Discover how to develop and implement a special needs trust with guest Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law, PC. Ellen explains the importance of flexibility for those who implement a special needs trust within their overall plan, as well as details the tax exemption available … Continue reading 6/16/2021 – 71. Estate Planning for Children With Special Needs With Ellen Cookman
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
71. Estate Planning for Children With Special Needs With Ellen Cookman
June 16, 2021/
GATES PASS ADVISORS TEAM
K. Esther Szabo, CFP®(opens in new tab)
Certified Financial Transitionist®
Founder and CEO
Erik Schei, CFP®, CFA(opens in new tab)
Certified Financial Transitionist®
Senior Advisor



