05/11/2016 – Williamsport, PA — Julieanne E. Steinbacher, CELA*, of Steinbacher, Goodall & Yurchak spoke on Retirement Planning & the Uniform Trust Act during a recent lecture to legal professionals at the Pennsylvania Bar Institute’s campus in Mechanicsburg, PA. The presentation was included in a continuing legal education (CLE) day hosted by the Pennsylvania Bar Association, in which attorneys earned continuing education credits by attending a wide variety of lectures on topics affecting estate planning presented by knowledgeable and experienced attorneys from across the state.
Attorney Steinbacher discussed how to deal with retirement benefits as they relate to a client’s estate plan, the appropriate time to choose a beneficiary, and the proper way to leave benefits to that chosen beneficiary. She provided a brief overview of the PA Uniform Trust Act including basic trust administration protocol, trustee functions and duties, and the specific guidance provided under the Uniform Trust Act regarding the modification of trusts.
The elder care and special needs planning law firm of Steinbacher, Goodall & Yurchak was established in 2002 by Julieanne E. Steinbacher, who, in addition to being an attorney, is a gerontologist and a social worker. From the beginning, the vision of the firm has been to provide individuals and their families with a unique plan to protect their assets for their spouses and future generations, while providing for their immediate and long-term needs. To schedule your appointment, call 1-800-351-8334.
*Certified as an Elder Law Attorney by the National Elder Law Foundation.