November 1st, 12pm-3pm ET
Presented by: Valerie L. Peterson, J.D., ElderCounsel and James Swain, JD, MBA, Swain Law Firm
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.
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
Firm pricing available for up to 3 attorneys. (Download Registration Form) Video recording of course and materials included with registration.
Regular Price: $379.00
Member Price: $279.00
This class counts as CLE: 3 hours. Satisfies bi-annual continuing VA CLE eligibility requirement for attorneys in all 50 states. Pre-approved for state CLE: AL, AR, CA, CO, FL, GA, IL, MO, NC, NJ, NY, PA, TX. Attorney will self apply in states not listed. Credits will not be accepted in DE, KS.
Attorneys accredited by the VA must take three hours of CLE within their first year of accreditation, and an additional three hours every two years thereafter. You should be accredited by the VA PRIOR to taking this webinar. For additional information on VA Attorney Accreditation, please visit our Attorney Accreditation page or the VA's FAQ page.