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  • Writer's pictureMichelle Bowman

Eldercounsel Hosting Advanced VA Pension Webinar

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.

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