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Comprehensive Planning Strategies for Wartime Veterans – Mar. 2022 Recording


Original Course: March 24, 2022, 10:30 a.m.-7:00 p.m. ET

Earn up to 8 hours of CLE available



Have you always wanted to learn how to help the wartime Veterans and their spouses in your community? Does your firm provide estate planning and elder law services but not VA pension planning?  Were you using VA pension planning strategies but stopped when the rules changed?

The VA (Veteran’s Administration) pension rules went through a substantial change over the last few years. Some attorneys that were practicing in this area stopped providing this help to their clients because they did not know the planning strategies that were available under the new rules. Other attorneys have been helping their clients with traditional planning services and did not have time to expand into VA pension planning. Now that the dust has settled, it is time to learn the new rules and how to help the qualified wartime Veterans and their spouses in your community. Whether it is a new practice area, an expansion of your legal services or a restart to a service you provided before the rule change this course is for you. 

The Comprehensive Planning Strategies for Wartime Veterans course walks you through the current qualification rules, planning techniques, and drafting considerations needed for successful implementation. 

Who Should Watch This Course: Attorneys looking to expand into planning for wartime Veterans as part of their estate planning or elder law firms.  

Presenters: Jim Wolverton, J.D. and Valerie Peterson, J.D.

Recording Date: March 24, 2022

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