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Advanced VA Pension Planning Webinar (2017)

$379.00

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.

Description

By: Michael Smith, JD, and Angela Manz, JD

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), FL (3.5), GA (3), NC (3.0), NH (3), NJ (3), NY (3), OH (3), PA (3), TX (3). 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.

COURSE INFO

How long is this course?
2 Hours and 40 Minutes

When can I take this course?
Once you select to take this course, it will be available to you 24/7. There is no expiration date or time limit for completion, so study at your own pace.

Are there any course materials?
Yes, this course includes a downloadable audio file and PowerPoint slides.

How much is this course?
This course retails for $379 but is just $279 for ElderCounsel Members.

Will my progress be saved if I have to leave?
Yes! Any progress you make on this course will be saved so you can pick up where you left off.

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