HELPLINE: 650-638-0802 / CRISIS LINE: 650-579-0350 / TEXT 988 LIFELINE
Loading Events

« All Events

  • This event has passed.

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?
More about Ellen Cookman:
Ellen Cookman is the principal of Cookman Law in Palo Alto, California. She is passionate about helping families of all shapes and sizes plan for the future and utilize available resources. Ellen is 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, two cute and very active boys (her older son has high-functioning autism), a puppy named Rosie, and a kitty named Skittles.

 

Join Zoom Meeting:
https://us02web.zoom.us/j/87666680112?pwd=QzdJSnBQQmtIYUswa0NJRFZjNVVSQT09

Meeting ID: 876 6668 0112
Passcode: 692533

One tap mobile
+16694449171,,87666680112#,,,,*692533# US
+16699006833,,87666680112#,,,,*692533# US (San Jose)

Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)

_ _

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.

Details

Date:
Sep 26, 2023
Time:
6:45 pm - 8:00 pm
Event Categories:
,

Venue

CA United States + Google Map
View Venue Website