Advanced VA Pension Planning Webinar

Tuesday, October 29
12:00-3:00 p.m. ET
Valerie Peterson, J.D.
Robert E. Blumberg, Esq.

CLE: 3 hours. Satisfies bi-annual continuing VA CLE eligibility requirement for attorneys in all 50 states.
Pre-approved for state CLE: AR, CA, NJ, NY, PA, OK. Attorney will self apply in states not listed. Credits will not be accepted in DE, KS.

Webinar Price: $229



2019/10/29 11:00 PM EST

What You’ll Learn in This Webinar

This 3-hour advanced VA pension planning webinar will focus on the new eligibility rules, how they will
impact your planning process, and opportunities that exist under the new rules.

Specific topics that will be covered:

  • Biggest impacts the new rules make
    • Lookback and penalty period
    • Net worth limits
      • Dealing with the home
    • Understanding the medical expense deductions
    • Appropriate spend downs
    • Understanding how the lookback and penalty period works
  • Planning Strategies Under the New Pension Rules
    • Opportunities available for immediate eligibility
    • Planning strategies for longer term planning
    • The role of irrevocable trusts and proper drafting
      • How the VA will evaluate trusts
      • Recent case law
      • How to achieve tax objectives
  • Filing a VA Application
    • Proper forms to use for a Veteran or a surviving spouse
    • Timing – when to file when there is a penalty period
    • How to respond to requests from the VA

Attorneys accredited by the VA must take three hours of CLE within their first year of accreditation, and an additional three hours every two years thereafter. You should be accredited by the VA PRIOR to taking this webinar. For additional information on VA Attorney Accreditation, please visit our Attorney Accreditation page or the VA's FAQ page.

About the Presenters

Valerie Peterson, J.D.

Valerie is the Chief Executive Officer of ElderCounsel, LLC. Before joining ElderCounsel, Valerie practiced law in Miami and Ft. Lauderdale where she was the owner of Peterson Law Office, P.A., and later Fisher & Peterson, P.C., a firm specializing in the areas of elder law and estate planning.

In addition to serving as CEO, Valerie also serves as the Education Director for ElderCounsel and she has taught elder law and veterans benefits courses for numerous national organizations during her tenure at ElderCounsel.  Valerie also teaches for a prominent law school. Since 2012, Valerie has served as an adjunct professor for Stetson Law School where she teaches the Veteran’s Benefits Course to Elder Law LL.M. students.

Valerie resides in Evergreen, CO with her husband, Jonathan Mintz, and two cats, Milo and O’Malley. Both she and her husband love the outdoors and are avid cyclists. Valerie is also a certified Bulletproof® Coach and she

has a personal blog that is focused on nutrition and cycling: www.ketoadaptedcyclist.com

Robert E. Blumberg, Esq.
VA Legal Team, LLC

Robert E. Blumberg, Esquire is the founder of VA Legal Team, LLC.  Robert is licensed to practice law in Pennsylvania and is a Department of Veterans Affairs Accredited attorney. Mr. Blumberg received a B.A. in History from Columbia University in 2004 and his J.D. from Temple’s Beasley School of Law in 2012.

Robert’s expertise is asset and wealth preservation, which includes Pennsylvania Medicaid and VA Aid and Attendance benefit planning. Over his eight years helping veterans and spouses, Robert has seen nearly every Aid and Attendance issue the VA confronts applicants with.

Mr. Blumberg is also the owner of the website Wills in PA.  Wills in PA provides helpful information to Pennsylvania residents on wills and other estate planning issues.

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