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Symposium 2017


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Veterans Pension Planning

Veterans Pension Planning, often referred to as "Aid and Attendance", is a growing area that many elder law and estate planning attorneys are expanding into. Veterans Pension Benefits provide a monthly cash benefit to wartime veterans or the surviving spouse of a wartime veteran who meet financial and medical criteria.

  • VAPT Online Drafting Camp  

    VAPT Online Drafting Camp (download)

    By: Valerie Peterson, JD and Brian Albee, JD

    Topics Covered: 
    • Veterans Asset Protection Trust
    • Trust Summary and Funding Letter
    Length: 90 minutes per session, 3 sessions total

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $495.00
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  • The Nitty Gritty of Medicaid and VA Applications  

    The Nitty Gritty of Medicaid and VA Applications

    By: Whitney M. Wilson, JD, Elder Law of Louisville and Angela N. Manz, Esq., The Law Office of Angela N. Manz

    The Medicaid and VA application process can be complicated and somewhat intimidating the first time, and sometimes even the second and third time, you do it. We want to help you navigate this process and will break it down for you.

    We will provide tips and tricks to help you navigate the detailed nuances of compiling and completing a Medicaid and VA application. 

    We’ll cover:
    • The right time for filing an application
    • The best method for filing
    • Which forms to use and subtle ways to complete those form
    • Which documents, information, and calculations to provide up-front
    • Which documents to provide only if requested
    Duration: 3 hours, 25 minutes

     CLE: 3 hours
    Member Price: $195.00 Retail Price: $295.00
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  • Advanced VA Pension Planning  

    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:
    • 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
    CLE CLE: 3 hours 

    Member Price: $279.00 Retail Price: $379.00
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  • VAPT  

    VAPT Drafting Workshop (streaming)

    By: Brian Albee, JD

    Recorded at Symposium 2016

    All irrevocable trusts are certainly not the same! The ElderCounsel Veterans Asset Protection Trust (VAPT) is a unique trust designed specifically for use in VA pension cases. With proposed changes coming to the VA eligibility rules, VAPTs will play an even bigger role in VA pension planning. This half-day course will cover how this trust is structured, the unique subtrusts included within, how it is treated for tax purposes, and how to make critical design choices when drafting.

    Length: 3 hours, 1 minute

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $395.00
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  • VA Accr  

    VA Accreditation Webinar (2017)

    By: Mike Weeks, JD, CELA

    Are you looking for a CLE course to maintain your VA Accredited Attorney status?  Attorneys accredited by the VA must take 3 hours of CLE within their first year of accreditation, and an additional three hours every two years thereafter.  This series is designed to satisfy the VA Accreditation CLE requirements for attorneys who have already been accredited.  You should be accredited PRIOR to taking this webinar. 

    Topics for this webinar will cover the required core topics:
    • Representation before the VA
    • Claims procedures
    • Basic eligibility for VA benefits
    • Dependency and indemnity compensation
    • Improved pension
    • Right to appeal
    • Other VA benefits
    • Planning in a future world of the VA transfer penalty
    • Case studies
    CLE CLE: 3 hours 

    Member Price: $279.00 Retail Price: $379.00
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  • va planning  

    Hot Topics in VA Pension Planning: Proposed Changes to the VA Pension Eligibility Rules (download)

    By: Valerie Peterson, JD and Dawn Weekly, JD

    On January 23, 2015, the Veterans Administration (VA) published proposed rules in the Federal Register that would have a huge impact on wartime veterans, surviving spouses of wartime veterans and attorneys who assist them in obtaining pension benefits. Listen, for an in-depth review of the proposed rules and their impact on the area of VA pension planning.

    Topics covered:
    • Proposed rule changes
    • Potential impacts
    • How to handle clients in obtaining benefits
    Length: 61 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $99.00
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  • Demystifying Irrevocable Trusts Used in VA Pension and Medicaid Planning  

    Demystifying Irrevocable Trusts Used in VA Pension and Medicaid Planning (download)

    By: Brian Albee, JD

    This session will cover the distinct differences between irrevocable trusts designed for VA Pension planning versus Medicaid planning. We will use ElderCounsel's Veterans Asset Protection Trust® (VAPT) and Medicaid Asset Protection Trust™ (MAPT) as examples to discuss grantor trust, income tax, gift tax, and estate tax issues related to these trusts.

    Topics Covered:
    • Using Irrevocable Trusts for VA Pension Planning
    • Using Irrevocable Trusts for Medicaid Planning
    • Tax Issues Related to these Trusts
    • Glimpse at ElderDocx
    Length: 103 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $179.00
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  • home is in a VAPT  

    Hot Topics in VA Pension Planning: Selling the Home (download)

    By: Dawn Weekly, Esq.

    Selling the home: What to do if the house a) is sold after application but before approval; b) after approval and sold outright; c) precautions to take if the home is in a VAPT and sold after application or approval.

    Purchase will include handout materials that include a comprehensive outline on the VA pension planning rules, sample language to use when notifying clients and referral sources of the potential rule changes, information on how to submit comments and suggested language to use, live Q&A and a Certificate of Completion.

    Topics covered:
    • Selling the home
    • Precautions to take if the home is in a VAPT
    Length: 37 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $49.00
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  • How to Prepare and File a VA Pension Application Efficiently and Successfull  

    How to Prepare and File a VA Pension Application Efficiently and Successfully (audio download)

    By: Audrey Ehrhardt, J.D. and Nicole Wipp, Esq.

    We will review the steps you need to take now in your office to streamline your administrative VA Pension procedures. Whether you are adding VA Pension for the first time, or revising the way you currently practice, you will be provided with the tools needed to implement effective case management procedures for both clients and referral sources while also reviewing crucial strategies to raise your overall profitability through success in this practice area.

    Topics Covered:
    • Understanding VA Pension Clients
    • VA Pension Claim Filing Specifics
    • Developing a Successful VA Pension Practice
    Length: 75 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $99.00
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  • Medicaid Planning  

    Medicaid Planning for Wartime Veterans - The Balancing Act (streaming)

    By: Dawn Weekly, JD

    Elder Law Masters Course Session

    Balancing Medicaid planning with VA pension benefits is never easy, especially when dealing with married couples. With the VA set on changing its eligibility rules, will this get easier, or more difficult? This session will cover how to weigh the benefits of Medicaid vs. VA pension, and how that balancing act may change when we see new VA pension rules.

    Length: 50 minutes

    Member Price: $125.00 Retail Price: $150.00
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10% Off Sale!

Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →