Wills and Trusts

Wyatt, Tarrant & Combs, LLP

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

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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.


Leave a reply. Please note that although this blog may be helpful in informing clients and others who have an interest in information privacy and security, it is not intended to be legal advice. The information on this blog also should not be relied upon to form an attorney-client relationship.

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