Cramer & Anderson Senior Partner Josh Weinshank is the guest speaker for the Litchfield County Legal Professionals Association’s dinner meeting Sept. 26 at the Sunset Grille at Crestbrook Golf Course in Watertown.
Attorney Weinshank is Resident Partner in the firm’s Ridgefield office and the Fairfield County Trust and Estate Planning and Administration Group Leader for Cramer & Anderson.
He will be discussing planning techniques and strategies to help preserve and protect assets from spenddown requirements for Medicaid (Title 19) qualifications.
Additionally, Attorney Weinshank will review Medicaid protective wills, the use of irrevocable trusts and Lopes annuities, care agreements, the shifting and transfer of assets between spouses and other family members, and other protective techniques.
About Attorney Weinshank
Attorney Weinshank advises clients on ways to preserve and create intergenerational wealth by addressing their tax and personal concerns effectively and efficiently.
Estate Planning considers clients’ entire portfolios and goals as Attorney Weinshank works to implement strategies to reduce estate and gift taxes, as well as addressing income tax concerns through the management of capital gains and appreciation of assets.
Community service is a priority for Attorney Weinshank, who serves as Vice Chairman of the Danbury Hospital & New Milford Hospital Foundation, Inc., as well as the Norwalk Hospital Foundation.
Attorney Weinshank is also a corporator for Union Savings Bank, the $2.7 billion mutual bank headquartered in Danbury, and a member of the Board of Directors of Meals on Wheels of Ridgefield.
In Ridgefield, where Attorney Weinshank lives with his wife, Steffani, and their daughters, he is a member of the Development Committee of RVNAhealth and former member of the Finance Committee, and has served on the Board of the Ridgefield Playhouse, as well as its Finance Committee.
About the Litchfield County Legal Professionals Association
Anyone actively or formerly engaged as a legal professional or legal support staff, or actively or formerly engaged in any form of work connected with the courts, is eligible for membership in the Litchfield County Legal Professionals Association.
The Association holds meetings in April, June, September, and November. Some are social and others like the one this week feature a law-related topic. Annual membership dues are $12, but all interested individuals are welcome to attend meetings.
The Association awards a scholarship each June to a Litchfield County resident, or a person eligible for membership who has maintained employment in the legal field within Litchfield County for a minimum of two years. Each November, the Association make donations to Litchfield County charitable organizations.