skip to Main Content

The Use of Irrevocable Trusts in VA Pension Planning

By Valerie L. Peterson, J.D. CEO ElderCounsel, LLC
Submitted by ElderCounsel, LLC

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.

Oops! This content is for ElderCounsel Members only.
If you would like to view this content consider becoming and member of ElderCounsel today.

Already a Member?

Learn more about ElderCounsel Membership