Two Gateway Center
603 Stanwix Street, Suite 2025
Pittsburgh, PA 15222
Phone: 412.201.5525
Fax: 412.201.5526


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News & Events

On July 14-15, 2011, John A. Cochran attended a seminar at the School of Continuing and Professional Studies of New York University entitled "Advanced International Taxation." Some of the topics discussed included: planning and pitfalls associated with doing business globally, including the use of hybrid U.S. and foreign entities and investment structures; foreign tax credit and other strategies for avoiding the double taxation of repatriated and non-repatriated foreign earnings; foreign currency translation and transactions, including both investment and "trade or business" rules and applications; foreign investment in U.S. real property and U.S. Taxpayer's investments in foreign real estate; and transfer pricing strategies involving intangible assets and services.

On June 1, 2011, Kim Orlando was a featured guest on Pittsburgh Business Radio, WMNY 1360AM. The topic was "Medicaid and Long-Term Care Planning Strategies For Business Owners. ” Click here to listen

On May 1-3, 2011, Richard L. Osberg, III attended the Institute for Preparing Heirs in Pasadena, CA and successfully completed the requirements for certification for its Family Dynamics & Wealth Transfer program. This intensive training program was developed to equip professional advisors with the knowledge, tools and resources to help prepare families for the successful transition of wealth

On April 6, 2011, Ralph Minto was again a featured guest on Pittsburgh Business Radio, WMNY 1360AM. The topic was "Want Foreign Investors For Your Company? Ralph Minto Has Some Cautions You Need to Hear” Click here to listen

On March 17, 2011, Rich Osberg and Kim Orlando were the speakers at a dinner hosted by John Barbiaux, Edward Jones financial advisor, in Saxonburg, Pennsylvania regarding issues relating to elder law and estate planning.

On February 28, 2011, Ralph Minto was again a featured guest on Pittsburgh Business Radio, WMNY 1360AM. The topic was “Digital Death: What Is It, and What Do You Need to Know About It?” Click here to listen

On January 4, 2011, Ralph Minto was again a featured guest on Pittsburgh Business Radio, WMNY 1360AM. The topic was “So Your Client is Now a Trustee….What Do You Do? Ralph Minto Has the Answer” Click here to listen

On December 10, 2010, Ralph Minto was again a featured guest on Pittsburgh Business Radio, WMNY 1360AM. The topic was “Concerned About What to Do With Your Assets? Ralph Minto is Here to Help!” Click here to listen

On November 17, 2010, Ralph Minto, Jr. was the speaker at a seminar hosted by The Hancock Group, Inc. at the Lakemont Casino in Altoona, Pennsylvania. His topics were “Retirement Asset Protection – What You Should Know” and “Seven Great Basic Asset Protection Tools a Business Owner Can Implement”. - Click here for article

On November 10, 2010, Kim Orlando was a presenter at an NBI (National Business Institute) Seminar entitled "ELDER LAW: Obtaining Veteran’s Benefits and Funding Long-Term Care" at the Pittsburgh Marriott City Center. Her topics included the “Medical Assistance Estate Recovery Program” and “Protecting the Family Home.”

On November 8, 2010, Ralph Minto was again a featured guest on Pittsburgh Business Radio, WMNY 1360AM. The topic was "Ralph Minto: Here To Help You Protect Your Assets!" Click here to listen

On September 28, 2010, Ralph Minto was again a featured guest on Pittsburgh Business Radio, WMNY 1360AM. Ralph discussed the topic of "Asset Allocation: Why it's a Must-Do For Any Business Owner" with host Ron Morris and call in listeners." Click here to listen.

September 27, 2010 - A Senior's Rights, and Elder Law
Kim Orlando and John Hunter, of Mutual of Omaha, discuss proposed changes to the state recovery plan that would affect seniors, healthcare reform, the rights that seniors are entitled to in nursing homes, when you should consult an attorney to help you with long term care planning, and tips on finding the right attorney for you. Click here to listen.

On September 23 and 24, 2010, Rich Osberg attended an estate planning collegium hosted by the National Network of Estate Planning Attorneys in Lake Buena Vista, Florida. Rich attended conferences with attorneys from all over the country which included “trust protectors, charitable planning and business succession planning”.

On September 2, 2010, Ralph Minto was again a featured guest on Pittsburgh Business Radio, WMNY 1360AM. Ralph discussed the process of transferring money overseas, and the legal and tax ramifications of such a procedure with host Ron Morris and call in listeners. Click here to listen.

On July 22, 2010, Rich Osberg spoke to a group from Edward Jones in Saxonburg, PA on the estate planning process and the current status of the federal estate tax. View Powerpoint Presentation

On July 13, 2010, Ralph Minto was again a featured guest on Pittsburgh Business Radio, WMNY 1360AM. Ralph discussed the Federalsuper Creditors and their relationship to effective asset protection planning with host Ron Morris and many call in listeners. Click here to listen.

On June 8, 2010, Ralph Minto attended, and was a guest speaker at, the All-City Vistage conference in Pittsburgh. The topics focused on leadership, ethics and teamwork. Ralph’s presentation discussed "Seven Great Basic Asset Protection Tools a Business Owner Can Implement."

June 7, 2010 - Long Term Care Planning, What You Need to Know Now to Protect Your Assets
Kim Orlando and Tom Librich, of Bankers Life, discuss long term care and Medicaid planning issues, common misconceptions about long term care planning, how long term care insurance works and how to determine if it might be a good choice for you, and new PA state legislation being considered right now that would make big changes in which and how your assets can be protected. Click here to listen.

On June 7, 2010, Ralph Minto was a featured guest on Pittsburgh Business Radio, WMNY 1360AM. Ralph provided critical advice for those looking to protect their assets during these turbulent economic times. Click here to listen.

On April 29 and 30, 2010, Rich Osberg and Brian Kahle attended a program sponsored by the National Network of Estate Planning Attorneys in Indianapolis, Indiana. This group focuses on keeping attorneys apprised of estate planning updates. Rich and Brian attended conferences on domestic asset protection trusts, ILITs and marketing.

On March 11, 2010, Ralph Minto was a featured guest on Pittsburgh Business Radio, WMNY 1360AM. Ralph and host Ron Morris discussed asset protection. Click here to listen

February 7, 2010 - Frequently Asked Questions on Wills, Living Wills & Power of Attorneys
Kim Orlando discusses how new health care initiatives would affect seniors, which four basic legal documents everyone should have in place, what seniors on Medicare should do when moving to a different state. Click here to listen.

On February 6, 2010, Kim Orlando was a featured guest on the Positive Aging radio show on WMNY 1360 AM. Kim discussed variety elder law topics, including more recent developments in health care reform and its impact on seniors.

On January 22, 2010, Ralph Minto was a featured guest on Pittsburgh Business Radio, WMNY 1360AM. Ralph and host Ron Morris discussed a variety of tax-related issues that concern business owners, or someone with considerable wealth, as the dollars accumulated become the target for a wide variety of folks. Click here to listen

On September 17, 2009, Ralph Minto was a featured guest on Pittsburgh Business Radio, WMNY 1360AM. Ralph and host Ron Morris discussed a variety of tax-related issues that concern business owners, or someone with considerable wealth, as the dollars accumulated become the target for a wide variety of folks.

On September 25, 2009, Ralph Minto was a featured guest speaker, along with Richard Furlong, Senior Stakeholder for the IRS and Edward Peduzzi, Associate Area Counsel for the IRS. Ralph spoke to group sponsored by tax professionals and the IRS called the “Working Together Conference 2009” which helps foster a better level of communication between the private community and the IRS. The conference was held on September 25, 2009 in Pittsburgh, PA. Ralph spoke about the “penalty potpourri,” which focused on navigating the IRS penalty labyrinth.

On September 27, 2009, Kim Orlando was a feautured guest on the Positive Aging Radio Show on WMNY 1360 AM. Kim discussed health care reform and its effect on seniors as well as tips for choosing an elder care lawyer.

On August 31, 2009, Rich Osberg attended a NNEPA (National Network of Estate Planning Attorneys) conference at Lake Chautauqua, New York. The conference focused upon the completion of an 18 month program designed to assist attorneys nationwide on providing comprehensive and up to date estate planning services to clients.

On April 18, 2009, Brian Kahle was featured on the Smart Money Show with Kevin Bock on station 1480 WCNS. Brian discussed the New Uniform Trust Act and how it could impact you if you have a trust.

On June 7, 2009, Kim Orlando was a featured guest on the Positive Aging Radio Show on WMNY 1360 AM. Kim discussed Medicaid planning and long term insurance along with Tom Librich from Bankers Life.

On April 30 and May 1 2009, Rich Osberg attended a conference of the National Association of Estate Planning Attorneys in Indianapolis, Indiana. Rich attended conferences on trust creditor protections, trust design and advanced asset protections.

On April 29, 2009, Kim Orlando attended the National Network of Estate Planning Attorneys conference on Wednesday, in Indianapolis, Indiana. The focus was on marketing in the current financial environment.

On April, 22, 2009, Kim Orlando spoke at Nature Park Commons, an assisted living facility in Greensburg, PA, on Wednesday. She discussed Medicaid and long term care insurance along with John Hunter of Mutual of Omaha. Residents and their families were in attendance.

On March 12 and 13 2009, Brain Kahle and Rich Osberg attended a program by members of the National Network of Estate Planning Attorneys in Indianapolis, Indiana. The estate planning group selected law firms from across the country and focused on the delivery of often-overlooked estate planning updates.

On March 12, 2009, American Red Cross in downtown Pittsburgh
Mr. Eisner and Ms. Orlando at the American Red Cross

Kim Orlando discussed Medicaid Planning
Recent changes in Medicaid laws and the DRA
Penalty period calculation
The Income first rule
Changes on exempt assets
Annuity qualification
Long term care insurance as a planning tool


On March 17, 2009, Westmoreland Chamber of Commerce
John Cochran discussed Captive Insurance Companies
The ideal situation and viability of a captive
Potential tax savings
Asset protection planning
Entity organization and set-up fees

On September 16, 2008, Kim Orlando was a featured speaker at a client appreciation event hosted by BenchMark Financial Network in Canonsburg, PA. Kim discussed various Medicaid planning strategies, including the use of long-term care insurance.