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Description
Special needs trusts are powerful tools for supporting a fulfilling and secure future for individuals with disabilities, while maintaining access to essential public benefits. In this session, estate planning attorney Ellen Cookman, JD, LL.M.—a certified specialist in estate planning, trust, and probate law—will explain the key types of special needs trusts, when and how to use them, and how financial planners can collaborate effectively with attorneys to serve families with clarity and confidence. Drawing on her extensive experience across California, Ellen will share practical guidance, planning insights, and common pitfalls to help you better support clients facing these important, often complex, decisions.
Learning Objectives
Special needs trusts are powerful tools for supporting a fulfilling and secure future for individuals with disabilities, while maintaining access to essential public benefits. In this session, estate planning attorney Ellen Cookman, JD, LL.M.—a certified specialist in estate planning, trust, and probate law—will explain the key types of special needs trusts, when and how to use them, and how financial planners can collaborate effectively with attorneys to serve families with clarity and confidence. Drawing on her extensive experience across California, Ellen will share practical guidance, planning insights, and common pitfalls to help you better support clients facing these important, often complex, decisions.