Julieanne E. Steinbacher, Esquire, CELA
President, The Million Dollar Solution; Steinbacher, Goodall & Yurchak
Julieanne is the founding shareholder of Steinbacher, Goodall & Yurchak, an elder care and special needs law firm established in 2002 and President of Estate and Long Term Care Planning, Inc. Julieanne is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation. She has a “Superb” AVVO Rating for attorneys and was a Super Lawyers Rising Star in 2013. Julieanne is also a recipient of a 2015 Pennsylvania Bar Association Special Achievement Award, which was given to her for her dedication and commitment to the Pennsylvania Bar Association’s Quality of Life & Balance Committee, of which she has co-chaired the past three years. A significant portion of her elder law practice is focused on estate and long-term care planning. As an attorney, her goal is to provide a bridge between legal services and the aging network.
Julieanne has extensive lecturing experience as a speaker for The Pennsylvania State University Tax Institutes and Tax Week, PICPA-Pennsylvania Institute of Certified Public Accountants, National Association of Tax Practitioners – PA Chapter, Pennsylvania Society of Public Accountants, Pennsylvania Bar Institute, Elder Law Institute, Pennsylvania Bar Association, Back to Basics, Tax Pro Seminars, and the University of Illinois. In addition, she has conducted numerous local, state, and national seminars for various organizations. Most recently, on April 22, 2016, Julieanne presented, “The Intersection of the Legal and Medical World,” at the Kasem Cares Conference on Aging in Orange County, CA.
Through Estate & Long Term Care Planning, Inc., Julieanne provides continuing education for the public and professionals in Pennsylvania and coaching for attorneys throughout the nation. She has written materials published by the University of Illinois on estates, trusts, and taxation. She also has published materials in various newsletters and newspapers. Julieanne co-authored two books about trusts, Pennsylvania Trust Guide (Edition I and II) and the Pennsylvania Special Needs Planning Guide, both published by George T. Bisel Company, Inc. Most recently, Julieanne joined nine other leading elder law attorneys from across the nation to co-author Protect Your Family! Don’t Write a Blank Check to the Nursing Home, a collaborative writing, broken down in layman’s terms, offering readers the essential tools and knowledge for effective long-term care planning. She is also a co-author of Protect your Family! What You Really Need to Know for the Second Half of Life.
Julieanne resides in a rural area outside Williamsport, PA with her husband, Donald, and their three children.
Jenna L. Franks, Esquire
Esquire, Partner, Steinbacher, Goodall, & Yurchak
Jenna L. Franks is a Partner at Steinbacher, Goodall & Yurchak licensed to practice law in both Pennsylvania and Florida. She practices out the firm’s State College location and leads the team there on all pre-planning clients. Jenna has the largest team within the Steinbacher firm, which comes with many managing difficulties. In working with Julie, she has learned how to create layers of middle-management, set boundaries within her team, and to delegate so that her clients still receive the best possible service while also keeping her team happy and content. Jenna’s State College team has seen exponential growth over the past 5 years and we are very excited to see what the team has in store for the future!
Jenna is also heavily involved in the firm’s marketing department and her team is commonly involved in testing out new marketing techniques and strategies.
Jenna has presented for MDS for years, but has more recently become engaged in coaching for members. She has a passion for learning and engaging with other like-minded individuals and she is excited to be a part of the “think tank” that MDS has become.
Kristin Daugherty
Long-Term Care Planner, Certified Medicaid Planner™ at Steinbacher, Goodall, & Yurchak
Kristin joined Steinbacher, Goodall & Yurchak as a long-term care planner in 2011 but has become so much more to the firm. She is always eager to help her team and clients. As a long-term care planner, Kristin works closely with the firm’s attorneys to provide clients a range of services, including counseling and guidance on the selection of long-term care options such as Medicare, Medicaid, and Veterans benefits. Most of her time is spent assisting our clients and their families in navigating the complexity of Medicaid benefits and more specifically qualifying them for Medicaid, while protecting their hard-earned assets.
Kristin has many specialized designations such as being one of the handful of Certified Medicaid Planners™ in Pennsylvania, a Certified Dementia Practitioner, and an Alzheimer’s Disease and Dementia Care Trainer. In the past, Kristin was also trained through the Pennsylvania Institute of Protective Services to perform Older Adult Protective Services for individuals at high risk for abuse and neglect. Prior to joining Steinbacher, Goodall & Yurchak, Kristin worked for the Area Agency on Aging for 5 years assisting her clients in obtaining in-home care services.
Kristin has been involved presenting for MDS for many years, although more recently this has developed into a coaching role with the current and new members. She is looking forward to continuing to grow her relationship with existing MDS members and meeting new members. One of Kristin’s favorite aspects of MDS is how much take away she gets after every meeting with the members. She is looking forward to continuing to grow with each and every one of the coaching members so we can work together to serve our clients to the best of our abilities.