Advanced VA Pension Planning Webinar (2017)
By: Michael Smith, JD, and Angela Manz, JD
This 3-hour advanced VA pension planning webinar will discuss changing topics of which you need to be aware, such as what to do with the house, the Medicaid effect of VA benefits, and how to handle requests from the VA after an application is filed.
We will also offer suggested guidelines for how long, or whether to delay applying, where there are significant transfers of income-generating assets; considering the VA's income verification matching at time of application. Lastly, we will discuss the proposed regulatory changes, how it will affect your clients, and what to do now.
Topics Covered:
CLE: 3 hours
We will also offer suggested guidelines for how long, or whether to delay applying, where there are significant transfers of income-generating assets; considering the VA's income verification matching at time of application. Lastly, we will discuss the proposed regulatory changes, how it will affect your clients, and what to do now.
Topics Covered:
- The House
- Medicaid Interplay with VA
- Responding to the VA – Development letters
- Income Verification Matching
- Accrued Benefits – when a claimant dies
- Overpayments
- Proposed Regulatory Changes

Member Price: $279.00
Retail Price: $379.00