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Planning And Applying For VA Pension Under The New Rules

Planning and Applying for VA Pension Under the New Rules

Under the new rules, veterans are faced with a new set of challenges when attempting to qualify for or even retain their VA Pension benefits. 

On day one, ElderCounsel’s CEO, Valerie Peterson, will discuss planning strategies available under the new rules, including how to determine when half-a-loaf planning is appropriate, and when proactive planning should be done. Valerie will also cover how the VA is treating irrevocable trusts, as well as tips on drafting effective irrevocable trusts for VA pension purposes.

On day two, join Whitney Wilson, awarded “Top 10 Elder Law Attorney” attorney, as she covers what you need to know to file a claim for VA Pension or VA Survivors Pension benefits using the Fully Developed Claim process. Whitney will also include tips and tricks you need to be aware of before the application is filed, development letters you might receive, and having a VA Fiduciary appointed after the claim is approved.

Join us for one or both days of our extended, two day webinar, where we’ll discuss fresh approaches to planning and applying for VA pension under the new rules.