Financial, Tax Planning and Public Benefits Webinar Series

Sunflower Hill presents a FREE webinar series offering practical guidance for families supporting a loved one with special needs. Covering key topics such as estate planning, public benefits, future financial planning, and tax-smart charitable strategies, each session is designed to help families make informed decisions and create a secure, well-structured plan for their loved one’s future.

Register now

Presenters:

 Ellen Cookman, JD, LLM, Principal of Cookman Law

 Sara Hire, Counsel Lathrop GPM

 Daniel Cutter, Financial Advisor, Senior VP, CRPC, Merrill Lynch

Session 1: Estate Planning and Public Benefits
Wednesday, October 15 | 6:30 PM

  • Wills and Trusts
  • Public benefits: SSI, SSDI, Medi-Cal, Medicare
    Eligibility, benefits, and timelines
  • Special Needs Trusts (SNTs)
    First vs. third party, trustees and successor trustees

Session 2: Funding Your Loved One’s Future
Wednesday, October 29 | 6:30 PM

  • Estimating future financial needs
  • Funding SNTs with various assets
  • Using ABLE accounts & protecting SSI benefits
  • Coordinating SNTs & ABLE accounts effectively

Session 3: Tax Planning and Charitable Tools in Special Needs Planning
Wednesday, November 12 | 6:30 PM

  • Federal gift & estate tax rules
  • Donor Advised Funds (DAFs)
  • Qualified Charitable Distributions (QCDs)
  • Applications to special needs families
  • Case study

Register now