Special Needs Law

Special needs planning is sort of what it sounds like, but is really much more, and comes in increasing forms and varieties.  It involves planning for those who are unable to fully care for themselves (whether caused at birth or by subsequent event(s)); for those who meet the legal definition of disability for social security purposes, and for those who have limited resources and income.  Jeff gives advice about the creation of different types of special needs trusts and ABLE accounts, which enable the disabled person to legally retain the government benefits to which he or she is entitled.  

Consulting & Advising

Jeff advises Trustees (individual and corporate) about how to administer these complex trusts.  And he advises any affected person (including other lawyers) about how to deal with potentially qualifying or disqualifying factors that might establish, increase, reduce or terminate a disabled person’s Social Security, Medicaid or other benefits.  This work includes advising about, and handling, administrative appeals and hearings in the rare instances they are required.

Estate Planning

Estate planning is usually considered the process of putting one’s affairs in order so that the things you own and cherish are handled the way you want at death, at the lowest possible cost and with the least amount of acrimony.  That is absolutely true, but it is also much more:  It also includes planning for an unexpected disability or health care crisis, as well as taxes and special assets, including closely held business assets.  Jeff has been practicing estate planning law for over 35 years, and has been fortunate to be recognized in numerous ways over the years as a top estate planner in the United States, and the top estate planner in Kentucky for 2011.

Get in touch

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