Episode 89

full
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

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AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL:  AMY@ROOTEDPG.COM


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About the Podcast

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.

In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered.

Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially!

Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.

About your host

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Amy Irvine

As a kid, I always liked numbers. I would spend hours creating math problems and solutions. Whenever I wanted to play math teacher, my brother was forced to be my student! Given my love of facts and figures, it’s really no surprise that I chose a career where I work with numbers.

I believe that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires. I started Rooted Planning Group because I wanted to offer financial PLANNING services. Our profession has a tendency to focus on “assets under management,” but I wanted to focus on the journey of your life (what I refer to in the podcast as your financial “vineyard”). I truly believe that, like wine, life and finances have different palettes that should be celebrated and not judged.

My journey as a business owner was not a direct path; it’s more of a long and winding road. Over the course of the past 30 years, I’ve worked in various financial services positions, but I’m most proud of the ensemble of women that I’ve brought together at Rooted Planning Group.

I am the author of Uncork Your Finances and the podcast host of Money Roots.

I also co-founded the Southern Tier Women's Financial Conference in 2014, an annual event dedicated to collaboration, networking, and financial education for women.