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How To Set Up a Special Needs Trust in California | STEP-BY-STEP GUIDE 2 года назад


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How To Set Up a Special Needs Trust in California | STEP-BY-STEP GUIDE

So you need to set up a special needs trust. But, where do you start? What is the process for special needs estate planning? How do I choose a trustee? What is first-party and third party trust? In today’s video, we are discussing everything you need to know about setting up a special needs trust in California. It is important that your special needs trust is set up correctly so that the trust will properly take care of your loved one when you are gone. General estate planning and special needs estate planning are very different. As I explain in the video, is it imperative you hire an attorney that specializes in special needs trust. 00:00 Welcome 1:12 Process of setting up 4:07 How to set up Special Needs Trust 6:20 Importance of Setting up a Special Needs Trust 9:49 Choice of Trustee 11:50 Types of Special Needs Trust 18:40 Download Free Guide in setting up a Special Needs Trust ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake... ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbq... ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-plannin... ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conser... 💥 Follow me on Social Media 💥 Instagram:   / cookman_law   Facebook:   / cookmanlaw   LinkedIn:   / 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. © 2022 Cookman Law. All rights reserved. YouTube Video URL:    • How To Set Up a Special Needs Trust i...   #EllenCookman #specialneedstrustattorney #howtosetupspecialneedstrust

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