Basics of Special Needs Planning

When & Where

This meeting was held over Zoom on Thursday, October 17th, 2024 from 7 PM to 8:30 PM.

Agenda

The General Meeting began at 7 PM.

7 PM: NAMI CC Announcements
7:15 PM: Presentation Begins

Meeting Description

For our October General Meeting we will learn everything we’ve always wanted to learn about Special Needs Trusts and ABLE accounts, and how you and your family can use them.

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:

• 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?

About the Speakers

Ellen Cookman is the principal attorney 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 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 Siberian husky mix named Rosie, and a kitty named Skittles.

If you have Questions or Comments for our speaker during the presentation, you may contact Cri Campbell-Schine at cri@namicontracosta.org.

Closed Caption Translation is available in various languages for any of NAMI CC’s General Meetings on Zoom. Attendees can select the language of their choosing. RSVP to cri@namicontracosta.org by October 17, 2024 if you require audio language translation.