Wills and Trusts

Wyatt, Tarrant & Combs, LLP


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Jeff Yussman authors “A Delicate Balance – How Working Affects Public Benefits” for the Special Needs Alliance

Jeff Yussman, member of Wyatt’s Trusts, Estates & Personal Planning Service Team, wrote an article that was recently published by the Special Needs Alliance.  The article, “A Delicate Balance – How Working Affects Public Benefits,” describes government incentives which can help individuals with disabilities explore career options.

Please click here to read the full article.


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Turney Berry to present for Trusts & Estates Practice Management webinar

Turney Berry, member of Wyatt’s Trusts, Estates & Personal Planning Service Team, will be presenting for WealthManagement.com’s Trusts & Estates Practice Management webinar entitled, “The New Uniform Fiduciary Access to Digital Assets Act: An Overview by the Drafters.”  This webinar will advise practitioners on the main provisions of the Act and advise them on handling a client’s digital assets.

Please click here to register.


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Walter Morris quoted in Kiplinger’s Retirement Report on trust decanting

Walter Morris, member of Wyatt’s Trusts, Estates & Personal Planning Service Team, was quoted in the October issue of Kiplinger Magazine‘s Retirement Report. The article, “Old Trusts Create Tax Issues for Heirs,” discusses the potential effect that rising capital-gains taxes could have on one’s trust and what it could mean for their beneficiaries.

Please click here to read the full article.


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Jeff Yussman to present at the Kentucky Society of CPAs Conference, “CPAs & Seniors”

Jeff Yussman, member of Wyatt’s Trusts, Estates & Personal Planning Service Team, will be presenting at the Kentucky Society of CPAs conference, “CPAs & Seniors.”  He will be speaking on the topic “Special Needs Trust Planning for Families.”

Other topics include:

– What to expect with aging clients and their health
– VA, Medicare, Medicaid
– Estate planning for seniors
– Guardianships, powers of attorney, elder mediation
– Using your business forecasting skills for individual and family life planning
– Building a nice market with older clients
– Social Security planning

Click here to view the full agenda.  Click here to register.