Future Planning for your Adult Child with Disabilities - Workshop Series

Actions and Detail Panel


Event Information

Share this event

Date and time



Online event

Event description
What do you need to prepare for the continuum of care and support for a child with disabilities? You can find out on February 22 and March 1

About this event

Join us for two information-packed workshops featuring presentations directed to families of individuals with intellectual or developmental disabilities, who are planning for a time when they will no longer be able to provide services to their child. Learn vital information to enable a smooth transition.

In the first workshop on February 22 at 6:30:

Ellen Cookman, JD, LL.M

Certified Specialist, Estate Planning, Trust and Probate Law

State Bar of California Board of Legal Specialization


• Beginning the process to work with a lawyer

• Qualifying for Special Needs Trust (SNT) - how a beneficiary qualifies under State and Federal Guidelines

• Differences in 1st Party and 3rd Party SNTs, other types of programs: ABLE accounts, Pooled SNTs, etc.

• Drafting SNTs – what to consider, what information needed, and how to be prepared

• Changes in MediCal law and other benefits programs re disability, benefits, finances

Rebecca Paul, Esq.

Director of Fiduciary Services

Jewish Family and Children’s Services


• Special needs planning and benefit information•Special needs planning and benefit information

• What does the parent/trustor do which will need to be replaced with a surrogate?

• Selection of agent required as Successor Trustee for SNT, other legal agent roles.

• How your selected SNT Trustee works with you and the SNT beneficiary, coordinated care with care manager with knowledge of beneficiary needs.

• How does the Successor Trustee navigate the beneficiaries’ specific needs and circumstances?

• What professionals do the Successor Trustee work with?

In the second workshop on March 1 at 6:30:

Daniel M. Cutter, CRPC ® Senior Vice President The Special Needs TeamMerrill Lynch, Pierce, Fenner & Smith Inc.


• How can a financial advisor help?

• Resources to fund the SNT.

• Projections for future needs.

• Financial assessment to determine how SNT will be funded and whether it will be sufficient?

• What information is important to collect for a financial assessment?

• Ongoing assessment over time.

Ryan BermanDirector of Disability Services

Care Manager Jewish Family and Children’s Services


• How can care management assist? How a care manager works with you and the SNT beneficiary, community resources, support.

• What resources is the beneficiary currently using?

• What benefits should be contemplated for the future?

• The benefits of a continuing relationship over time. Supportive care management.

Share with friends

Date and time


Online event

Organizer Shupin Social Club

Organizer of Future Planning for your Adult Child with Disabilities - Workshop Series

The Shupin Social Club is a group of young adults with and without disabilities that come together three times a month to meet, interact, and have fun in the community. Our Social (e)Club activities take place online and is inspired by the interests of its members. Club members feel included, build self-esteem, gain self-confidence, and create friendships that last a lifetime.

Our virtual meetups for young adults with and without disabilities are an exciting opportunity to participate in interactive activities including game night, dance parties, show & tell, tours of various locations, and more.

Shupin Social (e)Club meets Tuesdays from 4:30 to 5:30pm and Thursdays from 3:00 to 4:00pm over Zoom. Once a month, participants have the opportunity to participate in an Emotional Health and Care During COVID-19 Workshop where we discuss ways to benefit our emotional health and wellbeing during this time.

Save This Event

Event Saved