eCourse
Beneficiaries That Work: Important Questions to Ask and Strategies to Consider
Contains material from Apr 2026
Beneficiaries That Work: Important Questions to Ask and Strategies to Consider
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Beneficiaries with special needs often find opportunities that provide meaningful personal benefits and generate income. As trustee managing a special trust for a beneficiary who is receiving income from performing work, it is imperative to understand how to advocate for a beneficiary and help that person remain eligible for government benefits.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
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Sessions
Credit
1.
Beneficiaries That Work – Important Questions to Ask and Strategies to Consider (Apr 2026)
Elizabeth N.R. Friman
0.50
0.00
0.00
0.50
Downloadable Materials
Transcript
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Paper
(pdf)
– 7 pgs
Slides
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– 10 pgs
Session 1 —33 mins 0.50
Beneficiaries That Work – Important Questions to Ask and Strategies to Consider (Apr 2026)
Beneficiaries with special needs often find opportunities that provide meaningful personal benefits and generate income. As trustee managing a special trust for a beneficiary who is receiving income from performing work, it is imperative to understand how to advocate for a beneficiary and help that person remain eligible for government benefits.
Originally presented: Feb 2026 Special Needs Trusts
Elizabeth N.R. Friman,
Fleming & Curti, PLC - Tucson, AZ