VA Benefits and Medicaid Eligibility

Meeting Complex Requirements for Benefits Qualification and Application

Recording of a 90-minute CLE webinar with Q&A

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Conducted on Wednesday, January 30, 2013

Recorded event now available

or call 1-800-926-7926
Course Materials

This CLE course will provide elder law counsel with guidance for meeting both Veterans Administration (VA) benefits and Medicaid eligibility and application requirements.

Description

Veterans who are now senior citizens and facing the burden of long-term care may be eligible for significant veteran’s benefits.

The VA estimates that millions of wartime veterans and their spouses may be eligible for Special Monthly Pension benefits. The requirements are that they are over 65, are permanently disabled and unable to work, are homebound, or need the regular aid and attendance of another.

Transferring assets out of the applicant’s name does not create a VA penalty period, but it does create one for Medicaid benefits. Counsel filing a claim for client’s veteran’s benefits must understand the complex Medicaid eligibility requirements to avoid causing their client to lose potential benefits.

Listen as our authoritative panel of elder law practitioners 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 requirements
    1. Overview of eligibility requirements
    2. No look-back or penalty period
    3. Resource limits
    4. Income for VA purposes—the critical calculation
    5. Tips to get your client’s VA application filed/processed quickly
  2. Intersection with Medicaid eligibility requirements
  3. Best practices for meeting VA benefits and Medicaid benefits eligibility and application requirements

Benefits

The panel will review these and other key questions:

  • What are the requirements for eligibility for the VA's Special Monthly Pension benefits?
  • What steps can counsel take to protect a client's assets and achieve Medicaid eligibility?
  • What strategies should counsel follow to get client’s VA application filed and processed expeditiously?

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.

Faculty

Yale S. Hauptman
Yale S. Hauptman
Atty
Hauptman & Hauptman

His practice is devoted exclusively to elder and disability law. He has been featured in both local and national media...  |  Read More

Laurie A. Hauptman
Laurie A. Hauptman
Atty
Hauptman & Hauptman

She was previously a trial attorney at a personal injury law firm. Her courtroom experience is essential to her role in...  |  Read More

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