Critical VA Benefit Considerations for Long-Term Care Planning
Key Programs and Resources, Federal Rules and Regulations, State Law Issues, Asset Protection and Planning
A live 90-minute CLE video webinar with interactive Q&A
This CLE webinar will provide counsel and advisers serving elderly clients with a focused review of rules, regulations, and other items regarding VA benefits and long-term care (LTC) planning. The panel will discuss VA and Medicaid eligibility requirements, achieving asset protection, and tax savings for clients. The panel will also offer LTC planning techniques in light of current VA benefit rules and regulations.
Outline
- VA benefits eligibility criteria
- Overview of eligibility requirements
- Asset and income requirements
- No look-back and no penalty for asset transfer
- Income for VA purposes
- How to get your client's VA application filed and processed quickly
- Medicaid eligibility
- Best practices for ensuring VA benefits and Medicaid benefits eligibility and application requirements
Benefits
The panel will review these and other important issues:
- What are the eligibility requirements for VA special monthly pension benefits?
- What strategies can counsel use to achieve Medicaid eligibility and protect a client's assets?
- What steps should counsel follow to get a client's VA application filed and processed expeditiously?
Faculty
Mary M. Markovich
Attorney
The Law Offices of Mary Markovich
Ms. Markovich is a renowned expert on Medicaid planning and eligibility issues and guidelines for both VA Pension,... | Read More
Ms. Markovich is a renowned expert on Medicaid planning and eligibility issues and guidelines for both VA Pension, commonly called VA Aid and Attendance and VA Compensation benefits. She is a sought-after speaker on these issues and often speaks to groups of fellow attorneys, financial planners, CPAs, and other professionals about the qualification of clients for both Medicaid and VA benefits.
Closeto be announced.
Early Discount (through 05/10/24)
Cannot Attend June 5?
Early Discount (through 05/10/24)
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.