Steimle Birschbach, LLC

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Are assets from an inherited IRA protected from creditors?

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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Alzheimer’s Conference Presentation

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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WI Bankers Association Directors Summit

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

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

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.