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, …
Please review this letter for important information regarding Estate Recovery and Medicaid planning.
Please note our summer hours have begun. Open until 2:00 on Fridays, 5:00 as usual the rest of the week.
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”
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 …
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.
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 …
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.
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 firstname.lastname@example.org to reserve a spot. Seating is limited.
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 email@example.com to reserve a seat. Seminar for Pros – Medicaid