Planning with Aging and Disabled Clients
Date: Thursday, February 15, 2024
Time: 12:00pm - 1:00pm
Location: Greater Cincinnati Foundation
Speaker: Ashley Burke, J.D., CELA, CAP®; Josh Graber, J.D.; Bill Schult, CPA
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SOLD OUT!
Join us on Thursday, February 15th at 12:00 PM for our panel presentation Planning with Aging and Disabled Clients at the Greater Cincinnati Foundation. This presentation will feature panelists: Ashley Burke, J.D., CELA, CAP; Josh Graber, J.D., Bill Schult, CPA and will be moderated by Michelle Clemons, J.D., LLM.
Session Description:
Our session will focus on estate planning for aging and disabled clients. In a panel discussion moderated by Michelle Clemons and followed by Q&A, Ashley Burke will discuss Special Needs Trusts and Medicaid (both for long-term nursing care purposes and Medicaid Waivers). Josh Graber will discuss estate planning techniques for high-net-worth clients before and after 2026, as well as techniques for funding trusts. Bill Schult will address considerations for aging in place (at home) compared to in senior living communities, what Medicaid and Medicare will or will not cover, and an overview of costs in the Cincinnati and Northern Kentucky markets. Questions are encouraged from the group.
We hope to see you there!
Board of Directors, Cincinnati Estate Planning Council
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Date:
Thurs., Feb. 15, 2024
Time:
11:45 AM - Registration
12:00 PM - Program
1:00 PM - Adjourn
Cost:
Members - $15.00
Non-Member - $35.00
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Location:
Greater Cincinnati Foundation
720 East Pete Rose Way
Suite 120
Cincinnati, OH 45202
Deadline to Register:
MONDAY, February 12th
Note: refunds will not be given for cancellations received after the registration deadline.
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APPROVED CEU Credits
CFP
CPA
KY Legal
OH Insurance
OH Legal
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2023-2024 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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Thank you to our Luncheon Sponsor!
Bartlett Wealth Management
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Ashley Burke, J.D., CELA, CAP®
Partner
Burke & Pecquet, LLC
Ashley Shannon Burke is a partner at Burke & Pecquet, LLC and is certified as an Elder Law Specialist by the Ohio State Bar Association and National Elder Law Foundation. She is also a member of the Council of Advanced Practitioners.
She advises clients on Medicaid planning, estate planning for families with disabilities, lifetime gifting and transfers at death, and asset protection. She assists clients with Trust and Estate Administration.
Read Ashley's Full Bio
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Joshua A. Graber, J.D.
Associate
Frost Brown Todd, LLC
Josh focuses his practice on estate planning, business succession planning, asset protection planning, and probate and trust administration. Josh works with clients in all aspects of estate planning and business succession planning by implementing wills, revocable and irrevocable trusts, generation skipping trusts, residence trusts, and private settlement agreements to modify trusts. He also assists clients with planning for estate tax, gift tax, and generation skipping transfer tax issues. Josh works with high-net worth individuals and families to create and implement a plan to achieve their unique goals.
Read Josh's Full Bio
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Bill Schult, CPA
Managing Director & Owner
Trinity Aging Life Advisors
Bill is Managing Director & Co-Founder of Trinity Aging Life Advisors. Bill is a Certified Public Accountant (CPA) who brings significant management and business experience in various finance and accounting roles, including at Deloitte. Bill has a passion for helping seniors and those with special needs, recognizing that each group can become vulnerable and need assistance. Bill & Trinity assist their clients with medical care management, coordinating living arrangements, and serving as financial and non-financial fiduciaries. In the past few years, Bill has played a key role in expanding Trinity to Louisville and Lexington KY. Bill lives in Northern Kentucky with his wife and four children.
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