eCourse
Maximizing Public Benefits (2025)
Contains material from Mar 2025
Maximizing Public Benefits (2025)
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service@utcle.org
Discuss how to identify what benefits your client has; what additional benefits they may be eligible for; what distributions by a trustee (or anyone) will make them ineligible; and what distributions will keep them eligible for those benefits.
Includes: Video Audio Paper Slides
Archived Material
Self-Study Use Only
The accreditation period for this eCourse has expired and it is no longer available for credit.
Self-Study Use Only
The accreditation period for this eCourse has expired and it is no longer available for credit.
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Sessions
1.
Maximizing Public Benefits (Mar 2025)
H. Clyde Farrell, Christina Lesher
1.00
0.25
0.00
Downloadable Materials
Paper
(pdf)
– 309 pgs
Slides
(pdf)
– 10 pgs
Slides
(pdf)
– 15 pgs
Session 1 —59 mins
Maximizing Public Benefits (Mar 2025)
Discuss how to identify what benefits your client has; what additional benefits they may be eligible for; what distributions by a trustee (or anyone) will make them ineligible; and what distributions will keep them eligible for those benefits.
Originally presented: Feb 2025 Special Needs Trusts
H. Clyde Farrell,
Farrell & Johnson PLLC - Austin, TX
Christina Lesher,
The Law Office of Christina Lesher, PC - Houston, TX