Safeguarding Your Plans
Throughout the estate and futures planning process, we understand you may need additional information and/or resources, which is why we have identified several useful links and information. They are organized according to the planning timeline.

Creating a Vision  |  Building a Relationship  |  Planning for Financial Security  |  Safeguarding Your Plans  | 

Safegaurding Your Plans

Identifying people who can and will take on significant roles in one’s estate plan is often the most difficult part of the planning process. Assuming that other adult children or other family members will automatically “step-in” upon the parent’s incapacity or death is unwise and unrealistic. Asking people to take on the following roles will most likely be required to put a plan into place:

Executor or Executrix and Alternate(see Glossary) Power of Attorney and Alternate (see Glossary) Health Care Surrogate – go to Guardian – go to Trustee – see Glossary

Putting a plan into place will require the assistance of an attorney whose area of expertise includes estate planning, an understanding of public benefits (particularly SSI and Medicaid), guardianship, and special or supplemental needs trusts. The following list is by no means exhaustive, but does represent attorneys in Kentucky with estate planning knowledge and experience in working with families who have children with special needs

Jefferson County

Brian Borellis
Attorney at Law
802 Stone Creek Pkwy, Suite #8
Louisville, Kentucky 40223
(502) 425-5297

Jeffery Yussman
Wyatt, Tarrant & Combs
500 W. Jefferson St.
Louisville, Kentucky 40202
(502) 562-7544

Maria A. Fernandez
Fernandez, Friedman, Grossman & Kohn PLLC
2400 National City Tower
Louisville, Kentucky 40202
(502) 589-1001

Richard N. Bush
Attorney at Law
235 South Fifth Street
Fourth Floor
Louisville, Kentucky 40202
(502) 584-7255

Christian County

DeLora “DeDe” Grabara
Attorney at Law
1610 South Virginia
Hopkinsville, KY 42241

Daviess County

Tom Meyer, J. D. Meyer
Meyer, Haynes, Crone & Meyer, LLP
100 E. Veterans Blvd.
Owensboro, KY 42303

Fayette County

Kevin L. Johns
Wyatt, Tarrant & Combs
250 W. Main Street, Suite 1600
Lexington, KY 40507-1746

Robert McClelland
Attorney at Law
1795 Alysheba Way, Suite 2202
P. O. Box 54654
Lexington, KY 40555
(859) 543-0061

T. Renee Mussetter
Attorney at Law
128 Kentucky Avenue, Suite 120
Lexington, Kentucky 40502
(859) 268-1047

Karen L. Perch, Ph.D.
Attorney at Law
2333 Alexandria Drive
Lexington, Kentucky 40504
(859) 224-0513

Madison County

Alison Lobb Emmons
Emmons, Luxon, Puckett & Shannon, P.S.C.
Attorneys at Law
114 North Second Street
Richmond, KY 40475
(859) 623-0092

McCracken County

Theodore S. Hutchins
Denton & Keuler, LLP
P.O. Box 929
Paducah, KY 42002-0929
Last Updated: June 23, 2006
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