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Hot Topics in VA Pension Planning: Proposed Changes to the VA Pension Eligibility Rules

By: Dawn Weekly, JD, Legacy Law Firm, and Valerie L. Peterson, JD, ElderCounsel
Duration: 61 minutes 

Recorded: February 13, 2015

On January 23, 2015, the Veterans Administration (VA) published proposed rules in the Federal Register that would have a huge impact on wartime veterans, surviving spouses of wartime veterans and attorneys who assist them in obtaining pension benefits.

Topics Covered:

  1. New Proposed Rules
    • Lookback and penalty period
    • Transfer penalty
    • Net worth
    • Curing a gift
    • Medical expenses
    • Non-medical expenses
  2. What we don’t know
  3. Advising clients while the rules are pending
  4. Questions

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