Events

May 6 2025 - Special needs planning and public benefits update (Live Event)

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$75.00

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Product Details

Location:

San Mateo Elks Lodge
229 W. 20th Avenue
San Mateo, CA

Date & Time:

May 6, 2025 (Tuesday evening)

5:00-6:00 pm (Registration & Networking Wine Reception)

6:00-7:30 pm (Association Business & Presentation)

Cancellations and refund requests must be received by Friday, May 2nd.

Our Presentation :

Join us for an informative session with attorney Ellen Cookman, as she provides essential updates on Special Needs Trusts and the latest changes to public benefits. This presentation will cover recent developments in the field and guide you through key considerations for planning.

Topics of discussion will include:

Special Needs Planning: general rules, planning opportunities, and how to incorporate flexibility
Big changes to Medi-Cal rules: asset and income eligibility limits and Share of Cost calculations
Changes to how rent and food are calculated for Supplemental Security Income (SSI) eligibility
Section 8 Housing – new asset limits
ABLE accounts: basic rules and how to coordinate with special needs trusts, plus new regulations including imposition of Medi-Cal reimbursement for non-CalABLE accounts

Whether you're new to Special Needs Planning or looking for the latest information on how to manage trust assets and public benefits, this session will provide the guidance you need.

About Our Speakers:

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.

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.

Our office is located in Palo Alto, California, but we’re fully remote and proudly serve clients all over the state. Be sure to check out our YouTube channel, Ellen Cookman – Special Needs Trust Attorney, where we offer in-depth insights on estate planning, special needs planning, and trust administration.

May 6 2025 - Special needs planning and public benefits update (Live Event)

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