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May 2020 Chapter Meeting Webinar
May 8, 2020 @ 12:00 pm - 1:00 pm
Topic: Recent Developments in Estate Planning for Special Needs Families
Overview:
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 trust? 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!
Level of Complexity is Intermediate
1.0 hour CFP CE has been granted for this session by the CFP Board.
Speaker: Ellen Cookman
Featured Partner: Keith Kaag, Hines
Location: Online Only
About the Speaker:
Ellen Cookman is the owner of Cookman Law, PC in Palo Alto, California. 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 sons (one with special needs), and a boxer-pit bull mix named Ulysses.
Cost:
Early Registration $20 FPA members, $30 Non-members, $10 Students.
Registration: Click here