Steimle Birschbach, LLC

Steimle Birschbach Blog

Are assets from an inherited IRA protected from creditors?

By Gaby | June 25, 2014

The question of whether the assets of an inherited IRA account are protected from creditors during bankruptcy proceedings has forever been put to rest. On Thursday, the Supreme Court unanimously upheld a 7th Circuit decision that said inherited IRAs do not enjoy the protections of IRAs in bankruptcy proceedings. The petitioner in Clark v. Rameker, Trustee, …

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Estate Recovery Medicaid Update

By Gaby | June 13, 2014

Please review this letter for important information regarding Estate Recovery and Medicaid planning.

Summer Hours

By Gaby | May 30, 2014

Please note our summer hours have begun. Open until 2:00 on Fridays, 5:00 as usual the rest of the week.

2014 Senior Health Fair

By Gaby | 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 Gaby | 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 Gaby | 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 Gaby | 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 Gaby | 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 to reserve a spot.

Medicaid Update/Medicaid Planning Seminar

By Gaby | 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 to reserve a spot.  Seating is limited.