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Maximizing VA Benefits: Eligibility Requirements, Drafting Trusts, Asset Protection and Income Tax Savings

Recording of a 90-minute CLE webinar with 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.

Conducted on Thursday, March 1, 2018

Recorded event now available

or call 1-800-926-7926

This CLE course will provide elder law counsel with in-depth information and instruction on VA eligibility and planning. Our panel will discuss the lesser known eligibility requirements for VA aid and attendant pension benefits and outline practical techniques to address both pre-planning and planning during a crisis.

Description

Although the VA provides aid and attendant and housebound pension benefits to wartime veterans and surviving spouses, many veterans are unaware of these special pension benefits. VA special pensions are an important tool that elder law counsel can leverage to help clients plan for their long-term care needs.

Elder counsel should master the intricacies involved in qualifying and applying for these benefits. Our panel will provide instruction on little-known VA requirements and techniques to obtain the benefits.

Our panel will also offer counsel their experiences and techniques in pre-planning through the use of trusts and other options to maximize the flexibility the VA provides (e.g. no “look-back” period). The panel will discuss both proactive and reactive planning for clients.

Listen as our distinguished panel reviews eligibility requirements for VA aid and attendant and housebound benefits. They will discuss planning techniques through the use of trusts and other planning tools from both crisis and pre-planning perspectives. You will leave with the knowledge necessary to meet the needs of your clients whom are eligible for VA benefits.

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Outline

  1. VA enhanced pension benefits
    1. Aid and attendance
    2. Housebound
  2. Eligibility requirements
  3. Asset protection planning
    1. Crisis approach
    2. Pre-planning approach

Benefits

The panel will review these and other key issues:

  • What are the eligibility requirements for the VA enhanced pension benefits?
  • What substantiation must be provided to the VA?
  • What options are available for planning in a crisis situation?
  • What pre-planning steps should be taken to maximize eligibility for the pension benefits?

Faculty

Manz, Angela
Angela N. Manz
Attorney
The Law Office of Angela N. Manz

Ms. Manz practices in the areas of estate planning and elder law. She is a member of National Academy of Elder Law...  |  Read More

Peterson, Valerie
Valerie Peterson, J.D.
Chief Executive Officer
ElderCounsel

Before joining ElderCounsel, Ms. Peterson focused her practice in the areas of elder law and estate planning. She is a...  |  Read More

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