NEW VA BENEFIT PLANNING RULES.
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
Access to the pre-recorded webinar is $175. Course attendees will receive 1-hour of Continuing Legal Education.