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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 second quarter of 2020 (April - June), which coincided with the move to virtual events due to COVID-19. If you weren't able to attend, or even if you were but would like to hear the presentation again, you're in luck. One of the positive things that has come out of the need to shift to virtual, is we are now able to record all of our virtual seminars and put them up for anyone to view later at their convenience. If you're 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 April 2, Brittany O.L. Smith, Esq., and Long-Term Care Planner, Certified Medicaid Planner™, Tammy Zilske, presented “What’s in Your Pot O’ Gold.” Brittany and Tammy helped attendees learn the facts about trusts as the firm transitioned to virtual events due to the COVID-19 pandemic. View replay

On April 5, Julieanne E. Steinbacher, CELA*, presented a virtual seminar on the CARES Act. Julie explained how this new legislation applied to small business owners and how they can best utilize its terms for the benefit of both themselves and their businesses. View replay

Landon Hodges, Esq., and Julie presented virtual client update seminars on April 21 and 22. The firm held these client update seminars to inform current wealth protection planning clients of changes in the law and how it may affect them, specifically the provisions addressed under the SECURE Act. View replay

On April 28, Brittany and Tammy held a virtual seminar on “Estate Planning 101.” Brittany and Tammy explained the importance of having solid estate planning documents and the benefits of having these documents reviewed to ensure they are current with the law. View replay

Brittany presented virtual client update seminars on May 19 and 20 to enlighten current long-term care planning clients about recent changes in the law. These seminars are an exclusive benefit for the law firm’s clients and keep them informed about their estate planning. View replay

Tammy and Brittany held a virtual seminar on “If the Diagnosis is Dementia: What It Means & Things We Want You to Know” on June 3 and 4. During the virtual event, they explained the important steps you need to take if you or your loved one are diagnosed with dementia. View replay

On June 9, Julie and Landon hosted a virtual seminar in collaboration with John G. Ullman & Associates, Inc. This seminar was focused on grantor retained annuity trusts (GRATs). Attendees learned how to utilize and structure GRATs for unique life events. Listen to replay of event via podcast

Landon, along with Long-Term Care Planner, Certified Medicaid Planner™, Kristin Daugherty, also presented "What's in Your Estate Planning Toolbox" on June 10. Landon and Kristin discussed the various tools available to everyone in estate planning, including Wills, Powers of Attorney, trusts, special needs planning and much more. View replay
On June 16 and 17, Brittany and Tammy presented the seminar “Living Through a Pandemic: Lessons Learned for the Second Half of Life.” Brittany and Tammy reviewed the blueprints needed to construct an estate and long-term care plan that is impenetrable to a crisis even in uncertain times. View replay

Landon and Long-Term Care Planner, Certified Medicaid Planner™, Kristin Daugherty, held “The Asset Protection Trust” seminar virtually on June 25. The seminar explained the role of a trust in protecting hard-earned assets from long-term care costs. Trust funding strategies and tax implications were also discussed. View replay

*Certified as an Elder Law Attorney by the National Elder Law Foundation



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