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Maximizing Public Benefits (2025)

Contains material from Mar 2025
Maximizing Public Benefits (2025)
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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

  • Total Credit Hours:
  • 1.00 | 0.25 ethics
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 3/31/2026

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1. Maximizing Public Benefits (Mar 2025)

H. Clyde Farrell, Christina Lesher

1.00 0.25 0.00 1.00 | 0.25 ethics
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(mp4)
59 mins
(mp3)
59 mins
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309 pgs
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10 pgs
Slides
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15 pgs
Session 1 —59 mins 1.00 | 0.25 ethics
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