Episode 89

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Published on:

15th Nov 2019

Talking About Elder Law with Mike Martino

Thank you for tuning into a very special edition of Wine and Dime. In this episode I talk with Mike Martino. Mike is an attorney and partner at the firm of Rossettie Rosettie & Martino. His practice is primarily a Trusts and Estates practice with special emphasis on the area of law known as Elder Law, including Medicaid Planning, Long Term Care Planning, Asset Protection and related Nursing Home issues. Mike offers his Elder Law clients a variety of strategies including asset protection trusts, annuity planning, promissory notes and other devices to preserve clients’ assets. This was great conversation that everyone can get some great information from.

Michael J. Martino

Partner

Michael J. Martino is a partner in the firm of Rossettie Rosettie & Martino LLP. His practice is primarily a Trusts and Estates practice with special emphasis on the area of law known as Elder Law, including Medicaid Planning, Long Term Care Planning, Asset Protection and related Nursing Home issues. This practice includes the preparation and filing of Medicaid Applications on behalf of clients and direct communications with Departments of Social Services in many counties of New York, including Steuben, Chemung, Schuyler, Tompkins, Allegany, Monroe, Madison and St. Lawrence Counties and others in upstate New York.

Mr. Martino offers his Elder Law clients a variety of strategies including asset protection trusts, annuity planning, promissory notes and other devices to preserve clients’ assets.

Mr. Martino’s Trusts and Estates practice involves all types of estate planning, including Wills, Trusts, Special Needs Trusts, Powers of Attorney, Health Care Proxies along with Estates, Probate and Administration and Guardianship Proceedings.

Mr. Martino was admitted to practice law in New York in 1987. He graduated from Western New England School of Law in 1986 and received his BA from Fordham University, Bronx, New York in 1983.

Mr. Martino is a member of the National Academy of Elder Law Attorneys, the New York Bar Association and the Steuben County Bar Association. For the past 25 years he has given numerous lectures and presentations to many local and statewide senior citizen organizations, service clubs and pre-retirement groups. Mr. Martino resides in Corning, New York with his wife, Ann.


Contact Us

Rossettie Rosettie & Martino LLP

269 West Pulteney Street

Corning, New York 14830

(607) 936-3739


This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail

Amy.jpg

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL:  AMY@ROOTEDPG.COM


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Money Roots
Money Roots with Amy Irvine
Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts.

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About your host

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Amy Irvine

Uncorking Amy Irvine!!

If any of you have ever met Amy, you know she is passionate about
three things. Family, Finances, and WINE! This comes through in all
that she does and all that she is. When asked to describe herself she first and foremost states, “I am a wife, a daughter, and hopefully a good friend, who happens to also be a financial planner.” Amy holds a Master’s Degree in financial planning and is a Certified Financial Planner TM , Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 25 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC), which started in 2016 and has grown to include 6 other planners and 2 part-time staff members. Amy is definitely “doing it her way” and has been recognized by her financial planning colleagues as being a “disrupter,” a title she holds close to her heart and is proud of.

Uniquely, at the age of 44, she decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.
On her website it states, “I love what I do, but I also very much enjoy warmth, good
conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.”
In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.”
Many of you may know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting it’s sixth year!
To round out her volunteering passion, she often provides financial education to the
community through the financial management program of Cornell Cooperative Extension of Steuben County, she serves on the board of Faith-in-Action of Steuben County, volunteers for various Fund For Women of the Southern Tier events, works with the finance committee of the Arts Council of the Southern Finger Lakes, and serves on the board for the Corning Painted Post Historical Society (also known as Heritage Village).
In her downtime, you’re likely to find her with a glass of red wine from one of the many Keuka or Seneca Lake wineries that she highlights in her Wine and Dime Podcast.