Do We Need a Special Needs Planner and a Special Needs Attorney? –Part I–

Planning for the future of a loved one with a disability is deeply personal—and often complex. You may be wondering: “Do I need both a special needs attorney and a special needs financial planner?”

Please join attorney Ellen Cookman and Certified Financial Planners Ken Prodger and Scott Gill as they discuss:
– How special needs attorneys may help with legal protections and public benefits navigation
– How special needs financial planners may help with financial stability and long-term care concerns
– How the legal and financial team can work together

While their roles are distinct, they work best together. One helps build the legal framework. The other helps ensure long-term financial security. Together, they help families navigate public benefits and legal protections, creating a financial roadmap that lasts a lifetime.

Ellen Cookman founded Cookman Law in 2015 to help families of all shapes and sizes plan for the future and utilize available resources. Ken Prodger and Scott Gill, with Special Needs Planning Group specialize in helping families plan for the future, with a passion for building long-lasting relationships with their clients.

This is a Connections California event, a project of Parents Helping Parents – Silicon Valley. Connections California is sponsored in part by the San Andreas Regional Center and the California Department of Developmental Services.

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Parents Helping Parents, https://www.php.com/, supports and trains you to help your family members with a disability, including learning differences, chronic illness, mental health challenges, developmental or intellectual disabilities, physical disabilities, and more, at all stages of a person’s life.

PHP serves families in Santa Clara, San Mateo, Santa Cruz, Monterey & San Benito counties in California. Multilingual staff is always available by contacting info@php.com. PHP is a non-profit 501(c)3 agency. Most services are free.

If you live outside the Silicon Valley area, there are similar parent centers in California and every state in the US. Find a parent center near you: https://www.parentcenterhub.org/find-....

Parents Helping Parents (PHP) is a nonprofit organization that provides information, training, individual assistance, and resources. PHP is not a law firm or legal service agency, and as such, the information contained in this video is provided to inform the viewer, but should not be considered legal advice. For legal advice, you should consult an attorney.