The New Veteran’s Administration Regulations: Understanding The Opportunities And Avoiding The Pitfalls Under The Transfer Penalties And Other Recent VA Rules
September 24 @ 12:00 pm - 1:30 pm
Millions of Veterans rely on attorneys and others to help them obtain VA Pension benefits to pay for ongoing long-term care. Our speaker, Gerry Kane, is an elder law attorney who has helped countless Veterans navigate the complex VA Pension Benefits system. Mr. Kane will address the new look-back period for gifting, penalties for transferring assets, bright-line “net-worth” requirements for qualification and treatment of trusts and annuities under the recent regulations. He will discuss how to ensure clients receive the maximum benefits and how to avoid VA application mistakes. This program is a must for attorneys, financial planners, CPA’s and fiduciaries who may be called upon to guide seniors and others who are either Veterans or spouses of Veterans.