Date: Wednesday, April 23 @ NOON Topic: Special Needs Trusts Explained Presenter: Ellen Cookman, Attorney Location: Only on Zoom
Join attorney Ellen Cookman for an engaging presentation on Special Needs Trusts and CalABLE accounts. Ellen will cover the fundamentals of CalABLE accounts and Special Needs Trusts (SNTs), explaining the distinctions between 3rd party SNTs, 1st party SNTs, and CalABLE accounts. Learn how to use CalABLE accounts to receive gifts and avoid SSI deductions, and discover how these tools can complement each other.
This presentation is ideal for families looking to set up their loved one with special needs for success while providing protection and maintaining public benefits. Please join us!
On Zoom only. The Zoom link will be provided in an email when you register.