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Attorneys and other staff members from Steinbacher, Goodall & Yurchak conduct a number of speaking engagements each month, including speaking at the firm's own seminars and outside events. Here's a summary of the firm's speaking engagements from the first quarter of 2020 (January - March). If you weren't able to attend but are interested in learning more about any of the topics outlined below and how it applies to your individual situation, please call the firm at 1-800-351-8334 for a free consultation. Visit the seminar page for a list of upcoming seminars.

On Jan. 21, Jenna Franks, Esq., and Long-Term Care Planner Kristin Daugherty presented, “The Asset Protection Trust” seminar in State College. Jenna and Kristin explained how to use trusts to protect assets.

Also on Jan. 21, Jenna attended a Dementia Society of America training in Altoona. Jenna learned how dementia affects financial planning and ways to maneuver through potential financial products that are available in paying for care.

Brittany Smith, Esq., and Tammy Zilske, Long-Term Care Planner, also presented, “The Asset Protection Trust” seminar in Williamsport on Jan. 29, explaining how a trust keeps assets safe and how it is funded.

Julie Steinbacher, Esq. presented a webinar video conference titled “What Professionals Need to Know: An Analysis of the SECURE Act” on Feb. 7. The attendees of this video conference consisted of CPAs, accountants, and financial advisors who were anxious to learn more about the SECURE Act. Julie provided these professionals with the important factors of the SECURE Act, explained how it will affect them and their clients, and offered up advice on how to handle these changes.

On Feb. 12, Steinbacher, Goodall & Yurchak hosted Residential Home Health & Hospice physical therapist, Abbie Reeder, in the Elder & Special Needs Resource Center. Abbie presented “Causes & Effects of Dizziness,” which focused on vertigo, balance issues, and fall prevention. Abbie explained the risk factors associated with falling and provided tools to get back to an active lifestyle.

Jenna and Kristin presented, “Options to Manage a Healthcare Crisis” on Feb. 19 in State College. During this seminar, Kristin explained the many options available to assist with long-term care, and she elaborated on the Medicaid process. Jenna discussed the importance of having solid estate planning documents in place.

From Feb. 21-23, Jenna and Brittany attended the 2020 Pennsylvania Elder Law Attorney (PAELA) Winter Conference. Registered participants received updates on elder law issues during multiple educational workshops.

On Feb. 25, Kristin and Landon Hodges, Esq., attended a Dementia Society of America Training in State College. They learned more about dementia and the financial products that are available to help pay for long-term care.|

Also on Feb. 25, Brittany and Tammy presented, “The Secret Strategy: Planning Tips for Your Second Half of Life” at the Elder & Special Needs Resource Center in Williamsport. This seminar helped attendees understand how to be prepared for whatever changes their second half of life brings. Brittany and Tammy also explained how to qualify for medical assistance to help pay for nursing home care.

On Feb. 27, Julie presented, “A Trust Guide: Top 9 Pitfalls to Avoid when Drafting a Trust” at the Pennsylvania Bar Institute’s Estate and Elder Law Symposium in Mechanicsburg. Julie’s presentation, among others, helped guide attendees through the ins and outs of an estate and elder law practice.

On March 3, Julie traveled to California to attend the “Life Care Planning for the Elderly Client: Fundamentals and Practice” program. This conference offered attorneys the tools necessary to create a life care planning elder law practice. Attorneys learned how to maximize quality of life and independence while preserving family wealt. 

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