Central Bank & Trust Company

Special Needs Planning & ABLE Accounts

Date: Tuesday, February 4, 2020
Time: 11:30am - 1:00pm
Location: Hilary J Boone Center, 500 Rose Street, Lexington, KY
Speaker: Karen Perch, Lifeplan of Kentucky and Jeff Yussman, Wyatt Estate Planning and Yussman Special Needs Law
***THIS MEETING IS AT FULL CAPACITY...further reservations cannot, unfortunately, be taken at this time.
 
What:    “Special Needs Planning & ABLE Accounts”
Who:      Karen Perch, Life Plan of KY, Lexington, KY and Jeff Yussman, Wyatt Estate Planning/Yussman Special Needs Law, Louisville, KY
When:    Tuesday, February 4, 2020 - 11:30 AM-1:00 PM
Where:   Hilary J Boone Center, 500 Rose Street, Lexington, KY

 

Cost: $15 for members/$25 for guests - Cash, Check and all major Credit Cards accepted at the door ~ or pay online using PayPal.

 

Go to https://www.bgepc.org/events/event/18279 for more information or to register.

 

We are happy to welcome Karen Perch and Jeff Yussman back as speakers to the Bluegrass Estate Planning Council.
 
Karen Perch is an Attorney and is the Executive Director of Life Plan of Kentucky, Inc.  She has practiced in the area of special needs planning since 1995, being led to this area of law as a result of assisting her own sister in receiving disability benefits.  She also helps families understand the options and rules for parents who may want to provide for their special nees child while simultaneously trying to plan for their own care needs later in life.
 
Jeff Yussman is a member of the Estate Planning Group of Wyatt Tarrant & Combs, LLP, in Louisville, KY, where he chairs the firm's special needs planning practice, which he runs under the trade name Yussman Special Needs Law.  Jeff's practice has always concentrated in the areas of estate planning and administration, business succession planning and charitable planning, but the birth of this two special needs children led him into the sub-specialty of planning for individuals with special needs - an area in which he spends a great deal of his practice time.

 

It is IMPERATIVE that you RSVP by replying directly to this e-mail no later than  Monday, February 3rd, at 12:00 PM . Please note that if you come to the meeting without RSVP'ing, you may or may not be admitted entrance based upon the number of those who RSVP. With the popularity of this particular meeting, it is ESPECIALLY important to RSVP.  Please also be sure to provide me with the name of any guest(s) you may be bringing with you so that a nametag can be prepared for them.
 
Cancellations will be accepted until 5:00 PM on 
 Monday, February 3rdIf you do not cancel your reservation, you  WILL  be billed for the regular meeting fee as the Council becomes financially obligated to cover costs.
 
We look forward to seeing you on  Tuesday, February 4th at the Hilary J Boone Center!!

 

Melissa Gregory
Council Executive

 

P.S.  Have a friend or colleague who may benefit from our meetings?  Feel free to share this invitation and invite them to come join us!

 
We would like to thank our 2019-2020 BGEPC sponsors:
 
PLATINUM :  Central Bank and Community Trust and Investment Company
SILVER: MCF Advisors
BRONZE :  WealthSouth

See Upcoming Event Calendar