VA Benefits Rules: Determining Eligibility, Valuation of Assets, Look-Back Periods, Transfer Rules, Penalties
Recording of a 90-minute CLE video webinar with Q&A
This CLE course will provide elder law counsel with guidance on essential rules and planning techniques relating to the Department of Veterans Affairs (VA) benefits rules. The panel will discuss issues in determining eligibility for VA benefits under current rules, valuation of assets, transfer rules, the impact on the use of trusts and annuities, and best practices to avoid penalties.
Outline
- Overview of the VA benefits rules
- Determining net worth under Reg. Section 3.274(a)-(b)
- Rules regarding residential real property
- Impact on asset transfers or trust funding to qualify for potential VA benefits
- Transfer penalties under new Reg. Section 2.276(e)
- Best practices in navigating the VA rules
Benefits
The panel will review these and other key issues:
- VA benefits rules
- Determining net worth and tips to maintain VA benefits eligibility
- Specific rules regarding residential real property
- Deductible medical expenses and expansion of custodial care and ADLs under the new rules
- Understanding the impact of VA benefits rules on asset transfers and trust funding
- Utilizing trusts and annuities
- Look-back and penalty periods and avoiding triggers
- Calculating transfer penalties
Faculty

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
Before joining ElderCounsel, Ms. Peterson focused her practice in the areas of elder law and estate planning. She is a frequent speaker both locally and nationwide on topics pertaining to elder law, special needs planning and veterans aid and attendance benefits.
Close