VA Benefits Rules: Determining Eligibility, Valuation of Assets, Look-Back Periods, Transfer Rules, Penalties
A live 90-minute CLE video webinar with interactive 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 current 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
Colleen D. Bratkovich
Partner
Zacharia Brown
Ms. Bratkovich is a Partner at Zacharia Brown and practices in the areas of Medicaid Planning and Eligibility,... | Read More
Ms. Bratkovich is a Partner at Zacharia Brown and practices in the areas of Medicaid Planning and Eligibility, Veterans’ Benefits, Asset Protection Planning and related Estate Planning and Estate Administration issues. She is a frequent lecturer on Elder Law topics and has taught various seminars including continuing education classes for lawyers, accountants and nursing home administrators.
Closeto be announced.
Early Discount (through 05/03/24)
Cannot Attend May 20?
Early Discount (through 05/03/24)
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.