FEATURED EVENT
NEW VA BENEFIT PLANNING RULES.
WHAT NOW?
CLE COURSE DETAILS
Pre-Recorded Online Webinar
Presented by Michael Anthony, JD, CMP, one of the nation's top benefit planning experts.
NEW VA BENEFIT PLANNING RULES YOU NEED TO KNOW
The VA has released new eligibility rules for the VA Improved Pension (known as the Aid & Attendance benefit) that takes effect October 18, 2018.
Led by one of the nation's top benefit planning experts, this 1-hour CLE course will provide you with a concise summary of the rule changes and discuss new planning opportunities that exist for your clients.
This course will discuss
  • Net-worth requirement changes
  • Implementation of transfer penalties
  • 36-month look-back period
  • Calculation of the transfer penalties
  • Restrictions on the use of immediate annuities
  • Revision of qualifying medical expenses used to determine IVAP
  • Harmonization with Medicaid eligibility rules
  • Eligibility strategies before full implementation
  • Planning strategies after implementation
COURSE COST
Access to the pre-recorded webinar is $175. Course attendees will receive 1-hour of Continuing Legal Education.

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