MCLE: Santa Cruz County Estate Planning Council
03.17.26
Special Needs Trusts and ABLE accounts
Please join attorney Ellen Cookman for a deep dive into the complex world of Specia lNeeds Trusts and ABLE accounts. We will explore the following questions and more:
1. If we don’t know whether the child will need a special needs trust in the future, how do we build in flexibility?
2. In which circumstances might a SNT be funded “early” (i.e. while the parents are still alive)?
3. How can an SNT and an ABLE account complement each other?
4. Best practices for drafting and funding where a family has both neurotypical and neurodiverse children
5. All of the professional roles that need to be defined and identified in the SNT for successful management
About the Presenter:
Ellen Cookman is the principal attorney of Cookman Law and 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 and their two boys (her older son has high-functioning autism), a Siberian husky mix named Rosie, and a kitty named Skittles.
MCLE fees are non-refundable unless a cancellation request is made
at least three days before the event.
MCLE credits: The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.
In order to receive full credit, you must complete an hour of attendance.
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