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Advanced VA Pension Planning Webinar (2016)


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This 3-hour advanced VA pension planning webinar will discuss changing topics of which you need to be aware, such as what to do with the house, the Medicaid effect of VA benefits, and how to handle requests from the VA after an application is filed.

We will also offer suggested guidelines for how long, or whether to delay applying, where there are significant transfers of income-generating assets; considering the VA’s income verification matching at time of application. Lastly, we will discuss the proposed regulatory changes, how it will affect your clients, and what to do now.

Topics Covered:

  • The House
  • Medicaid Interplay with VA
  • Responding to the VA – Development letters
  • Income Verification Matching
  • Accrued Benefits – when a claimant dies
  • Overpayments
  • Proposed Regulatory Changes

 CLE: 3 hours

Satisfies bi-annual continuing VA CLE eligibility requirement for attorneys in all 50 states.
Pre-approved for State Bar CLE: AR (3), CA (3), DE (3), FL (3.5), GA (3), IL (3), IN (3), MO (3.3), NC (3.0), NJ (3), NY (3), PA (3), SC (3), TX (3), WI (3.5). Due to distance learning program rules this course will not be accepted for State Bar CLE in: CO, KS. Attorney will self apply for State Bar CLE in states not listed.

Many states have strict restrictions on pre-recorded (also called on-demand or distance learning) courses. Please review your State Bar’s rules or ElderCounsel’s CLE guide by state to determine if you are eligible to receive CLE for this course before viewing.

Recorded: November 10, 2016

Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS/COURSES section. Videos are available via streaming. Audio and materials are downloadable.