Veterans Pension Planning and Drafting Immersion Camp - logo - white-01
Make a difference in lives that have already given so much, asking for nothing in return.
August 13-14, 2020
Via Live Webcast
Price: $995
Option at checkout to reserve your seat for $250

About The Event

cle.png Earn up to 12.75 CLE hours. (Satisfies VA CLE eligibility requirement for attorneys in all 50 states.)

Have you always wanted to learn how to help the veterans in your community? Does your firm provide estate planning and elder law services but not VA pension planning? Were you using VA pension planning strategies but stopped when the rules changed?

The VA (Veteran’s Administration) pension rules went through a substantial change over the last few years. Some attorneys that were practicing in this area stopped providing this service to their clients because they did not know the planning strategies available under the new rules. Other attorneys have been helping their clients with traditional planning services but haven’t had the time to expand into VA pension planning. Now that the dust has settled, it’s time to learn the new rules and how you can help the qualified veterans in your community. Whether it is a new practice area, an expansion of your legal services or a restart to a service you provided before the rule change, this course is for you.

At the Veterans Pension Planning and Drafting Immersion Camp we will walk you through the current qualification rules, planning techniques, and marketing strategies essential to this practice area. This camp was specifically created to mix the legal and the practical so that when you complete two days of learning, you can immediately begin seeing veteran pension clients.

The Presenters

 Whitney Wilson, J.D.
Whitney Wilson, J.D.
Twilight Legal Consulting
jim-circle
Jim Wolverton, J.D.
ElderCounsel, LLC

Prior to the Camp

  • Watch "Entering VA Pension Planning from the Ground Floor" 
  • Pre-Camp Fundamentals call: Monday, August 10 at 1:00 p.m. ET
    Learn who can assist veterans with claims and when to charge fees to veterans. We’ll compare the two main disability benefits available to veterans. Also covered is an introduction to the 3-part qualification process for any pension claim. Attorneys will also learn how to identify a client who may be eligible, and the maximum benefits associated with the basic pension, pension with housebound allowance, and pension with aid and attendance. 

Day 1:  8:30 a.m. – 5:30 p.m. MT

08:30
-
09:15
VA Pension Eligibility Review – Is Your Client’s Foot in the VA Pension Door?
A quick review of the three eligibility criteria for a VA Pension or Survivor’s Pension Claim. This will include a detailed look at the “service” requirement to determine if your client is a wartime veteran or surviving spouse of a wartime veteran.
09:15
-
10:15
Building a Solid Case – Medical Requirements for Improved Pension/Death Pension and the Special Monthly Pensions for Housebound or Aid & Attendance Ratings
During this session, we will discuss the medical evidence necessary to qualify a veteran or surviving spouse for the base level pension or death pension benefit, then get them rated at the Housebound or Aid & Attendance disability level to qualify for a Special Monthly Pension. We will also cover how to document the supporting medical evidence.
10:30
-
11:15
The Client Has Too Much Income – Now What?
This session will begin with a quick review of how to calculate the IVAP, followed by discussing strategies available to bring a client’s IVAP within the MAPR and how to properly calculate the benefit to which a claimant may be entitled.
11:15
-
12:00
Defining and Calculating Net Worth, The New Lookback Period, and How to Calculate and Cure a Penalty
12:00
-
01:15
Lunch Break
01:15
-
02:15
The Client Has Too Many Assets – Now What?
This session will begin with a review on how to calculate net worth. Afterwards, we will discuss planning strategies available to protect assets for a veteran or surviving spouse and learn how the new transfer rules apply to these strategies.
02:15
-
03:30
Putting Your Knowledge to Work – Case Studies
Work through case studies in small groups, and then share findings with the class.
03:30
-
03:45
Break
03:45
-
4:30
An Overview of Other Long-Term Care Benefits Available Through the VA
Provides a brief overview of the long-term care programs available from the VA, including State Veterans Homes, and medical care and hospitalization.
04:30
-
05:30
Balancing VA Pension with Medicaid
When should Medicaid be pursued rather than pension? When should both be pursued? What happens when a VA plan matures into a Medicaid plan? What happens when a client receiving VA Pension is approved for Medicaid? What happens when a client on Medicaid is approved for VA Pension? These questions will be answered using suggested processes.

Day 2: 8:30 a.m. – 3:15 p.m. MT

08:30
-
09:30
Your First Steps to Incorporate VA Pension into Your Practice
How will you schedule appointments with potential pension clients? How will the conversation with potential clients take place? What do you want to earn from this area?
09:30
-
10:30
How to Prepare a Claim That is Ready to Be Approved
Will there be a look-back or penalty period? This session takes a look at the proposed changes to the VA eligibility rules and what to do to prepare.Learn the best method for filing a claim and when back due benefits or earlier eligibility dates might be warranted. Understand which forms are needed to complete an application for VA Pension or Survivor’s Pension, how to complete those forms, and the proper documentation to submit with them. Will also cover how to answer development letters and fiduciary proposals.
10:30
-
10:45
Break
10:45
-
12:00
What to Do If Something Went Wrong
There are many ways a claim can go wrong, whether the mistake was the client’s or the VA’s. Learn how to handle some of the more common mistakes, including asking for reconsideration, asking for a review by a Decision Review Officer, and filing a formal appeal.
12:00
-
01:15
Lunch Break
01:15
-
03:15
How to Draft a Veterans Asset Protection Trust
We will cover why trusts might be used as an asset protection tool for VA pension benefits. Learn how the VAPT is different from the MAPT, which portions of the VAPT you can and cannot change, the roles of the trustee and beneficiaries, and the ideal individuals to serve in those roles. We’ll also discuss funding considerations.

 

Veterans Pension Planning and Drafting Immersion Camp - logo - white-01

August 13-14, 2020 via live Webcast
Price: $995

CLE: Up to 12.75 hours

Event Location: Online

Register Your Spot: $250