Richland County Foundation hosts professional advisor seminar - Richland County Foundation

Richland County Foundation hosts professional advisor seminar

April 2, 2014

An Elder Law Educational Seminar for attorneys, accountants, insurance agents and other professional advisors sponsored by the Richland County Foundation will be held Thursday, May 15, at the North Central State College Urban Center, 134 North Main Street, Mansfield, from 12 to 4:30 p.m. Click here for a registration form.

Attorney Jack Stewart, who specializes in elder law, estate planning and business law, will present strategies for professionals to assist their clients.

The seminar will cover a variety of topics on elder law, concentrating on Medicaid planning (for nursing homes expenses), special needs trusts, Ohio estate recovery, Medicaid planning strategies and Veterans’ benefits.

Stewart earned a Bachelor of Science degree in Business Administration from the University of Dayton and a Juris Doctor degree from Cleveland State University/Cleveland-Marshall College of Law. He also completed the Denver College of Financial Planning Program and is a Certified Financial Planner ®. In addition, Stewart is certified as an Elder Law Attorney by the National Elder Law Foundation and is a Certified Public Accountant.

Stewart’s professional experience includes a national accounting firm, manager of Richland Bank’s Trust Department and an associate at a law firm where he practiced estate planning and administration, personal financial planning, taxes and corporate business law.

Attorneys can earn three continuing education credit hours facilitated by the Richland County Bar Association’s Education Committee. The cost is $50 which includes lunch. Registration is due by May 9.

Blog Archive
« Back to Blog