- Видео 138
- Просмотров 330 305
Ellen Cookman - Special Needs Trust Attorney
Добавлен 24 окт 2020
Ellen Cookman started Cookman Law in 2015 to help 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.
At Cookman Law, we are passionate about helping families with complex situations plan for the future. We believe that each family has unique needs, and their estate plan should be customized to meet those needs. Ellen Cookman started the firm in 2015, to provide broad estate planning services in the California Bay Area with a sub-focus on special needs planning.
Check out our website at:
cookmanlaw.com/
Subscribe to our newsletter at:
cookmanlaw.com/cl-blog/
Looking forward to connecting!
(650) 690-2571
At Cookman Law, we are passionate about helping families with complex situations plan for the future. We believe that each family has unique needs, and their estate plan should be customized to meet those needs. Ellen Cookman started the firm in 2015, to provide broad estate planning services in the California Bay Area with a sub-focus on special needs planning.
Check out our website at:
cookmanlaw.com/
Subscribe to our newsletter at:
cookmanlaw.com/cl-blog/
Looking forward to connecting!
(650) 690-2571
All About Food Stamps
Food stamps, also called CalFresh in California and Supplemental Nutrition Assistance Program (SNAP) federally, are a valued benefit for many families and individuals with disabilities. Many people wonder if they’re eligible for food stamps and whether they could benefit from this service.
In this video, Ellen will cover:
How the California version of SNAP or food stamps, called CalFresh, works
Who is eligible for this program
How CalFresh works for people who are disabled or are receiving welfare support
An example of how a state may determine eligibility
At Cookman Law, we work with many disabled individuals who qualify for food stamps, Medi-Cal, and other public benefits. Although we do not...
In this video, Ellen will cover:
How the California version of SNAP or food stamps, called CalFresh, works
Who is eligible for this program
How CalFresh works for people who are disabled or are receiving welfare support
An example of how a state may determine eligibility
At Cookman Law, we work with many disabled individuals who qualify for food stamps, Medi-Cal, and other public benefits. Although we do not...
Просмотров: 178
Видео
Estate Planning Across State Lines
Просмотров 16021 час назад
A lot of people are moving to and from California these days, and many of them may be wondering: do I need to update my estate plan? Because each state has its own laws, there is no definitive answer to this question. That’s why we recommend talking with an experienced estate planning attorney (like the team at Cookman Law) to get the answers you’re looking for. There are some factors that you’...
Working while Receiving SSDI? Here’s What You Need to Know
Просмотров 1,4 тыс.14 дней назад
Working while receiving Social Security Disability Income (SSDI) can be challenging, but once you understand the program requirements, it becomes a lot simpler. This video will explain the details you need to know! Ellen will discuss: The purpose of SSDI and how it works with Medicare eligibility The process for receiving SSDI while you work The “Ticket to Work” training program The 3 stages of...
Inherited IRA to Special Needs Trust: Interview with Darryl Lynch
Просмотров 40821 день назад
When it comes to someone with special needs receiving a retirement account as an inheritance, there are some additional details to pay attention to. In this interview, Ellen and financial advisor Darryl Lynch will discuss how you can inherit the retirement account while protecting your public benefits AND reducing your income tax liability! In this video, Ellen and Darryl discuss options for ad...
Qualified Disability Trust: What Is It? Special Needs Trust
Просмотров 381Месяц назад
If a Special Needs Trust is considered a Qualified Disability Trust (QDT) by the IRS, there are specific tax benefits that may be attractive to some individuals and families. In this video, Ellen will guide you through: What a Qualified Disability Trust is and the benefits it can provide The criteria for a QDT The tax benefits that a QDT may offer What to look for in an accountant for a QDT If ...
Important Section 8 Changes: Asset Limits!
Просмотров 1,9 тыс.Месяц назад
There are big changes coming to Section 8 housing. These changes were actually signed into law back in 2016, but they become active in 2024. One of the most significant changes involves new requirements for asset limits, which can affect eligibility. In this video, Ellen will guide you through the changes, discuss what they may mean for you, and offer solutions to help you avoid costly missteps...
How Can I Avoid a Medi-Cal Share of Cost?
Просмотров 561Месяц назад
Medi-Cal is an essential benefit for many people, but the share of cost can be financially devastating - especially if a change happens that you didn’t anticipate. There are different ways to become eligible for Medi-Cal, but in this video, Ellen will focus on the two most popular: “Federal Poverty Level Medi-Cal”, which doesn’t have a share of cost, and “Medically Needy Medi-Cal”, which does. ...
Are You a Disabled Student Going to College? This is for you!
Просмотров 201Месяц назад
If you or someone you care about will be going off to college as a student with disabilities, there are things you (and they) should know about how to work with benefits, especially SSI. In this video, Ellen will discuss: Essential steps to take before the academic year begins How your SSI payments can be affected by different scenarios - working year round, working during the summer or breaks,...
Trust Administration: A Beneficiary’s Guide to General Estate Planning
Просмотров 1,2 тыс.Месяц назад
Trust administration can be a tricky, even difficult process. There are a lot of requirements that a trustee has to follow - but what does that mean for the beneficiaries? In this video, Ellen will guide you through the process, let you know what to anticipate, and explain how to avoid potential missteps that can affect your payment or inheritance. If you are the trustee of a trust and need hel...
Medi-Cal Laws Have Changed...Do I Still Need a Special Needs Trust?
Просмотров 7932 месяца назад
With the recent changes to Medi-Cal, many people have been left wondering if they still need a Special Needs Trust. This is a great question - and in this video, Ellen will share the answers you’re looking for! She’ll discuss: What the recent Medi-Cal changes mean for you When a Special Needs Trust is no longer needed Which situations still require a Special Needs Trust Other trust options you ...
Trustee Fees - How Much Should You Pay?
Просмотров 5762 месяца назад
When act as trustee, you should be paid, according to the state of California. How much should these payments be, and where does the funding come from? Get the answer to these questions and more in this week’s video! We’ll cover: Which factors determine the amount to be paid to the trustee How the payments work How to avoid costly potential mistakes If you have been named as trustee of a trust ...
Supported Decision Making; An Alternative to Conservatorships
Просмотров 2562 месяца назад
Many families of adult children with special needs feel the duty to help their children or loved ones make good decisions, but are hesitant (or their child is ineligible) to take the step of conservatorship. Other options - and often better options - exist for these families. One of these options, Supported Decision Making, is becoming more and more popular, both in California and across the co...
Masterclass in Special Needs Trust vs ABLE Accounts! (What you need to know)
Просмотров 1,1 тыс.2 месяца назад
Special Needs Trust or ABLE Account - which should you choose in 2024? In this video, Ellen Cookman will lead you through the details, benefits, and drawbacks for both. There are various kinds of Special Needs Trusts, and Ellen gives an overview of them so that you will have a better idea of which may work best for you, a loved one, or a client. Special Needs Trusts can be used in conjunction w...
Does My Child Need a Conservatorship?
Просмотров 3023 месяца назад
Does My Child Need a Conservatorship?
What Can I Buy with a Special Needs Trust?
Просмотров 1,1 тыс.3 месяца назад
What Can I Buy with a Special Needs Trust?
It’s Just a Quick Question…Right? (Not When It Comes to Your Estate Plan)
Просмотров 3093 месяца назад
It’s Just a Quick Question…Right? (Not When It Comes to Your Estate Plan)
A Checklist for When Your Parents Health Goes South
Просмотров 3633 месяца назад
A Checklist for When Your Parents Health Goes South
What Can a Dynasty Trust Do for Me?
Просмотров 1,1 тыс.3 месяца назад
What Can a Dynasty Trust Do for Me?
Helping Your Child Buy Their First Home
Просмотров 5914 месяца назад
Helping Your Child Buy Their First Home
Estate Planning - It’s Not Just for Your Grandma!
Просмотров 6274 месяца назад
Estate Planning - It’s Not Just for Your Grandma!
2024 SSI Updates: What you need to know! (Good news!)
Просмотров 39 тыс.4 месяца назад
2024 SSI Updates: What you need to know! (Good news!)
The true cost of not having an Estate Plan
Просмотров 1,1 тыс.4 месяца назад
The true cost of not having an Estate Plan
Innovative Special Needs Housing Options in the Bay Area
Просмотров 7905 месяцев назад
Innovative Special Needs Housing Options in the Bay Area
Praise for Ellen's Special Needs Planning Presentations - Video Testimonial
Просмотров 895 месяцев назад
Praise for Ellen's Special Needs Planning Presentations - Video Testimonial
7 Ways to Keep the Peace After your Death
Просмотров 3785 месяцев назад
7 Ways to Keep the Peace After your Death
Mom and Dad...We need to have "THE TALK"
Просмотров 2015 месяцев назад
Mom and Dad...We need to have "THE TALK"
Protecting Your Assets: Estate Planning Strategies in the Midst of a Divorce
Просмотров 2576 месяцев назад
Protecting Your Assets: Estate Planning Strategies in the Midst of a Divorce
Estate Planning Isn't Just One and Done!
Просмотров 6646 месяцев назад
Estate Planning Isn't Just One and Done!
Why I'm Not The Cheapest Estate Planner
Просмотров 8326 месяцев назад
Why I'm Not The Cheapest Estate Planner