2024 Holiday Newsletter
What’s New This Year
We’re thrilled to announce that Bluegrass Elderlaw received the following awards in the Best of Lexington survey for 2024:
#1 Elder Law Firm
#2 Estate Planning Firm
New Resources Released in 2024:
This past year, we released several new resources. Here are a few highlights. To read the full publications, click on the underlined title.
Blog Post: Legal Essentials for Parents
Parenthood is a rewarding journey, filled with countless joys and responsibilities. As a parent of a minor child, understanding the legal aspects related to guardianship and education planning is essential for ensuring your child's well-being and future success.
Blog Post: How to Prevent Beneficiary Designations from Affecting Government Benefits for Someone with Special Needs
For people with special needs who rely on government benefits for support, safeguarding these benefits should be a priority. Here are some effective methods to protect these benefits while ensuring financial security for these individuals.
Blog Post: Benefits of a Qualified Income Trust
Navigating the world of Medicaid can be complex. One term you may come across is "Qualified Income Trust" (QIT). But what exactly is a QIT? How does it work? And why is it relevant to Medicaid eligibility?
Handout: Disinheriting with a Dollar: Fact or Fiction?
Occasionally, a client wants to disinherit a family member. When doing this, it's essential to understand the implications and alternatives when considering disinheriting a family member to avoid unintended consequences and additional financial burdens on the estate and other beneficiaries.
Handout: Practical Steps to Take when Coping with the Loss of a Loved One
Dealing with the passing of a loved one is an inevitable part of life, bringing forth a wave of emotions and an array of tasks that can feel overwhelming. To assist you during this difficult period, we've compiled a straightforward guide of essential steps to consider.
Handout: Irrevocable Medicaid Asset Preservation Trusts
A summary, advantages, and disadvantages.
To view an exhaustive list of resources, visit our blog page, resources page, and guide library.
In 2024, we welcomed a new member to our team. Meet Gwyn!
Gwyn Sproull
Administrative Support Assistant
Gwyn joined the Bluegrass Elderlaw team in 2024. She grew up in Lexington and has a B.S. in Paralegal Studies. Prior to joining the firm, she worked in her church as a bereavement minister, assisting people through the funeral process. In her spare time, she enjoys spending time with her family and gardening.
In 2024, Gwyn welcomed two grandchildren and a daughter-in-law into her family. She also enjoyed a trip to Italy with her husband for their 35th anniversary.
Our attorneys and other staff members had a wonderful year too!
Tracy McIntosh
Paralegal
As Tracy is a deacon at Second Presbyterian Church, she helped her church staff, leadership, and congregants be trained so that the church could be designated as a dementia friendly by Dementia Friendly Lexington.
Grace Jeter
Paralegal & Marketing Coordinator
This year, Grace and her husband Justin welcomed a new addition to their family - a playful kitten named Percival! Outside her work at Bluegrass Elderlaw, Grace has been focused on her work as Chair of the Kentucky Statewide Independent Living Council, working to expand its impact.
Frankie Stivers
Receptionist
This year was spent preparing for her oldest daughter, Katlin’s wedding. In July, Frankie’s son Jacob and his wife Peyton welcomed their second son. In November, Frankie and her husband Steve took their daughter Karolyn to Pigeon Forge for a couple of days.
Annie Caudill
Paralegal
Annie enjoyed spending time with her family and traveling this year, including taking a trip with her family to Madrid, Rome, and Florence this summer.
Amy Dougherty
Attorney
Amy enjoyed traveling to Colorado Springs this year, where she joined a niece and her children at the Cheyenne Mountain Zoo.
Angela Rehorn
Office Manager
This year, Angela had fun fishing in Yellowstone. She let the bears have the big fish!
Mary Patton
Attorney
Mary had a very exciting year of traveling. She went to Paris for a week with her daughter to see Taylor Swift. This summer, Mary celebrated her 20th wedding anniversary with her husband, Jeremy. They celebrated by spending some time exploring Vancouver and parts of Alaska. Here they are at the Capilano Suspension Bridge Park in British Columbia.
Carolyn “Coop” McCown
Medicaid Paralegal
2024 was a blessing for Coop, as she got to spend time with her family. She also spent time with her best friend in Dallas, Texas. She completed one item on her bucket list, which was to visit The Black Wall Street in Tulsa, Oklahoma, which was phenomenal.
Michaela Estes
Fiduciary Services Coordinator
In 2024, Michaela made the much-needed move to Lexington with her partner, Dan, and their three boys, Amadeus, Toulouse and Basil! Apartment life has been good for all of them and allowed Michaela to dabble in some old hobbies and new ones. “Cat Mom” isn’t her only title.
Katie Finnell
Attorney
Katie and her family went to Spain this year and had a fantastic time!
