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White Paper

10 Pages
  • 10 Pages

Estate Planning Considerations for Soldiers and Their Families

 

Estate planning is a very broad subject with many different definitions.

Estate planning can apply to wills, trusts, finances, family dynamics, wealth transfer, passing on values, business continuity, protecting assets and many other issues too numerous to list. This white paper will focus on the need for financial assistance to cover long-term care expenses and the impact those expenses can have on the recipient and their family. Specifically, U.S. military veterans and their families.

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Estate Planning Considerations for Soldiers and Their Families

Agenda

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Estate Planning Considerations for Soldiers and Their Families

Faculty

James B. Swain, J.D., M.B.A., U.S. Navy Retired

James B. Swain, J.D., M.B.A., U.S. Navy 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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Estate Planning Considerations for Soldiers and Their Families

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