skip to Main Content

Advanced VA Pension Planning Webinar (2019 recording)


Presented by: ROBERT E. BLUMBERG, ESQ.VA Legal Team, LLC, and VALERIE PETERSON, J.D. ElderCounsel
Webinar took place October 29, 2019

SKU: AVAP-1019 Categories: ,


What You’ll Learn in This Webinar Recording

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
      • Dealing with the home
    • Understanding the medical expense deductions
    • Appropriate spend downs
    • Understanding how the lookback and penalty period works
  • 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
      • How the VA will evaluate trusts
      • Recent case law
      • How to achieve tax objectives
  • Filing a VA Application
    • Proper forms to use for a Veteran or a surviving spouse
    • Timing – when to file when there is a penalty period
    • How to respond to requests from the VA

Live webinar took place: October 29, 2019