Life Plan of Kentucky

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In Kentucky, individuals with disabilities and those who love them face many challenges when trying to provide for their needs. Under current Federal & State law, a person with disabilities having more than $2,000 in assets may not be eligible for Medicaid assistance. Life Plan of Kentucky, Inc. can help safeguard the person’s eligibility for these benefits and help to offer peace of mind. Life Plan of Kentucky, Inc. has been formed as a non-profit organization in order to develop and serve as Trustee for both First Party (the person with a disability’s money) and Third Party (a family member or close one’s money) Special Needs Trust accounts. Please look at the information provided in our website and if you think you or your loved one can benefit from a Special Needs Trust account let us know, our caring and knowledgeable staff will be available to answer any questions. Learn More

What is a Special Needs Trust

The basic purpose of a “special needs trust” (also known as a supplemental needs trust) is to provide benefits, by means of a trust, to a beneficiary who would otherwise lose eligibility for public assistance (Supplemental Security Income or Medicaid). Learn More

Useful Information

Online Resources for Special Needs Planning Planning a disabled child’s financial future is a complex task. Here is a selection of some organizations that can help. View Organizations
Life Plan of Kentucky is part of our family’s plan for the future. As parents of a son with intellectual and developmental disabilities, we know that the day will come when we will no longer be able to make financial decisions on his behalf. We also know that it’s important to have a special needs trust for him. We chose Life Plan of Kentucky Pooled Special Needs Trust. This decision has given us the peace of mind that knowledgeable people will be making financial decisions on our son’s behalf in the future. Our extended family has also welcomed this decision as it will relieve them of this obligation. We feel very good about including Life Plan of Kentucky in our son’s future. Don & Gail C.

Union, KY

Staff

Karen L. Perch, Ph.D., J.D.

Karen L. Perch, Ph.D., J.D.

Executive Director

director@lifeplanofky.org
Vicki Howard

Vicki Howard

Trust Operations Coordinator

lifeplanofky@gmail.com

Board of Directors & Advisory Board Members

Jim Evans

Jim Evans

Board President

Jerry Johnson

Jerry Johnson

Board Vice President

Jim Mike Williams

Jim Mike Williams

Board Treasurer

Carolyn Wheeler

Carolyn Wheeler

Board Secretary

Rick Landon

Rick Landon

Board Member

Kristina Stambaugh

Kristina Stambaugh

Board Member

Nick Woods

Nick Woods

Board Member

Hazel Forsythe

Hazel Forsythe

Board Member

Amy Dougherty

Amy Dougherty

Board Member

Matthew Smith

Matthew Smith

Advisory Board Member

Gail Cecconi

Gail Cecconi

Advisory Board Member

Stella Beard

Stella Beard

Advisory Board Member

Jeff Yussman

Jeff Yussman

Advisory Board Member

Peter Wayne

Peter Wayne

Advisory Board Member

Life Plan of Kentucky, Inc. 2333 Alexandria Drive, Lexington, KY 40504 (859) 514-6073