Life Plan of Kentucky, Inc.

2333 Alexandria Dr.

Lexington, KY 40504

(859) 514-6073

Who is Life Plan of Kentucky?

Karen L. Perch

Executive Director

Karen L. Perch is an attorney with twenty years helping individuals with disabilities and their families. At present, in addition to serving as Executive Director of Life Plan, Karen also serves as guardian for two individuals, as power of attorney for three others and as trustee for two individuals with special needs trusts. Karen is a member for the Academy of Special Needs Planners and the National Academy of Elder Law Attorneys.

Jim Evans

Board President

Jim Evans is Vice President of Development & Marketing for Cedar Lake, a provider of supports to people with intellectual and developmental disabilities. He also serves as Executive Director of the Cedar Lake Foundation. Jim has more than 20 years of broad experience in fields of executive management, strategic planning, fund development and marketing for nonprofits. He is president of the Life Plan Board of Directors.

Kentucky Estate Planning

Jerry M. Johnson

Board Vice President

Jerry is a Senior Vice President and Director of Wealth Management for Bank of the Bluegrass and Trust Company in Lexington, Kentucky. A recognized leader in the Lexington banking community, Jerry has over 20 years of experience in the field of Trust administration and wealth management. Before joining Bank of the Bluegrass, Jerry served in senior management positions in the Wealth Management Divisions of two super-regional banks where he was responsible for investment and Trust portfolios in excess of $300 Million.

Jim Mike Williams

Board Treasurer

Jim Mike has thirty-one years accounting firm experience with concentrations in the medical industry, restaurant and foods services, equine, veterinary, retail establishments, non-profits and various other industries. He is a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants. He has also served on the advisory board of the Carl D. Perkins Rehabilitation Center, is a past president of the Eastern Kentucky Chapter of the Kentucky Society of CPA’s, is currently serving on the board and as treasurer for Life Plan of Kentucky, a non-profit organization.

Carolyn Wheeler

Board Secretary

Carolyn has thirty years experience advocating with and on behalf of families and people with disabilities to promote and create a “good life” for everyone involved. Since 1990, she has been employed at the Human Development Institute with the University of Kentucky and has developed expertise in the areas of estate planning, person-centered planning, employment initiatives, and supported living. Carolyn has also served on a voluntary basis as a legal guardian for three individuals with intellectual disabilities, whose parents are deceased, whom she has assisted to have contributory lives in the community,

Rick Landon

Board Member

Rick Landon is the brother/guardian of a family member who is developmentally delayed. He and his wife are his primary care-givers. He is also a Marriage and Family Therapist with the Interfaith Counseling Center in Lexington as well as an Adjunct Professor with the Baptist Seminary of Kentucky, Georgetown.

Kristina Stambaugh

Board Member

Kristina Stambaugh graduated from San Diego State University with a Bachelors degree in Recreation Administration with a Therapeutic Emphasis. She earned her Masters degree from the University of Kentucky in Rehabilitation Counseling. She holds national certifications in both Therapeutic Recreation and Rehabilitation Counseling.

She has worked in the field of therapeutic recreation for the past 23 years and has experience working with individuals of all ages and abilities. Currently she works for the Lexington Department of Social Services as the Aging Services and Disability Support Program Administrator, she overseas the operation of the Lexington Senior Center and its satellites.

Nick Woods

Board Member

Nick Woods has worked in administration of Personal Trusts, IRAs and Estates since 2002. Nick began his career with CTIC in 2011. Prior to joining CTIC, Nick was Vice President at Kentucky Bank (Paris, KY) and an Assistant Vice President at Wells Fargo Bank (Winston-Salem, NC) and a Trust Officer at Fifth Third Bank (Cincinnati, OH). Nick has been a Certified Trust and Financial Advisor (CTFA) since 2009.  Nick is currently a Board Member for Bluegrass Estate Planning Council and Advisory Board Member for Life Plan of Kentucky. He is also a youth basketball coach and active volunteer with the Special Olympics of Kentucky.

Hazel Forsythe, PhD. RD. CFCS. CPHE.

Board Member

Hazel Forsythe is a registered dietitian and emeritus faculty in the department of Dietetics and Human Nutrition at the University of Kentucky. She has a 35 year history of research with feeding problems of young children and adolescents with disabilities and examines how nutritional inadequacies lead to irregularities in intestinal control, satiety and feeding, and childhood obesity. She consults with several international organizations including the Pan American Health Organization (PAHO), The Caribbean Public Health Agency (CARPHA), and UNICEF in five Asian countries on hunger and poverty; and in Ecuador on the nutrition needs of high risk childhood populations.  Hazel Forsythe received many awards, including the Tri-state (Kentucky, Ohio and Indiana) Diversity Award, Fayette County School System Equity Council advocacy for persons with disabilities, and the International advocate’s award for Children with Non-communicable Childhood Diseases. Hazel is a former LEND core faculty in the University of Kentucky Human Development Institute and serves on several Boards as an advocate for families with autism.

Amy E. Dougherty, J.D.

Board Member

Amy has been with Bluegrass Elderlaw, PLLC since 2012. Amy focuses her practice on assisting older persons and disabled persons and their families. This includes assistance in qualifying for Medicaid long term care, and creating Wills, Powers-of-Attorney, Advanced Directives, and Trusts.  She also advocates for clients before Social Security, Medicare, and Medicaid agencies and defends against involuntary dismissal from long term care facilities. Previously, Amy practiced elder law for Legal Aid of the Bluegrass.

Amy is a frequent lecturer and presenter on Elder Law and Special Needs topics.  She is a graduate of the University of Kentucky where she earned her B.A. (History) and J.D. Degrees. Amy is a member of the Fayette County Bar Association, the Kentucky Bar Association (Elder Law Section), the National Academy of Elder Law Attorneys and Academy of Special Needs Planners. She is admitted to practice in the Eastern District of KY, the Western District of KY, the Sixth Circuit Court of Appeals and the U.S. Supreme Court.

 

Matthew Smith, J.D., MBA

Advisory Board Member

Matthew Smith is an Attorney-at-Law licensed to practice in the state of Kentucky. Matthew received his B.A. from Centre College and his M.B.A from Walden University before eventually going back to school to earn his J.D. from Northern Kentucky Chase College of Law.  Prior to going to law school Matthew worked as a financial advisor with Waddell and Reed where he focused on asset protection using special needs trusts.  Matthew has always been involved in helping people with special needs and has been an active board member with the Kentucky Behavioral Health Planning and Advisory Council for over last seven years.  His practice at Campbell & Smith Law is focused on Elder Law, which includes Special Needs Trust.

Gail Cecconi

Advisory Board Member

Gail Cecconi is the parent of an individual with special needs and a client of Life Plan.  She lives in Northern Kentucky.

Stella Beard

Advisory Board Member

Ms. Stella Beard is the Executive Director of The Arc of Kentucky.  She has worked in many capacities with Special Education and as an Advocate for children with disabilities.  Ms. Beard has worked with educators across the state to assist families with resource location and has trained others to advocate on behalf of their children.  She has served on numerous councils and advisory committees, including the State Advisory Panel for Exceptional Children and the Commonwealth Council for Developmental Disabilities.  In 2009, Ms. Beard received the Betty Triplett Award, which is sponsored by the Kentucky Partnership for Families and Children.

Jeff Yussman, J.D.

Advisory Board Member

Jeff Yussman is a Partner in Wyatt Tarrant & Comb’s Trusts, Estates & Personal Planning Service Team.  In addition to his traditional estate planning practice, Mr. Yussman has a passion for planning for individuals with special needs and has extensive experience in the preparation and administration of special needs trusts and 529A (ABLE) accounts for people with physical and mental illness.  Jeff chairs the firm’s government benefits and special needs practice division of his Service Team.  He also serves as Treasurer of the Special Needs Alliance, a national organization comprised of some of the most prominent special needs attorneys from across the country.

Peter H. Wayne IV, J.D., CFTA

Advisory Board Member

Peter serves as counsel to Advocacy Trust, while also serving as an administrative and business development officer for the Forge Companies. In addition to his time with the Forge Companies, Peter also serves on the Board of Directors for Louisville Public Media and is Secretary for the Louisville Bar Association.

Mr. Wayne was recently selected by Louisville’s Business First as a Forty Under 40 member for 2016, and while in private practice, was selected as one of Louisville’s “Top Lawyers” in the area of Elder Law by Louisville Magazine.