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Aging in Place: Legal Strategies for Attorneys 2024

  • City:
  • Start Date:2024-11-26 04:00:00
  • End Date:
  • Length:
  • Level:Intermediate
  • Topics:Elder Law

$299.00 ProPass

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This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

This course is designed to equip attorneys with the knowledge and skills necessary to assist their clients in aging in place. Aging in place refers to the ability of older adults to live in their own homes and communities safely, independently, and comfortably, regardless of age, income, or ability level. This course will cover a range of topics essential for attorneys, including legal, financial, and healthcare considerations.


Recorded in November 2024.

Faculty

Julieanne Steinbacher, Esq.

Ms. Steinbacher is the founding shareholder of Steinbacher, Goodall & Yurchak, an elder care and special needs planning law firm established in 2002. The firm also offers its clients quality representation in litigation matters. Ms. Steinbacher is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. She has a “Superb” AVVO Rating for attorneys and was named a Super Lawyers Rising Star. Ms. Steinbacher is a recipient of a 2015 Pennsylvania Bar Association (PBA) Special Achievement Award, which recognized her dedication and commitment to the PBA’s Quality of Life /Balance Committee. She is the President of Estate & Long Term Care Planning, Inc., a company which provides continuing education for professionals in Pennsylvania and coaching for attorneys throughout the nation. Ms. Steinbacher has lectured extensively for Pennsylvania State University Tax Institutes and Tax Week, PICPA-Pennsylvania Institute of Certified Public Accountants, National Association of Tax Practitioners-PA Chapter, Pennsylvania Society of Public Accountants, Elder Law Institute, Pennsylvania Bar Institute, Pennsylvania Bar Association Annual Meeting, Back to Basics, Tax Pro Seminars, and the University of Illinois. Prior to becoming an attorney, she was employed by AARP and as a geriatric social worker at Valley View Nursing Facility. As a gerontologist and former social worker, she has seen the devastating effect a lack of planning for long-term care needs can have. As an attorney, her goal is to provide a bridge between legal services and the aging network. In 2008, she developed The Elder & Special Needs Resource Center in Williamsport, which hosts frequent public seminars about issues affecting those who are aging. She has co-authored The Pennsylvania Trust Guide, as well as several other books.

Julie McCormick, Esq.

Julie C. McCormick is the founder of Trinity Elder Law & Estate Planning LLC. Julie is certified as an Elder Law Attorney by the National Elder Law Foundation, and her practice is dedicated exclusively to elder law and estate planning. She is also Certified Dementia Practitioner and a Certified Alzheimer’s Disease and Dementia Care Trainer. She is a frequent lecturer on topics including Medicaid planning, estate planning, and the estate administration process. Julie’s own experience with her grandmother provided first hand knowledge of the emotional stress and financial pain associated with not planning for long-term care.

Don Quante, CLTC

As a partner at Simplicity Group, Don Quante has been professionally dedicated to helping advisors and their clients plan ahead for the need for long-term care for over 40 years. He has extensive experience in asset-based long-term care (ABLTC) solutions, which have become the solutions of choice for the last 24 years. Don is a top 3 distributor of ABLTC solutions or 10 consecutive years, a lifetime member of the Million Dollar Round Table’s prestigious Top of the Table, and a 2022 Hall of Fame inductee. He is also a best-selling author of, “Don’t Go Broke in a Nursing Home,” a hands-on, real-life consumers guide to protecting your assets from the risk of long-term care.

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