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Jefferey M Yussman
also known as Jeff Yussman
About Jefferey
Biography
I have been practicing in the estate planning area since 1982. I have an undergraduate degree in accounting, so I have always been interested in the tax planning aspects of estate planning, as well as working with individuals. I have worked in virtually all phases of estate planning, including the preparation of comperehensive (and often complex) estate plans, including working with owners of closely held businesses, nonprofit organizations, professionals, and a great variety of interesting people. Each family situation presents unique opportunities (and often challenges) and I try to approach each client as if they were a member of my own family.
With the birth (adoption) of my two special needs children in the early 1990's, I became very interested in planning for special needs children. This work has enabled me to not only help my clients, but to also learn from them! Together we work to solve the individual special needs planning situation in order to maximize total resources available to the special needs individual. This includes maximimizing government benefits such as Social Security and Medicaid, arranging appropriate Trustee and advisory roles, identifying service-providers who may be able to help the individual in his or her special situation, providing for maximum flexibility for unforseen circumstances, etc. I prepare estate plans for clients with special needs loved ones (so called "third party" special needs trusts), as well "first party" special needs trusts for disabled individuals who may have received an unplanned inheritance, a lawuit settlement, etc. Without the use of a special needs trust, the disabled person may lose his or her benefits and we can avoid that outcome in the vast majority of cases.
My practice if very personalized and has brought me great personal and professional satisfaction for well over 30 years.
Practice Areas
7
Practice Areas
Estate Planning
25%
44 years | 2,500 cases
Probate
25%
44 years | 1,250 cases
Medicaid and Medicare
20%
32 years | 750 cases
Trusts
20%
44 years | 2,500 cases
Fees and Rates
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Chat withLicenses
Licensed in Kentucky for 43 years
State: Kentucky
Acquired: 1982
No misconduct found
Location
Yussman Special Needs Law & Wyatt Estate Planning
6500 Glenridge Park Place, Suite 7, Louisville, KY, 40222
Wyatt Tarrant & Combs
500 West Jefferson Street, Suite 2800, Louisville, KY, 40202-2898
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Jefferey M Yussman's Reviews
Avvo Review Score
11 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | Trustworthiness
Posted by Irvin | July 22, 2015 | Trusts
The best
As a CPA, I have worked with Jefferey Yussman on numerous occasions over the years. To anyone who needs the services of a trust and estate attorney, you will not be able to find anyone more trustworthy, knowledgeable, or responsive that Jeff. The best of the best.
Jefferey M Yussman's Lawyer Endorsements
"Jeff has handled a multitude of estate planning cases throughout his career and has become an expert in crafting trusts that accomplish his clients' objectives in an efficient manner. He expertly recommends solutions to all kinds of estate planning challenges. Jeff is highly trained and a leader in his field."
"Jeff is a great lawyer and a true gentleman. I have worked with him on a number of matters and he always brings expertise and gifted communication skills. He is my go-to contact for special needs trust questions."
"I endorse this lawyer heartily, and have known Jeff for nearly 30 years. His knowledge, experience, and client-centered approach to handling estate planning and administration matters is well recognized and highly regarded among his peers. Jeff's committment and service to a number of community charitable organizations speaks highly about his personal dedication to giving of himself to those in need."
"Jeff is one of the top elder law and special needs trust attorneys in the country. I have known him for many years and he is well respected in the legal community."
"Jeffrey is a fellow member of the Special Needs Alliance, a national not for profit organization of attorneys dedicated to securing the best quality of life possible for persons with disabilities and their families. He has written many article for the SNA - and here is an example http://www.specialneedsalliance.org/the-voice/is-there-a-place-for-a-family-member-with-special-needs-in-the-family-business-2/ . I have made many referrals to him with confidence because I know his commitment and his skill level."
"I endorse this lawyer. Jeff is extremely knowledgeable, thorough and personable. I would hire him to do a project for me in a second!"
"Jeff is one of the leading estate planning attorneys. Not only does he have extensive knowledge in his practice area, his genuineness and his demeanor allows one to be assured that their matter is being handled as if Jeff was providing services personally for his own family. I trust (no pun intended) those who will retain Jeff's services will be more than satisfied. Richard Greenberg"
"I endorse this lawyer. Jeff is an excellent trust and estate lawyer and special needs planning attorney. He is also a tax expert who has taught attorneys and other professionals about these issues."
Shari Polur
Elder law lawyer
Lawrence Davidow
Unknown lawyer
James Worthington
Estate planning lawyer
Richard Greenberg
Corporate and incorporation lawyer
Brian Borellis
Elder law lawyer
Robert Fechtman
Elder law lawyer
Bernard Krooks
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Stephen Dale
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Experience
Honors
2019
Estate Planning Lawyer of the Year, Louisville, Best Lawyers in America
2019
Preeminent 5.0 out of 5, Martindale-Hubbell
2019
Super Lawyer, SuperLawyers
2018
AV Rated, Martindale-Hubbell
2018
Super Lawyer, Super Lawyers
2018
Best Lawyers in America, Best Lawyers in America
2017
AV Rated, Martindale-Hubbell
2017
Super Lawyer, SuperLawyers
2016
Trusts and Estates & Elder Law, America's Best Lawyers
2016
Kentucky Super Lawyer, Super Lawyers
2016
AV Rating, Martindale-Hubbell
2016
Top lawyer trusts, wills, disability, Louisville Magazine
2010
Estate Planning Lawyer of the Year, Louisville, Best Lawyers in America
2008
Allen continuous service award, Metro United Way
2006
Allen Society Community Service Award, Metro United Way
Work Experience
2003 - Present
Partner, Wyatt Tarrant &Combs LLP
2000 - 2003
Partner, Ogden Newell & Welch
1982 - 2000
Partner, Stites & Harbison
Associations
2019 - Present
Special Needs AlliancePresident-Elect
2011 - Present
National Association of Elder Law AttorneysMember
2007 - Present
Special Needs AllianceMember
1993 - Present
American College of Trust and Estate CounselFellow
1985 - Present
Estate Planning Council of LouisvilleMember
1982 - Present
Louisville Bar AssociationProbate Section
1982 - Present
Kentucky Bar AssociationProbate Committee
2016 - 2017
Stetson University College of LawLecturer
2013 - 2019
Special Needs AllianceTreasurer
2013 - 2017
Brandeis School of Law at Univ. of LouisvilleAdjunct Professor of Law
Sample of Legal Cases
Unpublished
Very favorable. See above
Education
1982
Louis D. Brandeis School of Law at the University of Louisville
JD - Juris Doctor
1979
University of Kentucky
BS - Bachelor of Science
Speaking Engagements
2016
NAMI "Family to Family" Program, Oldham County, KY
Estate and Trust Planning for Relatives of Family Members with a Mental Illness
2016
Estate Planning Council of Louisville
Planning Under New Section 529A (ABLE Account) Legislation
2015
Various
Estate and Basis Planning
2015
Elder Law Conference
Special Needs Trust Planning
2015
CPAs and Seniors
Special Needs Trusts Planning for Families
2015
Adjunct Professor
The Law of Nonprofit Organizations
2015
ABA Webinar
Tax Basics: Special Needs Planning for Families
2014
Seminar
Special Needs Trusts - When and How to Use Them
2014
Quarterly Meeting
Special Needs and Charitable Planning
2014
Leadership Academy
The Lawyer's Role on Nonprofit Boards
2014
Elder Law Conference
Special Needs Trusts - an Update
2014
Annual meeting of risk managers
Special Needs Trusts and Government Benefits
2014
Annual Conference
A Look at Estate Planning and Charitable Giving
2014
ABA Webinar
Estate Planning: How to Get Going and why not do it Yourself
2013
Seminar
Wealth Transfer Planning for the Closely Held Business Owner
2013
Adjunct Professor
The Law of Nonprofit Organizations
2012
Subrogation Seminar
Medicare Compliance and Medicaid Preservation
2012
Special Needs Trusts - National Conference
Five Things You Need to know about Drafting and using Third Party Special Needs Trusts
2012
Seminar
Tax Exempt Orgs from Start to Finish
2012
Seminar
Succession Planning for Aging Business Owners
2012
Annual Business Update
Advising Closely Held Business Owners
2011
Annual Subrogation Seminar
Using a "Benefits Lawyer" as a Neutral in a Mediation
Publications
2016
Business First, Louisville
Business Succession 101
2016
Wall Street Journal
Financial Planning Tools for Parents of Special Needs Children
2015
Special Needs Alliance
A Delicate Balance - How Working Affects Public Benefits
2015
University of Kentucky Estate Planning Handbook, 4th Edition
Special Needs Trusts
2014
Wyatt Tarrant & Combs LLP
Basics of Government Benefits Planning for a Disabled Child
2012
Business First, Louisville
Those with Special Needs Have an Advocate in Jeff Yussman
2011
The Voice, SNA
Special Needs Person Working in Family Business
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
Can I as the executor of my Mothers estate, sell her house and place that money into the estate account?
29 Oct 2019
Q&A
If a vehicle is included in an estate's probate can it be driven in Kentucky
22 Aug 2015
Q&A
Can a person who has someone else as a Power of attorney over them, legally sign a document for themselves?
17 Aug 2015