Advanced VA Pension Planning Webinar (2018)

By: Valerie L. Peterson, J.D., ElderCounsel, LLC and James (Jim) Swain, J.D., MBA, Swain Law Firm

Member Price: $279.00 Retail Price: $379.00
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 CLE: 3 hours This 3-hour advanced VA pension planning webinar will focus on the new eligibility rules, how they will impact your planning process, and opportunities that exist under the new rules.

Qualifies for 3 hours of VA CLE under 38 C.F.R. § 14.629(b)(iii) for attorneys in every state. You should be accredited by the VA prior to taking this course. 

Many states have strict restrictions on pre-recorded (also called on-demand or distance learning) courses. Please review your State Bar's rules and ElderCounsel's CLE guide by state to determine if you are eligible to receive CLE for this course before purchasing.

Recorded: November 01, 2018

Specific topics that will be covered:
  • Biggest impacts the new rules make
    • Lookback and penalty period
    • Net worth limits
    • Understanding the medical expense deductions
    • Appropriate spend downs
    • Planning strategies that are no longer available
  • Medicaid Interplay with VA under the new rules
    • Balancing VA with Medicaid Planning
    • Single v. married couples
    • Determining the Medicaid effect
    • Notification duties
    • Coordination with Medicaid
  • Planning Strategies Under the New Pension Rules
    • Opportunities available for immediate eligibility
    • Planning strategies for longer term planning
    • The role of irrevocable trusts and proper drafting