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Estate Planning for Special Needs Families
October 25, 2018 @ 11:30 am - 1:30 pm
As we encounter an increasing number of special needs issues with our clients, it is essential to know the basics of special needs planning and identify planning opportunities that could benefit our clients. Please join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into the following issues:
- Does my client need a stand-alone or testamentary special needs trust?
- How should a trust be drafted so that pre-tax retirement accounts can be “rolled over” into the trust?
- How does one “establish” a special needs trust?
- What is the difference between a first-party and third-party special needs trusts?
- What is an ABLE account and why should a disabled beneficiary have one?
- What is a limited conservatorship and how does it work?
We look forward to seeing you there!
Ellen Cookman is the principal of Cookman Law 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 (Boalt Hall), and received her LL.M. in Estate Planning, Trust and Probate from Golden Gate University. Ellen lives in East Palo Alto with her husband (also the bookkeeper at Cookman Law), two cute and very active little boys, and a boxer-pit bull mix named Ulysses.
RSVP: Jim Heitzig, Chapter Executive
11:30 am – 12:00 pm: Registration & Networking
12:00 pm: Buffet Lunch
12:30 pm: Program
1:30 pm: Close
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