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The “Fast Start” overview begins with this recording and transcription of a conversation between Sarah Kehres, Executive Director of Steinbacher, Goodall & Yurchak, and Perry Landon, Executive Assistant of Steinbacher, Goodall & Yurchak. They discuss what you need to know to get the most out of Estate and Long-Term Planning and reflect on the importance of choosing the right business model. They also discuss how to go about branding and marketing your firm and how to keep your clients through a lifetime of continuity planning.

The Million Dollar Solution Team emphasizes the important effect that your clients’ experiences will have on the success of your firm. For each client, their experience will be defined by the quality of their initial phone experience, their initial consultation experience, the development of their individualized plan, and the quality of the “products and services” offered. None of that can be achieved without hiring premier staff and training them in the systems approach you’ve defined.

This guide provides you with a “Fast Start” towards developing long-term care planning services that are professionally, financially, and personally rewarding to you and your employees. We are confident you will find this resource a valuable first step of the Estate and Long-Term Planning Kit product.
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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.

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