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The Use of Irrevocable Trusts in VA Pension Planning After October 18, 2018

Valerie L. Peterson, J.D.
CEO ElderCounsel, LLC
www.eldercounsel.com

The Department of Veterans Administration (VA) has provided new eligibility rules for wartime Veterans and surviving spouses of wartime Veterans who are eligible for VA pension benefits. The rules addressed trusts by first defining them, then setting out how and when transfers to a trust would be penalized. These rules will go into effect on October 18, 2018.

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