24- November: Estate Planing 101 for Sibs with Ellen Cookman of Cookman Law

Attorney Ellen Cookman and her team at Cookman Law specialize in supporting families with loved ones who have disabilities.

Please join Ms. Cookman as she discusses the fundamentals of planning, as well as topics relating to parents and siblings of disabled loved ones with Sibs in California, including the following:
· Should my disabled sibling 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 my parents transfer assets into (i.e. “fund”) the trust?
· Who should act as successor trustee of my sibling’s special needs trust?
· What is an ABLE account and how can we use it?

We hope you can join us for this informative session.

Be sure to bring your questions!

Julie, Board Member