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Our Next General Meeting – Save the Date!
Sep 26, 2023 @ 6:45 pm - 8:00 pm
September General Meeting Speaker
Ellen Cookman – Cookman Law, Palo Alto
Join us September 26th for a lively and informative presentation from attorney, Ellen Cookman, on the latest legal developments in special needs planning. Ellen will cover the following topics (among others):
- What are the best ways to make gifts to special needs beneficiaries?
- 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?
- How should the trust be drafted so that pre-tax retirement accounts can be “rolled over” into the trust?
Join Zoom Meeting:
https://us02web.zoom.us/j/87666680112?pwd=QzdJSnBQQmtIYUswa0NJRFZjNVVSQT09
Meeting ID: 876 6668 0112
Passcode: 692533
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NAMI San Mateo County General Meetings are free and open to the public. We welcome all who support our mission to improve the quality of life for people with mental illness and their families.
