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Is There a Place for a Family Member with Special Needs in The Family Business?

Jefferey Yussman, Esq. is a member of the Estate Planning Group of Wyatt Tarrant & Combs, LLP, in Louisville, Kentucky, where he chairs the firm's special needs planning practice. His practice is concentrated in the areas of estate planning and administration, business succession planning and charitable planning, but the birth of his two special needs children 20 years ago led him into the sub-specialty of planning for individuals with special needs. In addition to the Special Needs Alliance (where he is a member of the board), Mr Yussman is a Fellow of the American College of Trust and Estate Counsel, and is listed in America's Best Lawyers, Estate Planning (Kentucky estate planner of the year in 2010) and Elder Law, as well as Kentucky Super Lawyers. Mr. Yussman is the current board chairman of Wellspring, a Kentucky organization providing crisis stabilization and housing supports for mentally ill adults, and is a current executive board member of The Community Foundation of Louisville.

2024-02-29T09:25:24-05:00

The Past, Present and Future of Community Living for Persons with Disabilities – A Christmas Carol

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Walnut Creek, California Special Needs Alliance member Stephen W. Dale, Esq. of The Dale Law Firm, PC. Mr. Dale is a disability rights advocate and attorney dedicated to providing quality estate planning. He is a frequent speaker on a variety of disability related topics across the country. Mr. Dale regularly teaches courses to the public, financial professionals, and other attorneys on special needs trusts and trust administration. Additionally, Mr. Dale serves as the trustee for the Golden State Pooled Trust. Mr. Dale offers numerous videos and handouts to the public and his colleagues, many online through his Achieving Independence initiative.

2024-04-22T16:16:20-04:00Tags: |

Peering Into the Crystal Ball: Planning for Potential Disability

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Nancy Gibson, Esq., who practices in Missoula, Montana (in Montana's "banana belt"). Ms. Gibson's practice is limited to special needs planning, elder law and estate planning. She is currently a member of the Board of Directors of the National Academy of Elder Law Attorneys, and finished her term as a member of the Special Needs Alliance Board earlier this year. Ms. Gibson has been very active in local, state and national advocacy and support groups, and frequently deals with the need for crystal ball gazing.