Steimle Birschbach, LLC

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2014 Senior Health Fair

By Robert McCarthy | May 20, 2014

Please see attached flyer for the 2014 Senior Health Fair.  Attorneys Michelle Birschbach and Alison Petri will be presenting “Understanding the new Spousal Impoverishment and Estate Recovery Guidelines”

Alzheimer’s Conference Presentation

By Robert McCarthy | May 12, 2014

On April 10, 2014, Attoney Alison C. Petri presented at the 2014 Conference “Cracking the Dementia Code: Case by Case” to a crowd of 140 social workers, health care professionals, caregivers, and administrators.  This Conference was hosted by Azura Memory Care and Home Care Health Services & Hospice.  Alison discussed the important differences between “Incompetency v. Incapacity” determinations …

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St. Mary’s Senior Matters Presentation

By Robert McCarthy | May 12, 2014

On April 22, 2014, Attorney Alison Petri discussed the recent changes in Medicaid Planning on Senior Matters on WOMT Radio with Mark McLaughlin, Director of Marketing, at Felician Village, St. Mary’s.  Listen to a replay HERE courtesy of St. Mary’s at Felician Village.

WI Bankers Association Directors Summit

By Robert McCarthy | May 12, 2014

Attorney Steimle recently attended a Wisconsin Bankers Association Directors Summit in Stevens Point.  The main topics included current trends in the small business banking environment, succession planning for both management as well as boards of directors, strategic planning for organizations and overall risk management practices.  “Understanding community banks and their current mindset is extremely helpful …

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Additional Seminar Date

By Robert McCarthy | April 23, 2014

Medicaid Planning Seminar – An additional date has been added for this important estate planning update. One seminar to take place on Friday, May 2 at 1:00pm, Village Hall at the Felician Village.  Please call 683-3500 or email Suzanne@steimlebirschbach.com to reserve a spot.

Medicaid Update/Medicaid Planning Seminar

By Robert McCarthy | April 10, 2014

Please click on this highlighted text for a  flyer regarding an important Medicaid Update, as well as an upcoming seminar regarding Medicaid planning.  Seminar will take place on April 30th with three times to choose from. Please call our office at 683-3500 or email suzanne@steimlebirschbach.com to reserve a spot.  Seating is limited.

Upcoming Seminar – Changes in Medicaid Planning

By Robert McCarthy | March 20, 2014

See attached flyer for more information.  Seminar will take place Friday, March 28th at both 7:30am and 1:00pm at the Felician Village, Village Hall.  Content is geared toward professionals.  Please email suzanne@steimlebirschbach.com to reserve a seat. Seminar for Pros – Medicaid

Construction

By Robert McCarthy | January 16, 2014

Construction has begun at 21 Maritime Drive.  Remodeling is under way to combine what had been two separate areas of the building into one cohesive unit to accommodate our growth and better serve our clients. Please check back often for updates, and please excuse the noise, dust and appearance if you stop down for a …

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The New Wisconsin Trust Code

By Robert McCarthy | December 31, 2013

On December 13, 2013, Govenor Scott Walker signed 2013 Wisconsin Act 92 into law which sets forth a new Wisconsin Trust Code (the “Trust Code”).  This new law restates the current Wisconsin trust statutes.  The Trust Code is effective on July 1, 2014, and effects both existing and future trusts.  Some of the Trust Code’s …

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