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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 fourth quarter of 2020 (October-December). All of these events were virtual. If you weren't able to attend, or even if you were but would like to hear the presentation again, you're in luck, as many of our virtual seminars and events are now recorded for anyone to view or listen to 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.

In October, several virtual seminars were held on a variety of aging-related topics. Attendees logged on to Zoom from the comfort and safety of home to learn essential estate planning tips for their second half of life. Among the topics discussed were tricks to beat death & taxes, strategies for managing a healthcare crisis, and community resources available to aid in the care of a loved one who has been diagnosed with Dementia.

Steinbacher, Goodall & Yurchak collaborated with Nittany Brokerage to host multiple “happy hour” virtual meetings during the ongoing COVID-19 pandemic. These informal events featured speakers Jenna L. Franks, Esq., and Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™, and allowed individuals to ask their estate and long-term care planning questions from the safety of home while sipping on their favorite glass of wine or other beverage.

 

In honor of Veteran’s Day, Brittany O.L. Smith, Esq., CELA*, and Long-Term Care Planner, Tammy Zilske, presented a virtual seminar on how to make the most of your Veteran’s benefits. Brittany and Tammy explored the basics of qualifying for the VA pension, and they also explained the look back period and penalty calculation for VA assistance. Attendees learned how trusts could help them maximize the benefit of their monthly pension.

On December 8, four of the firm’s attorneys presented a virtual tax update seminar for business professionals, accountants, financial advisors, and tax preparers. Julieanne E. Steinbacher, Esq., CELA*, shared law updates regarding COVID-19 and how it affects business professionals. Jenna provided attendees with information concerning the Secure Act and how it relates to long-term care planning. Megan Ingram-French, Esq., discussed business succession planning, and Brittany joined in on this topic to provide tax updates regarding estate administration.

In the spirit of the holiday season, Jenna and Kristin presented The Greatest Gift seminar to social workers and aging professionals at the Clearfield County Office of Aging. The greatest gift you can give to your loved ones is peace of mind and protection when it comes to your estate planning. During this presentation, Jenna discussed basic estate planning documents and asset protection, and Kristin expanded on her knowledge of Medicaid planning. Ensuring your affairs are in order is truly one of the greatest gifts you can give.

On December 15, Brittany and Tammy reviewed the useful tools that one should have in their estate planning toolbox. This presentation encompassed all the services that Steinbacher, Goodall & Yurchak has to offer. Brittany and Tammy covered everything from basic estate planning documents such as powers of attorney and wills to trusts and special needs planning. This was a great seminar for attendees to learn about the variety of options that exist for their estate planning.

You can view recordings of all our virtual seminars on our YouTube channel. Go to YouTube.com and search “Steinbacher, Goodall & Yurchak,” where you can view these and many other videos and also subscribe to the channel and get notification of future new videos.

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

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