November Speaker Series & Annual General Meeting

November Speaker Series & Annual General Meeting
Estate Planning for Families with Mental Health Challenges with Ellen Cookman

Join us for our November Speaker Series and Annual General Meeting on November 19th hybrid. The Speaker Series event will feature Ellen Cookman from Cookman Law who will dive into special needs planning options for families with loved ones with mental health conditions.

This Speaker Series event will also feature our Annual General Meeting. All members are encouraged to attend! 

At this talk, Ellen Cookman will cover:

• Does your loved one need a special needs trust if they don’t receive needs-based public benefits?

• How can you build flexibility into your plan if your loved one is able to work and support themselves in the future?

• How can you find a successor trustee for your loved one’s trust if they’ve isolated themselves from most family members?

• What types of stipulations can you include in the loved one’s trust to promote productive and beneficial behaviors?

• Can your loved one qualify for an ABLE account if they became disabled after age 26?

• Q&A session at the end to enable conversations around this important topic

Join us in person or online to connect with fellow community members in a warm and welcoming space. In-person guests can enjoy light snacks, everyone is welcome, and we can’t wait to see you there!

*Speaker Series are free and open to the public* 

Details
Date: Wednesday, November 19th
Time: 6:30pm-8:00pm
Location: Hybrid

Virtual: Zoom
In Person: NAMI SMC San Mateo Office
1730 South Amphlett Blvd., Ste. 308, San Mateo, CA 94402

Agenda
6:20pm: Doors Open
6:40pm – 7:00pm: Annual General Meeting
7:00pm – 7:45pm: Ellen Cookman
7:45pm – 8:00pm: Q&A
8:00pm: Closing

Learn more about our speaker:
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.

Learn more about Cookman Law:
At Cookman Law, we’re passionate about helping families with loved ones who will need extra support after the parents are gone. We help parents design an estate plan and build a professional team that provides scaffolding for their loved ones to thrive, ensuring financial security and protection. We then continue supporting families through our Client Care Plan, keeping their estate plan up to date as their needs evolve. When the time comes, we assist with trust administration, ensuring assets are transferred smoothly and securely to the next generation.