Wills and Trusts

Wyatt, Tarrant & Combs, LLP


Leave a comment

Jeff Yussman to serve as panelist for American Bar Association webinar, “Tax Basics: Special Needs Planning for Families”

Jeff Yussman, member of Wyatt’s Trusts, Estates & Personal Planning Service Team, will be serving as a panelist for the American Bar Association webinar, “Tax Basics: Special Needs Planning for Families” on December 2.  The panel will discuss tax regulations, bookkeeping protocols and public benefits of which trustees should be fully aware.

Please click here for more information and to register.


Leave a comment

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.