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Eligibility and Penalties Based Around the New VA Benefits Rules

Gain a better understanding of the eligibility determinations and requirements for VA pension programs.

There are approximately 18.2 million veterans living in the United States according to the most recent census data (Dept. of Veterans Affairs Fast Facts). A large percentage of them were born in the baby boomer generation and will need care provided by the Department of Veteran's Affairs in the next twenty years. Special pension programs are one way veterans can receive help paying for long-term care costs. This topic will outline the eligibility requirements for these special pension programs. You will understand how to recognize eligibility requirements and assist veterans in making eligibility determinations. You will learn how to categorize assets, income, and medical expenses properly to ensure veterans can take advantage of these programs that allow them to live in their home or a private nursing facility and receive proper care.

Runtime: 85 minutes
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Why Lorman?

Over 32 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

Overview of Eligibility Requirements

  • Active Duty Service Requirement
    • Reserves
    • National Guard
  • Discharge Type Requirement
    • Honorable vs. Other Than Honorable
  • War Time Period Requirement
  • Medical Requirement
  • Financial Requirement

Different Kinds of Pensions

  • Service-Connected Compensation
  • Survivor's Benefits (DIC)
  • Improved Pension (Nonservice Connected)

Overview of Changes Based on October 18, 2018 Change in the Rules

  • Brightline Net Worth Limits
  • Lookback Period
  • Transfer Penalty and Penalty Divisor
  • Countable Assets

Calculating Net Worth

  • What Assets Are Countable?
  • Determining Income for VA Purposes (IVAP) and Unreimbursed Medical Expenses (UME)
  • What Portion of Countable Assets Are Countable?

Putting It All Together With Examples

  • Case Study 1
  • Case Study 2
  • Case Study 3
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Why Lorman?

Over 32 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 November 13, 2019.

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
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 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.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 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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More Program Information

Why Lorman?

Over 32 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

Nikki Mitchell

Nikki Mitchell

Martha C. Brown & Associates, LLC

  • Attorney with Martha C. Brown & Associates, LLC
  • Practice emphasizes all aspects of elder law, including estate planning, long-term care planning, medicaid planning, asset protection, medicare, incapacitation issues, end-of-life decision making, guardianship and conservatorship estates, probate, special needs planning and special needs trust, and veteran’s benefits
  • Member, Missouri Bar; Maryland Bar; National Association of Elder Law Attorneys (NAELA); Missouri Chapter of NAELA Public Policy Committee; Member, Missouri Bar Elder Law Committee and Bar Association of Metropolitan St. Louis
  • VA accredited attorney
  • J.D. degree, University of Maryland School of Law; B.A. degree, University of Texas, Arlington
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Why Lorman?

Over 32 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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Product ID: 406512
Published 2019
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