Under the new VA rules, Veterans are faced with a new set of challenges when attempting to qualify for or even retain their VA Pension benefits.
On day one, ElderCounsel’s CEO, Valerie Peterson, will discuss planning strategies available under the new rules, including how to determine when half-a-loaf planning is appropriate, and when proactive planning should be done. Valerie will also cover how the VA is treating irrevocable trusts, as well as tips on drafting effective irrevocable trusts for VA pension purposes.
On day two, join Whitney Wilson, awarded “Top 10 Elder Law Attorney” attorney, as she covers what you need to know to file a claim for VA Pension or VA Survivors Pension benefits using the Fully Developed Claim process. Whitney will also include tips and tricks you need to be aware of before the application is filed, development letters you might receive, and having a VA Fiduciary appointed after the claim is approved.
Join us for one or both days of our extended, two day webinar, where we'll discuss fresh approaches to planning and applying for VA pension under the new rules.
NOTE: This is a two-part webinar taking place Thursday, February 14 and Friday, February 15, 1:00-2:15 p.m. ET both days.
In addition to serving as CEO, Valerie also serves as instructor for several ElderCounsel educational courses, including the Elder Law Immersion and Practice Building Camp. Valerie has also taught for the National Academy of Elder Law Attorneys (NAELA), the Academy of Veterans Pension Planners (AVAPP), and for various state bar associations and estate planning councils. Valerie is accredited by the Veterans Administration to assist veterans with claims, a member of NAELA, the Academy of VA Pension Planners, and she is a member of the Florida and Kansas Bar Associations (currently inactive).
Whitney Wilson has practiced law in Louisville, Kentucky since 2004. Her practice at Elder Law of Louisville is focused solely on Elder Law, which includes Wills, Powers of Attorney, Advanced Directives, Trusts, Trust Administration, Medicaid Planning, VA Benefits Planning, Special Needs, Guardianship and Probate. She is admitted to practice law in the Commonwealth of Kentucky and is accredited by the VA to assist veterans and their families with claims for benefits.
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