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.
This is a simulcast of a live webcast course, streamed live to a local site with faculty in remote locations. Please note: Walk-in registrations will not be accepted - you must register in advance.
Overview
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. It is a meaningful and increasingly common approach to growing older, with the potential to enhance quality of life and promote independence.
As more clients choose to remain in their homes as they age, attorneys must be prepared to address the legal issues that arise as clients’ financial, healthcare, and support needs evolve. This practical CLE will focus on the attorney’s role in counseling clients, identifying planning gaps, drafting and reviewing key documents, and coordinating with family members and other professionals.
Topics include capacity and competency concerns, powers of attorney, advance directives, healthcare decision-making, estate and long-term care planning, Medicaid and Medicare considerations, management of finances and property, caregiving arrangements, and housing and home modifications.
Attendees will gain practical strategies for issue-spotting, client counseling, document preparation and review, risk management, and multidisciplinary coordination when representing clients who wish to age in place.
Faculty
Julieanne Steinbacher, Esq., CELA
Julieanne E. Steinbacher, Esq., LLM, Certified Elder Law Attorney (CELA), is a nationally recognized leader in elder care and special needs planning. A Fellow of ACTEC and a member of NAELA, she founded Steinbacher, Goodall & Yurchak and has grown it into a successful, multi‑office elder law and special needs planning firm. She is also the President of The Million Dollar Solution (MDS), a coaching and consulting company that helps law firm owners build sustainable, profitable practices with clarity and confidence. She is a TEDx speaker focused on dementia and community impact and co‑host of The Hey Woman Podcast, where she shares practical insights on aging, caregiving, and planning.
In 2025, she joined the Pennsylvania Department of Aging’s Alzheimer’s, Dementia and Related Disorders Advisory Committee as an advocate member and continues to champion awareness through the Alzheimer’s Association. She is also the author of multiple publications, including The Pennsylvania Trust Guide.
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.
Susan Cardello
Susan works as a Licensed Social Worker for Julian Gray Associates. She acts as advocate and a liaison for our clients and their families as their healthcare, living arrangements and overall needs change. Susan has worked in healthcare for over 30 years in Pittsburgh. Susan was born and raised in Pittsburgh, graduated from Juniata College with a Bachelor of Sciences Degree in Social Work and Business and then completed her Master’s Degree in Social Work, with a Certificate in Gerontology, from the University of Pittsburgh.
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Related Courses
Elder Law in Pennsylvania, 5th Edition
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- Start Date:2019-06-30 20:00:00
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- Topics:Elder