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Basics of Special Needs Planning: Estate Planning, Trusts, and ABLE Accounts
Basics of Special Needs Planning: Estate Planning, Trusts, and ABLE Accounts

Basics of Special Needs Planning: Estate Planning, Trusts, and ABLE Accounts

Come learn everything you've always wanted to know about Special Needs Trusts and ABLE accounts, and how you and your family can use them!

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Time & Location

Aug 29, 2024, 5:30 PM – 6:30 PM PDT

Zoom

Details

Come learn everything you've always wanted to know 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?

Ellen Cookman is the principal of Cookman Law in Palo Alto, California. She is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization.

Parents/caregivers, students, educators, health professionals, and community members welcome. Simultaneous Spanish interpretation will be available. Free admission.

NOTE: Zoom link included in Eventbrite Registration Confirmation under "Additional Information."

The Neurodiversity Speaker Series is presented by a consortium of Silicon Valley-based nonprofits including The Parent Venture, Children's Health Council, Compass High School, REEL2e, and The RILEY Project, with major funding from the Educating All Learners Alliance (EALA).

For more information, please visit www.neurodiversityspeakerseries.org, or contact Charlene Margot, CEO, The Parent Venture, at cmargot@parentventure.org.

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REEL2e is a tax-exempt 501(c)(3) private operating foundation (tax identification number 87-3259103). Donations are tax-deductible as allowed by law. 

Please note: These services are for educational and general purposes and are NOT intended to diagnose or treat any physical or mental illness or to be construed as legal, financial or medical advice. Please consult a licensed service provider in the applicable industry if you have questions.

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