Estate Planning Seminar
Recent Changes in
Medicaid Planning
Presented by Attorneys:
Alison C. Petri & Michelle L. Birschbach
Steimle Birschbach, LLC
Topics include:
 Changes to Wisconsin’s Title XIX/Medicaid Program
 Expansion of Estate Recovery Programs (Life Estates,
Revocable Trusts, Life Insurance – no longer “safe”)
 Effect of New Law on Community Spouses
 Planning Opportunities Going Forward
Friday, March 28th
1635 S.
21st
7:30 a.m. OR 1:00 p.m.
St. Mary’s at Felician Village, Village Hall
Street, Manitowoc, WI 54220 (Entrance off of 21st street)
Seminar content geared towards estate planning professionals
Seating is limited. Please RSVP to one of the following today:
Steimle Birschbach, LLC: 683-3500 or suzanne@steimlebirschbach.com
Renee Thompson, Development Director St. Mary’s: 684-7171 ext. 381
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