Jefferey M. Yussman

PUBLICATIONS

• • Featured in article, “Estate Planning specialists share insights on special needs, elder law,” Bar Briefs, July 2020.
  • Author, “Protecting Your Disabled Client’s Settlement or Judgment Proceeds: Issues and Planning Tools,” The Advocate, September 2018
  • Quoted in “Retirement Report,” Kiplinger’s Personal Finance Magazine, August 2017
  • Quoted in “Financial Help for Parents of Special-Needs Children,” The Wall Street Journal, June 2016
  • Co-author, “How To Lower the High Cost of Dying – Business Succession 101,” Louisville Business First, April 2016
  • “A Delicate Balance – How Working Affects Public Benefits,” Special Needs Alliance (October 2015)
  • Kentucky Estate Planning Handbook (4th ed. 2015), University of Kentucky College of Law, Office of Continuing Legal Education, Author of the chapter “Special Needs Trusts”

PRESENTATIONS

• Mr. Yussman writes and lectures nationally on topics of estate, special needs, business succession and charitable planning and has served as an adjunct professor of law at the University of Louisville Brandeis School of Law and the Stetson University College of Law (Gulfport, Florida).  Following are examples of some of Mr. Yussman’s recent publications and speaking engagements:

  • Critical Changes in the Law Beginning July 15. The Kentucky Justice Association, June 2020.
  • Remote Signing of Wills, Powers of Attorney, Etc. During Covid-19 Emergency and After. Kentucky Justice Association, April 2020.
  • The Uses of 529 “ABLE” Accounts, Parents of Pillar, Applepatch Communities Residents, February 18 2020.
  • Planning for a Special Needs Family Member, Bluegrass EP Council with Life Plan of Kentucky, February 4, 2020
  • Planning for an Elderly Person with Special Needs, University of Kentucky Elder Law Conference, November 1, 2018
  • Pitfalls and Preferences for Special Needs Trusts, Midwest-Midsouth Estate Planning Institute, July 12, 2018
  • Recent Developments & Ethical Issues in Representing the Disabled and Elderly, Kentucky Justice Association, April 25, 2018
  • Planning for a Special Needs Family Member, Argi Financial Group, February 2018; Summit Academy, January 23, 2018
  • Legal Planning for Protecting Government Benefits Available to Persons with Special Needs, Western Kentucky University’s Special Needs Summit, October 13, 2017
  • Transition, Estate and Trust Planning for Young Adults with Special Needs, Summit Academy of Greater Louisville, January 25, 2017
  • Estate and Trust Planning for Relatives of Family Members with a Mental Illness, Oldham County, KY, “Family to Family” program of NAMI, September 24, 2016
  • Planning under new section 529A (ABLE) accounts legislation, Estate Planning Council of Louisville, September 21, 2016
  • Special Needs Trust Planning for Families, Kentucky Society of CPAs’ “CPAs & Seniors” Conference, December 8, 2015
  • Tax Basics: Special Needs Planning for Families, American Bar Association webinar, December 2, 2015
  • Special Needs Trust Planning for Families, Kentucky Society of CPAs’ Elder Law Conference, January 14, 2015.
  • Estate and Trust Planning for Relatives of Family Members with a Developmental Disability, Stewart Home School, May 17, 2013
  • “Is There a Place for a Family Member with Special Needs in the Family Business?” The Voice (SNA)
  • Estate and Basis Planning, Presentation to Various Financial Advisors, 2015
  • The Law of Nonprofit Organizations, Adjunct Professor, University of Louisville School of Law
  • Estate Planning:  How to get going and why not to do it yourself, National Webinar, American Bar Association, 2014
  • Special Needs Trusts – When and how to use them, Seminar, Lexington Estate Planning Council, 2014
  • Special Needs and Charitable Planning, Quarterly Meeting, Partnership for Philanthropic Planning, 2014
  • The Lawyers Role on Nonprofit Boards, Leadership Academy, Louisville Bar Association, 2014
  • Special Needs Trusts – an Update, Elder Law Conference, Kentucky Bar Association, 2014
  • Special Needs Trusts and Government Benefits, Annual meeting of risk managers, KY Society of Health Risk Management, 2014
  • A Look at Estate Planning and Charitable Giving, Annual Conference, CASE Kentucky, 2014
  • Wealth Transfer Planning for the Closely Held Business Owner, Seminar, University of Kentucky School of Law, 2013
  • The Law of Nonprofit Organizations, Adjunct Professor, University of Louisville School of Law, 2013
  • Medicare Compliance and Medicaid Preservation, Subrogation Seminar, Kentucky Justice Association, 2012
  • Five Things You Need to Know about Drafting and Using Third Party Special Needs Trusts, Special Needs Trusts – National Conference, Stetson University School of Law, 2012
  • Tax Exempt Organizations from Start to Finish, Seminar, National Business Institute, 2012
  • Succession Planning for Aging Business Owners, Seminar, Stetson University School of Law, 2012
  • Advising Closely Held Business Owners, Annual Business Update, University of Kentucky School of Law, 2012
  • Using a “Benefits Lawyer” as a Neutral in a Mediation, Annual Subrogation Seminar, Kentucky Justice Association, 2011