have already done some planning, but who could be affected by the provisions in the SECURE Act. Jenna also gives a few case examples of how the SECURE Act has affected hypothetical clients with certain IRAs to pass to their heirs after they pass.
All episodes of the Second Half of Life Podcast can be found on the Steinbacher, Goodall & Yurchak website, as well as on most podcast directories, which includes Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro, Castbox, Podfriend, Player FM, Podcast Index and Pandora.
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