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Thinking Beyond Tomorrow: Estate, Medicaid and VA Planning for the Modern Family


Adult Enrichment -
Winter/Spring 2024-2025

Join Patrick Simasko of Simasko Law and Simasko Financial, as he covers the following important family topics:

  • Understand how a will is different than a trust
  • Important Estate planning documents
  • How to plan so that your family can maintain control of your assets, NOT the courts!
  • How to preplan for Medicaid and the nursing home

Patrick Simasko is a Principal of Simasko Law and Simasko Financial. His self-effacing character, style and ability has garnered him prominence and recognition throughout the metro Detroit Area as well as the entire state. He specializes in the area of Elder Law and Wealth Preservation.

Background:

  •  Wayne State University-B.A Business Administration- 1986
  •  Western Michigan Thomas Cooley Law School – 1989
  •  Life Insurance and Annuity for the State of Michigan- 2002
  •  Series 65 -Uniform Investment Adviser – 2015

Employment:

  •  Simasko, Simasko and Simasko P.C: 1989- Current
  •  Simasko Financial: Current
  •  Oakland University- 2019
  •  Western Michigan Thomas Cooley Law School-2019
  •  Michigan State University- Current

Professional Experience:

Along with being a Principal and attorney of Simasko Law and Principal and financial advisor of Simasko Financial, he is the past director of Macomb County Elder Law Committee and member of the State of Michigan Elder Law Committee. Patrick is a co-author of “How to Protect Your Family’s Assets from the Devastating Costs of Nursing Home Care”, Michigan Edition and author of many articles for the State of Michigan Lawyers Weekly as well as other publications. Pat is a past Lobbyist for Region 1A of the United Auto Workers, past Officer and Director of the Alzheimer’s Association, Greater Michigan Chapter, Director Wayne State Institute of Gerontology, and Director of the Martha T. Berry Nursing Home Foundation.

He has taught Doctors, Nurses, Social Workers, Discharge Planners and Home Health Care Professionals the intricacies of Estate Planning, Medicaid and VA Benefits as well as Retirement Planning. Partial lists of the organizations that have asked Patrick to teach are: Alzheimer’s Association, Wayne State University, Macomb Community College, William Beaumont Hospital, Henry Ford Hospital, Michigan Hospice Association and numerous state and county retiree associations. Many nursing homes and assisted living facilities have asked Patrick to train their staff and residents in the importance of Estate Planning.

Simasko Financial, LLC was formed by Patrick Simasko to meet the needs of Simasko Law clients. We can now take protection to the next level by providing the ultimate goals of both legally and financially protecting someone's hard earned assets so they can eliminate the worry of "outliving" their money and have something to pass on to family. The best “family trust” legal documents are of no use if they are not funded properly and the necessary action taken to preserve their wealth. Simasko Financial allows Patrick to work with clients both as Attorneys and Wealth Preservation Planners. As Wealth Preservation

Planners, he can develop an individual strategy for each client who can no longer sustain the risk of a financial loss or even the scare of potential losses and must protect their remaining life savings before it's too late. Advisory services offered by Core Cap Advisors Inc., a registered investment advisor. Simasko Financial and Core Cap are separate and unaffiliated entities.

Patrick, along with his financial services group, has utilized cutting edge techniques, products and services that have considerable and consistently grown their clients net worth and retirement assets. Most fundamentally to Patrick’s elder law and wealth strategies is his strict adherence to fiduciary responsibility, preservation of his client’s wealth, and fulfilling his clients’ desire to pass a legacy to their family members.

 January 2025 
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AE2025-3-326
Kennedy Middle School : Media Center
Wednesday, Jan 29
6:30 - 7:30 PM

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$ 0.00
complimentary