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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 program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, June 5, 2024

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, May 10, 2024

or call 1-800-926-7926
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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.

Description

Of the tens of millions of veterans and their spouses currently living in the U.S., millions require LTC or will need it soon.

According to the VA, many of these veterans and surviving spouses may be eligible for special monthly pension benefits after they are 65, are permanently disabled and unable to work, are homebound, or need the regular aid and attendance of another.

Coordinating VA benefits and Medicaid for LTC requires careful planning. When filing a claim for VA benefits or gifting assets to qualify a veteran or spouse for special monthly pension benefits, counsel must understand the complex Medicaid eligibility requirements to avoid loss of potential benefits.

Listen as our authoritative panel examines the VA benefits and Medicaid eligibility requirements, the VA asset limitation test, the no look-back or penalty period, and resource limits. The panel will offer best practices for meeting VA benefits and Medicaid benefits eligibility and application requirements.

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Outline

  1. VA benefits eligibility criteria
    1. Overview of eligibility requirements
    2. Asset and income requirements
    3. No look-back and no penalty for asset transfer
    4. Income for VA purposes
    5. How to get your client's VA application filed and processed quickly
  2. Medicaid eligibility
  3. 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

Markovich, Mary
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

Additional faculty
to be announced.
Attend on June 5

Early Discount (through 05/10/24)

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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.

To find out which recorded format will provide the best CLE option, select your state:

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