
Cookman Law
We believe that each family has unique needs, and their estate plan should be customized to meet those needs.
FREE DOWNLOAD

Wondering how to talk with your family about your estate plan? Our handy checklist will equip you to plan an effective and stress-free family meeting.
-
Dynasty Trust vs. Special Needs Trust: Which Protects Your Child’s Inheritance?
When you sit down to plan what you’ll leave your children, you’re really trying to answer one question: how do I make sure this actually helps them? Two tools come…
-
Dynasty Trust Explained: How to Protect Your Child’s Inheritance
How can you protect your child’s inheritance? One really powerful tool is using a dynasty trust. In this article, I’m going to explain all about dynasty trusts: What Is a…
-
Setting Up Your Special Needs Trust to Work When It Matters Most: A Guide for California Families
The day you sign your special needs trust is a real milestone. After all the conversations and decisions, you finally have the document in hand. That feeling of relief is…
-
Your Estate Plan Is Signed. Now What? Why Ongoing Maintenance Is the Step Families Miss
Completing an estate plan is a real accomplishment. You found an attorney, worked through the questions you had been putting off, made a series of important decisions, and signed your…
-
Is a Special Needs Trust Right for Our Family? What California Parents Need to Know
If you’ve ever Googled “Special Needs Trust” and come away more confused than when you started, you’re not alone. The term gets used a lot in the disability planning community,…
-
Who Should You Name as Trustee? A Guide for California Families
Choosing a trustee may be the most consequential decision in your entire estate plan – and it’s one that unfortunately, many families make without fully understanding what the role involves….


















