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Estate and Tax Planning for Veterans

Understand the unique opportunities with estate planning for veterans and their families. There are approximately 20.2 million (2015) veterans of our military forces living today of which over 600,000 are over 90 years of age, 930,000 are between 85 and 90, and 5.7 million are between the ages of 60 and 85. In addition there are an unknown number of surviving spouses that can qualify for benefits from the Veterans Affairs Department. That means there is a substantial number over the age of 60 that need to coordinate their estate planning with their veteran benefits. They cannot depend on the VA to assist them. They are depending on their financial advisors, attorneys, accountants and other advisors to be able to give them competent advice that will not harm their ability to qualify for benefits they have earned. In addition these advisors may be the only people that can make them aware of these benefits. This topic will help you identify benefits that your clients can benefit from and prevent you from making mistakes that could cause them serious financial harm. In addition it can be a source of new revenue.


Runtime: 88 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Why Advisors Must Address the Special Benefits Veterans and Their Spouses

  • Clients Expectation
  • Advisor Must Be Proficient in Their Areas of Expertise
  • How It Can Impact Your Practice

The Four Key Benefits the Advisor Must Address in Their Planning

  • Compensation
  • Dependents and Indemnity Compensation (DIC)
  • Improved Pension
  • Death Pension

Unique Planning Issues

  • Compensation
  • DIC

Not Needs Based

  • Pension
  • Death Pension

Case Studies

  • Couple in Late 80's; She Is in Very Poor Health; They Have a House ($400,000) and $50,000 of Cash; Very Low Income
  • Widow 86, Moving to Assisted Living Facility Due to Health Issues; House ($350,000) for Sale -Closing Set for 30 Days; Other Assets $125,000
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on April 28, 2017.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

James B. Swain, JD, MBA, USNavy Retired

James B. Swain, JD, MBA, USNavy Retired

Academy of VA Pension Planners

  • Operator of Swain Law Firm LLC, and the Academy of VA Pension Planners, LLC (AVAPP)
  • In partnership with ElderCounsel, LLC developed the premier VA Pension Planning Course in 2006
  • Founding member of the Georgia Bar Association Military Law Section and currently a board member
  • President-elect for the Georgia Chapter of NAELA
  • Frequent speaker on estate and elder law
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 400621
Published 2017
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