On-Demand Video
CC

Aging in Place: Legal Strategies for Attorneys 2024

  • City:
  • Start Date:2024-11-26 04:00:00
  • End Date:
  • Length:
  • Level:Intermediate
  • Topics:Elder Law

$299.00 ProPass

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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.

Overview

This course is designed to equip attorneys with the knowledge and skills necessary to assist their clients in aging in place. 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. This course will cover a range of topics essential for attorneys, including legal, financial, and healthcare considerations.


Recorded in November 2024.

Faculty

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.

Don Quante, CLTC

As a partner at Simplicity Group, Don Quante has been professionally dedicated to helping advisors and their clients plan ahead for the need for long-term care for over 40 years. He has extensive experience in asset-based long-term care (ABLTC) solutions, which have become the solutions of choice for the last 24 years. Don is a top 3 distributor of ABLTC solutions or 10 consecutive years, a lifetime member of the Million Dollar Round Table’s prestigious Top of the Table, and a 2022 Hall of Fame inductee. He is also a best-selling author of, “Don’t Go Broke in a Nursing Home,” a hands-on, real-life consumers guide to protecting your assets from the risk of long-term care.

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 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.

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