The Legacy of Love
Are you ready to create your Legacy of Love?
Welcome to The Legacy of Love Podcast, hosted by Sara Ecklein, a California licensed professional fiduciary dedicated to helping families navigate the complex world of estate planning, trust administration, and end-of-life care.
In each episode, Sara shares her expertise and insights on planning for the future, empowering you to make informed decisions that ensure your final wishes are honored. From understanding your estate planning documents to exploring the emotional aspects of end-of-life care, this podcast offers practical advice to help you prepare for the future.
Join Sara as she interviews heart-centered experts in law, finance, and healthcare, and hear personal stories from individuals who have experienced the benefits and challenges of creating their Legacy of Love.
Whether you’re just starting to think about your legacy or navigating a complex family situation, The Legacy of Love Podcast provides valuable information and support to help you make the best decisions for yourself and your loved ones.
Listen and subscribe to The Legacy of Love, and please share the show with someone who would benefit.
The Legacy of Love
Mastering Special Needs Trusts: Key Insights for Families with Ellen Cookman
Planning for the future of a child with special needs can feel overwhelming, but the right legal strategies can provide security and peace of mind. In this episode, Sara sits down with special needs trust attorney Ellen Cookman to break down how families can protect their child's financial future without jeopardizing essential public benefits like SSI and Medicaid. Ellen shares expert insights on the different types of special needs trusts, common pitfalls to avoid, and how to ensure flexibility as circumstances change. She also opens up about her own experience as a mother navigating the special needs journey. Whether you're just beginning to explore special needs trust planning or looking to refine your existing plan, this episode is packed with invaluable advice to help you make informed, empowered decisions that will protect your child's best interests both now and after you're gone.
About Ellen:
Ellen Cookman is the principal attorney of Cookman Law in Palo Alto, California. She is passionate about helping families of all shapes and sizes plan for the future and utilize available resources.
Ellen is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. She received her J.D. from UC Berkeley School of Law and her LL.M. in Estate Planning, Trust and Probate from Golden Gate University. Ellen has a very popular YouTube channel titled “Ellen Cookman – Special Needs Trust Attorney.”
Ellen lives in East Palo Alto with her husband, two cute and very active boys (her older son has high-functioning autism), a Siberian husky mix named Rosie, and a kitty named Skittles.
Connect with Ellen:
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Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
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