Many disabled people in California rely on public benefits; these benefits often come with strict requirements as to how much you can earn or what assets you can have in your name. For some people, a pooled trust is the best option to hold those assets to qualify for public benefits - but what is a pooled trust, and what does it do?

In this video, Ellen will discuss:
What a pooled trust is and how it differs from a d4A 1st party special needs trust
How pooled trusts are set up and what they’re designed to do
Reasons for choosing a pooled trust
How to choose a pooled trust (and which red flags to look out for)

While our office doesn’t assist with setting up pooled trusts, we want you to be informed on your options. If you need help with setting up a d4A 1st party SNT, 3rd party special special needs trust or California estate plan, please schedule a call with our team - we’re happy to help!

Timestamps:

00:00 - Introduction
00:26 - How a Special Needs Trust (SNT) works
02:05 - Types of Special Needs Trusts
02:32 - d4a Special Needs Trusts
03:22 - What is a Pooled Trust?
04:46 - Reasons to set up a Pooled Trust
06:08 - Choosing a Pooled Trust and avoiding scams
07:09 - Things to look for when choosing a Pooled Trust
08:42 - How Cookman Law can help

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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 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.

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