Special needs families have special considerations when planning for the future of their loved ones with disabilities; for example, which public benefits might my disabled child qualify for, and how do I protect those benefits? How can my child take advantage of the new CalABLE account? How can planning for those with mental health challenges differ from those with other special needs? Why might I need a stand-alone special needs trust instead of the trust being imbedded into a revocable trust?
In this presentation, attorney Ellen Cookman will take a deep dive into these essential planning questions, provide best practices on the intersection between special needs trusts and CalABLE accounts, and more.
Cookman is the owner of Cookman Law, PC in Palo Alto. She is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. She received her J.D. from UC Berkeley School of Law and her LLM in Estate Planning, Trusts and Probate from Golden Gate University
Date: May 12th, 2020
Time: 7 PM -8:30 PM