Rocky Bleier Seminar Script:

Hello, I'm Rocky Bleier, four time Super Bowl champion with the Pittsburgh Steelers, member of the 1966 Notre Dame national championship team, and honored advocate for the care of our retirees and veterans.

I understand you're here tonight because you or someone you love needs guidance regarding their estate plan, and protecting your family legacy. You have a need to work with someone that has experience, and someone you know you can trust. Tackling estate planning can be a difficult task, and trying to do this alone is something that I truly do not recommend..

You could say I've had my fair share of adversity and that I have been in some difficult situations too. When I was wounded in Vietnam, doctors told me that I would probably never walk again. Ten seasons, and four Super Bowl rings later, I guess you can say I had a second opinion. In order to overcome adversity, I had to persevere through some tough times. And let me tell you – it wasn't easy, and I definitely did not do it alone.

The truth is we all have to face difficult, personal trials in our lives. And the reason you're here tonight may be because of a challenging situation. You may feel overwhelmed, not sure even where to begin, but believe me, you are not alone. There is a quality, trustworthy team available to guide you through the difficult decisions. I couldn't have made it through my trials on the football field without the support from my teammates, and the guidance of my coaches. I encourage you to not only seek support from your loved ones, but also from experienced professionals that can help bear the burden of the decisions that lie ahead.

The people from the Elder Law Offices of Shields and Boris have helped thousands of Pennsylvania retirees, and families like your own protect their legacy. Have you wondered about securing the future of your home, having the right legal documents in place, avoiding probate, inheritance taxes, or other terms you may have heard, but ultimately wonder how it could apply to your situation? As a law firm that concentrates solely on Elder and Financial law issues, Shields and Boris have seen it all, and they are excited to share that knowledge with you.

Attorney Jim Shields was in his 3rd year of law school when his mother suddenly passed away.  His family turned to him and he was faced with the realization that nothing he knew about law would help him handle his family’s estate disposition.  He was left feeling helpless and alone, unprepared for this situation.  Fortunately, he found an attorney who specialized in estate planning.  He guided him through that difficult time and helped him find the answers for his family. He knows what it’s like to feel helpless and confused and has dedicated his career to creating a law firm that serves as an advocate for his clients as they navigate the complex waters of estate planning and Elder Law matters.

Our championship coach Chuck Noll used to say, “Some people pray for wisdom, I pray for 260 pound tackles. They'll give me all the wisdom I need.” Well consider Shields and Boris your 260 pound tackle. By being here you've taken a vital first step into educating yourself on some of the most important decisions you'll ever make. You need help tackling some of the potential pitfalls associated with long term care planning.

Being pro-active and prepared for potential future needs can save you thousands of dollars and give you the peace of mind knowing that you are protecting your family from bearing the cost of your care.

I've made it my life's work bringing attention to matters involving care for veterans, and our seniors, and so have the attorneys at the Law Offices of Shields and Boris.

Bio:

The time to plan is now. If you wait until you are in the midst of a difficult situation, it may be too late. Hailmaries belong in church, they rarely work on the football field, and never when it comes to legal and financial planning. You've worked hard your entire life to accumulate what you have. Now more than ever you need a plan to take care of yourself and your family.

Michele:

Tonight, you are lucky to have Attorney Michele Sabo as your seminar speaker. Her seminars have received rave reviews. Michele helps families implement sophisticated estate planning techniques to minimize the impact of income, estate, and inheritance taxes on a decedents estate. She also creates also creates estate plans consisting of various trusts to enable the management and conservation of assets, to enhance tax savings and to avoid probate. Clients are also advised on gift planning strategies to facilitate the transfer of assets during life with minimal tax consequences.

Born and raised in Pittsburgh, Michele completed her studies at Allegheny College in Meadville and St. Anne's College, in Oxford. She received her Juris Doctorate from Duquesne University in 2004 and her Master of Laws Degree specializing in taxation with a focus on estate planning from Villanova University. Michele has recently returned to Western Pennsylvania after spending time caring for her terminally ill grandmother. After her death she was inspired to help other families experiencing similar difficulties. To relax, Michele enjoys playing tennis, and cooking for friends.

Jim:

Tonight, you are lucky to have Attorney Jim Shields as your seminar speaker. He has spoken in front of thousands of individuals just like yourselves regarding the complex issues surrounding estate planning, financial planning, and Elder Law. Jim has co-authored several books and booklets including: The Truth About Revocable Living Trusts and Estate Planning, The Consumer's Guide to Estate Planning, What To Do When a Loved One Dies, The Consumer's Guide to Medicaid Planning, and The 12 Facts Every Special Needs Family Should Know. He has also appeared on a television program called “Ask A Lawyer” which ran this summer on Comcast channel 190. Jim is obviously a well accomplished attorney who focuses his practice on asset and income protection planning as well as legacy planning.

Attorney Shields grew up in Pittsburgh and graduated cum laude from St. Francis College of Loretto, Pa in 1990. A fellow Notre Dame alum, Jim went to Law School at Notre Dame and graduated in 1993. He believes the law firm's purpose is to protect their client's legacy. Whether the goal is to protect a legacy from unnecessary taxes or unnecessary legal fees, nursing home expenses or obtain hard earned veterans benefits for non-service related disabilities, he can help families reach these goals. He is also the proud father of five children Madeline, Catherine, Elizabeth, Jackson, and Jamison, and

is married to the greatest person in the world, his wife Denise. His family helps keep him grounded, and remains the most important part of his his life.

Tom:

Tonight, you are lucky to have Attorney Tom Boris as your seminar speaker. He has spoken in front of thousands of individuals just like yourselves regarding the complex issues surrounding estate planning, financial planning, and Elder Law. Tom has co-authored several books and booklets including: The Truth About Revocable Living Trusts and Estate Planning, The Consumer's Guide to Estate Planning, What To Do When a Loved One Dies, The Consumer's Guide to Medicaid Planning, and The 12 Facts Every Special Needs Family Should Know. He has also appeared on a television program called “Ask A Lawyer” which ran this summer on Comcast channel 190. Tom is obviously a well accomplished attorney who focuses his practice on asset and income protection planning as well as legacy planning. Tom graduated with a Bachelor of Arts degree in Political Science and Philosophy from Washington and Jefferson College and received his Juris Doctorate from Duquesne University School of Law. He is married to his lovely wife Stephanie, who is also an attorney, and they have two wonderful sons, Thomas Lee and Nicholas Tyler. Tom is extremely close to this parents and considers his family as the most important thing in his life. Also, in his very limited free time he enjoys playing ice hockey, scuba diving, watching movies, and most importantly playing with his two boys.