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Advanced VA Pension Planning Webinar 2018

$379.00

Presented By: Valerie L. Peterson, J.D., ElderCounsel, LLC and James (Jim) Swain, J.D., MBA, Swain Law Firm

This 3-hour advanced VA pension planning webinar will focus on the new eligibility rules, how they will impact your planning process, and opportunities that exist under the new rules.

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Description

Presented By: Valerie L. Peterson, J.D., ElderCounsel, LLC and James (Jim) Swain, J.D., MBA, Swain Law Firm

This 3-hour advanced VA pension planning webinar will focus on the new eligibility rules, how they will impact your planning process, and opportunities that exist under the new rules.

Specific topics that will be covered:

Biggest impacts the new rules make

  • Lookback and penalty period
  • Net worth limits
  • Understanding the medical expense deductions
  • Appropriate spend downs
  • Planning strategies that are no longer available

Medicaid Interplay with VA under the new rules

  • Balancing VA with Medicaid Planning
  • Single v. married couples
  • Determining the Medicaid effect
  • Notification duties
  • Coordination with Medicaid

Planning Strategies Under the New Pension Rules

  • Opportunities available for immediate eligibility
  • Planning strategies for longer term planning
  • The role of irrevocable trusts and proper drafting

Recorded: November 01, 2018

COURSE INFO

Is this course CLE eligible?
Yes – CLE: 3 hours – Qualifies for 3 hours of VA CLE under 38 C.F.R. § 14.629(b)(iii) for attorneys in every state. You should be accredited by the VA prior to taking this course.

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

How long is this course?
Uninterrupted, this presentation is approximately 2 hours and 44 minutes in length, but we’d suggest to allow for taking notes etc. Allow for around 3.5 hours.

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! Most course modules will have an accompanying set of  materials that often include PDF work sheets and handouts, audio files, Excel sheets and other materials that you can download – and this course is no different. You’ll be able to download any materials you need on the corresponding module or section page.

How much is this course?
The Advanced VA Pension Planning Webinar is $279 for ElderCounsel members and $379 for none 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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