6200 Dutchmans Ln
11:30 AM – In-Person Networking
11:45 AM – Program Begins
In-Person & Virtual Registration Options
Free to Members, $35 Guests
(includes lunch for in-person registrations)
Program is limited to 25 in-person registrations.
The SECURE Act, passed in December 2019, changed the landscape on inherited IRAs. Although nearly three years have passed, not all donors and clients are aware of how the SECURE Act may affect their estate planning. Likewise, they may be unfamiliar with ways to counteract the restrictions of the SECURE Act and ways to address the financial needs of special-needs beneficiaries.
To unravel the SECURE Act and provide a roadmap through some of its landmines, join an informative presentation by Wyatt, Tarrant & Combs Partner Gordon B. Wright (past Chair of the firm’s Estate Planning Practice Group) and Wyatt’s Jeff Yussman, who chairs the firm’s special-needs planning practice within the Estate Planning Practice Group.
Speaker Bios:
Jeff Yussman
Wyatt Estate Planning & Yussman Special Needs Law Divisions, Wyatt, Tarrant & Combs, LLP
Jeff Yussman 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, which he runs under the trade name Yussman Special Needs Law. Jeff’s practice has always concentrated in the areas of estate planning and administration, business succession planning and charitable planning, but the birth of his two special needs children many years ago led him into the sub-specialty of planning for individuals with special needs, where he now spends a great deal of his practice time.
Jeff is the immediate past President of the national Special Needs Alliance, and is a Fellow in the American College of Trusts and Estates Council (ACTEC). Jeff has twice been named Estate Planning Lawyer of the Year in the Louisville area by “Best Lawyers in America,” and was recently named a Distinguished Alumni of the Brandeis School of Law at the University of Louisville.
In addition to his practice, Jeff has also devoted many years serving his community in leadership roles, including as an advisor for the University of Louisville Planned Giving Council, with the Community Foundation of Louisville (Executive Committee member), Metro United Way (Executive Committee member), Past President of Wellspring (which provides housing and psychiatric rehabilitative services to those facing the challenges of serious and persistent mental illness), and other organizations serving those with special needs.
Gordon B. Wright
Partner, Wyatt, Tarrant & Combs, LLP
Gordon Wright is past Chair of the Firm’s Estate Planning Practice Group and a member of the Firm’s Trusts, Estates & Personal Planning Service Team. He concentrates his practice in the areas of estate planning and estate administration, employee benefits and taxation.
Gordon is active as a Fellow in the American College of Trust and Estate Counsel (ACTEC) where he serves on the Employee Benefits Committee and the Fiduciary Income Tax Committee.
Cancellation/Refund Policy:
Registration cancellations must be made the Friday before the program date. No refunds will be issued after that time. You may send a colleague in your place. Members who register and do not attend will be invoiced for the price of lunch. Please send changes to cgpkentuckiana@gmail.com.