Videos

MOST RECENT

In the complex world of estate planning, legal jargon can often make even the most detailed documents seem impenetrable. In our latest YouTube video, Ellen Cookman, our experienced estate planning attorney with 15 years of practice delves into five key clauses often found in revocable trusts. From unraveling the intricacies of the 'Rule Against Perpetuities' to demystifying 'Power of Appointment,' the video serves as a vital guide for anyone navigating the labyrinthine language of estate planning. Whether you're new to estate planning or a seasoned practitioner, it’s crucial to empower yourself with the knowledge to make informed decisions. ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-planning-webinar ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/estate-planning-basics/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conservatorships-webinar ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake-team/. 💥 Follow me on Social Media 💥 Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Newsletter: https://cookmanlaw.com/cl-blog/ 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. © 2023 Cookman Law. All rights reserved. #estateplan #mentalhealth #ellencookman
In this in-depth video analysis, we unpack the intricate relationships between income and eligibility for key public welfare programs, including California's Medical program, Medicare, Section 8 housing, Social Security Disability Insurance (SSDI), and Supplemental Security Income (SSI). With an emphasis on new policy updates and data-backed resources, this video serves as an invaluable resource for disabled individuals, those receiving an inheritance, or anyone looking to optimize their income without compromising their benefits. Utilizing official charts and case studies, we demystify the often complex income limits and qualification criteria, providing actionable insights for preserving your benefits. ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-planning-webinar ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/estate-planning-basics/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conservatorships-webinar ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake-team/. 💥 Follow me on Social Media 💥 Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Newsletter: https://cookmanlaw.com/cl-blog/ 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. © 2023 Cookman Law. All rights reserved. #estateplan #mentalhealth #ellencookman
In this video, Ellen Cookman guides you through the complexities of A/B Splits in Trusts, a financial planning strategy often used after the death of a spouse. Originating as a tax-optimization method, A/B Splits have evolved into tools for control and legacy protection. The video dives into the historical context, explains modern-day uses, and offers a step-by-step demonstration for asset allocation. Aimed at offering comfort and clarity during a challenging life event, this resource aims to be both informative and emotionally supportive. ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-planning-webinar ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/estate-planning-basics/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conservatorships-webinar ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake-team/. 💥 Follow me on Social Media 💥 Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Newsletter: https://cookmanlaw.com/cl-blog/ 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. © 2023 Cookman Law. All rights reserved. #estateplan #mentalhealth #ellencookman
In this video, I talk about ABLE Accounts vs Special Needs Trusts so that you know when to use each, why to use them, and how they work together. I compare the two by showing you who can benefit, who can fund, how many accounts and trusts a person can have, who controls it, and who inherits it when the person with the beneficiary dies. I also answer questions for each about how much you can fund in a year, caps for the accounts, how the income is taxed, and what types of distributions can be made. Finally, I discuss gift taxes and preserving SSI Benefits, and also discuss who should be setting up ABLE accounts and Special Needs Trusts for you. Time Stamps 00:00 Introduction 0:43 Third Party Special Needs Trust 1:22 ABLE account – 529A Plan 3:43 ABLE account vs Special Needs Trust Comparison Chart 8:03 Gift Taxes 9:36 SSI Benefits 11:44 Who should set up these accounts ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-planning-webinar ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/estate-planning-basics/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conservatorships-webinar ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake-team/. 💥 Follow me on Social Media 💥 Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Newsletter: https://cookmanlaw.com/cl-blog/ 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. © 2023 Cookman Law. All rights reserved. #estateplan #ABLEaccounts #california #ellencookman
Subscribe

MOST POPULAR