Special Needs Trust Planning for Parents: Virtual
Come join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trust planning. Ellen will answer the following questions, and more:
-Should I have a stand-alone or testamentary special needs trust?
-What is the difference between a first-party and third-party special needs trust?
-When and how should I transfer assets into (i.e. “fund”) the trust?
-What is an ABLE account and how can we use it?
-How should the trust be drafted so that pre-tax retirement accounts can be “rolled over” into the trust?
-Should I pursue a limited conservatorship for my child?
-Children are welcome to attend.
-Facilitators are professionals who may have their own private practice. They may use their discretion to determine whether an additional fee is needed when their expertise is solicited outside of class.
- For additional resources view our Special Needs Collection.
Ellen Cookman is the principal of Cookman Law, PC in Palo Alto, California. She is passionate about helping families of all shapes and sizes plan for the future and utilize available resources. Ellen 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 LL.M. in Estate Planning, Trust and Probate from Golden Gate University. Ellen lives in East Palo Alto with her husband, two cute and very active boys (her older son has high-functioning autism), a boxer-pit bull mix named Ulysses, and a kitty named Skittles.