Julian Gray Associates

05/28/2026

Join us on Tuesday, June 2nd at the Upper St. Clair Community & Recreation Center for an informative panel discussion focused on preparing for retirement!

Our CELA and Partner of the firm, Matt Kikta, will be part of the panel addressing important estate planning concerns, alongside other professionals speaking on financial planning, Medicare, health & wellness, and more.

Whether you’re planning for yourself or helping a loved one navigate the future, this is a great opportunity to gain valuable insight and ask questions. We hope to see you there!

05/25/2026

Here’s a question from one of our readers: Just Had a Baby? 5 Estate Planning Moves to Make Immediately!

Find the answer here
https://mailchi.mp/grayelderlaw/askjulian5-24

Send your questions to [email protected]

2. Create or update your will.This ensures your wishes are clearly documented, including how assets should be handled for your child.

05/22/2026

Julian Gray Associates was proud to support the Ryan Shazier Fund for Spinal Rehabilitation at the Run for the Black & Gold last week! It was an incredible evening supporting an amazing cause, with more than $520,000 raised to benefit the spinal cord injury community. We are honored to be part of such a meaningful event!

05/22/2026

We are proud to announce the CELAs of Julian Gray Associates that have been recognized as 2026 Pennsylvania Super Lawyers in the area of Elder Law by Pennsylvania Super Lawyers Magazine!

05/18/2026

Here’s a question from one of our readers: What Happens to Your 401(k) or IRA When You Die?

Find the answer here
https://mailchi.mp/grayelderlaw/askjulian5-17

Send your questions to [email protected]

Retirement accounts like 401(k)s and IRAs don’t pass through your Will. They go directly to the beneficiaries you’ve named.

05/13/2026

Thank you to everyone who joined us yesterday for our Healthcare Professionals Conference! We were thrilled to see such a great turnout and truly appreciate all of the attendees, incredible speakers, and amazing sponsors who made the day such a success.

It was a fantastic day filled with valuable learning opportunities, meaningful connections, and engaging conversations. We are grateful for everyone who helped make this event so memorable and impactful.

We can’t wait to do it all again next year — see you then!

05/12/2026

Today we are proud to recognize our Conference Partner!

We’re honored to have Gallagher Home Health Services and Gallagher Hospice as a valued Partner of HPC 2026. Their support helps foster meaningful conversations, knowledge-sharing, and progress within the health care community.

Thank you, Gallagher, for being a key part of this initiative and helping us create an event that truly makes a difference!

05/12/2026

Registration for HPC 2026 begins in one hour!

We would like to thank A+ StairLifts for being our Registration Sponsor for the event and helping to make all of this possible! We couldn't have done it without your support!

05/11/2026

TOMORROW is the 2026 Healthcare Professionals Conference!

A huge thank you to our Bronze Level Sponsors for their support of the conference- your commitment helps us bring together leaders, innovators, and professionals from across the healthcare industry to learn, connect and grow.

Registration begins at 8am and the program beings promptly at 8:30am! Don't forget to bring a sweater as it can be chilly in the venue!

We can't wait to see you all tomorrow!

05/11/2026

Here’s a question from one of our readers: Can You Give Assets to Your Kids Without Getting Penalized?

Find the answer here
https://mailchi.mp/grayelderlaw/askjulian5-10

Send your questions to [email protected]

Many people assume they can simply transfer assets to their children to qualify for Medicaid. The reality is more complicated. If you make gifts within five years of applying, those transfers can trigger a penalty period under the lookback rule.