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This video offers a comprehensive special needs trust administration checklist. It's hard enough to grieve a loved one once they've passed. Hopefully, these tips help make the process of trust administration a little easier. Watch to find out everything you need to know about administering a special needs trust. Timestamp: 00:00 Welcome 00:26 As Successor Trustee 6:20 Choosing a successor trustee ✅ Download the Special Needs Planning Webinar 👇👇 https://l3jzs7tx.pages.infusionsoft.net/?cookieUUID=2971f86d-aa69-4597-b8f0-457f2c665124&affiliate=0 ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ FREE Guides to Special Needs Trusts 👇👇 https://cookmanlaw.com/special-needs-trusts/ ✅ Download the Webinar on Estate Planning 👇👇 https://194u7bvs.pages.infusionsoft.net/?cookieUUID=329bd919-76e8-4be1-93fa-2f28e8f287aa&affiliate=0 ✅ FREE Initial Call 👇👇 https://keap.app/booking/cookmanlawpc2/free-initial-call 💥 Follow me on Social Media 💥 Instagram: https://www.instagram.com/cookman_law/ Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," does not represent that any outcome or result from viewing of this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. #ellencookman #specialneedstrust #estateplan
You want to set up a California special needs trust, but you're wondering how it will be taxed. How can you make sure you pass on the most wealth to your loved one? I'll break down how several types of special needs trusts are taxed. Watch to find out how much you can see deducted from your special needs trust due to California taxes. Timestamp: 00:00 Welcome 00:52 Finding an Accountant 2:12 What type of Special Needs Trust 3:21 Third-party Special Needs Trust 4:19 Complex Trust 8:24 How to set up a special needs trust ✅ Download the Special Needs Planning Webinar 👇👇 https://l3jzs7tx.pages.infusionsoft.net/?cookieUUID=2971f86d-aa69-4597-b8f0-457f2c665124&affiliate=0 ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ FREE Guides to Special Needs Trusts 👇👇 https://cookmanlaw.com/special-needs-trusts/ ✅ Download the Webinar on Estate Planning 👇👇 https://194u7bvs.pages.infusionsoft.net/?cookieUUID=329bd919-76e8-4be1-93fa-2f28e8f287aa&affiliate=0 ✅ FREE Initial Call 👇👇 https://keap.app/booking/cookmanlawpc2/free-initial-call 💥 Follow me on Social Media 💥 Instagram: https://www.instagram.com/cookman_law/ Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," and does not represent any outcome or result from viewing this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. Youtube video URL: https://youtu.be/LeHR7l6U0Cw #specialneedstrusttax #ellencookman #specialneedstrustcalifornia
If you're creating a special needs trust in California, this is a must-watch. You're probably wondering how to fund your special needs trust. I'll show you how your retirement can help fund your special needs trust in California. Plus, I'll provide information so you can decide the best way to structure your special needs trust for your family. Timestamp: 00:00 Welcome 00:26 Intro 1:02 Retirement Accounts 2:08 SECURE Act 9:30 Dynasty Trust ✅ Download the Special Needs Planning Webinar 👇👇 https://l3jzs7tx.pages.infusionsoft.net/?cookieUUID=2971f86d-aa69-4597-b8f0-457f2c665124&affiliate=0 ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ FREE Guides to Special Needs Trusts 👇👇 https://cookmanlaw.com/special-needs-trusts/ ✅ Download the Webinar on Estate Planning 👇👇 https://194u7bvs.pages.infusionsoft.net/?cookieUUID=329bd919-76e8-4be1-93fa-2f28e8f287aa&affiliate=0 ✅ FREE Initial Call 👇👇 https://keap.app/booking/cookmanlawpc2/free-initial-call 💥 Follow me on Social Media 💥 Instagram: https://www.instagram.com/cookman_law/ Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," and does not represent any outcome or result from viewing this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. Youtube video URL: https://youtu.be/52TPCUt-cUA #howtofundspecialneedstrust #EllenCookman #retirementaccounts
This video breaks down how to receive an inheritance while on benefits. It is possible to receive both! I'll tell you how can successfully receive an inheritance while still continuing to get public benefits. Going further, I'll show you how to set up a special needs trust to ensure your beneficiary receives both their inheritance and their benefits. Timestamp: 00:00 Welcome 00:22 Receive an inheritance 4:16 Create a 1st party Special Needs Trust 5:58 Another limitation 6:44 Medi-Cal Rules 7:48 Moving to another state 9:36 Setting up a Special Needs Trust ✅ Download the Special Needs Planning Webinar 👇👇 https://l3jzs7tx.pages.infusionsoft.net/?cookieUUID=2971f86d-aa69-4597-b8f0-457f2c665124&affiliate=0 ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ FREE Guides to Special Needs Trusts 👇👇 https://cookmanlaw.com/special-needs-trusts/ ✅ Download the Webinar on Estate Planning 👇👇 https://194u7bvs.pages.infusionsoft.net/?cookieUUID=329bd919-76e8-4be1-93fa-2f28e8f287aa&affiliate=0 ✅ FREE Initial Call 👇👇 https://keap.app/booking/cookmanlawpc2/free-initial-call 💥 Follow me on Social Media 💥 Instagram: https://www.instagram.com/cookman_law/ Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," and does not represent any outcome or result from viewing this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. Youtube video URL: https://youtu.be/U-GA0eL8U2g #receiveaninheritance #publicbenefits #specialneedstrust
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