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.
March 14-15, 2019
Denver, CO & Via Live Webcast

About The Event

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

There are over eight million Veterans in the United States and nearly all of them may be eligible for VA Pension benefits. The Veteran’s Administration (VA) offers a monthly cash payment to wartime veterans who meet certain service requirements. These benefits may also go to the spouse of a deceased veteran. The opportunities for an elder law attorney who provides service to veterans are vast.

The newly enhanced Veterans Pension Planning and Drafting Immersion Camp was created to give you the the knowledge and confidence you need to be profitable in this area of law. Once you’ve learned the law, we'll look at how to design and draft Veterans Asset Protection Trust documents. 

This two-day course will enable you to grow your practice and to provide legal services to an underserved population.

The Presenter

 Whitney Wilson, J.D.
Whitney Wilson, J.D.
Elder Law of Louisville

Prior to the Camp

  • Watch "Entering VA Pension Planning from the Ground Floor" 
  • Pre-Camp Fundamentals call

Day 1: Thursday, March 14, 8:30 a.m. – 5:30 p.m.

07:30
-
08:30
Breakfast 
08:30
-
09:00
VA Pension Eligibility Requirements 
Covers the eligibility criteria for a VA Pension Claim, both for the veteran and a surviving spouse.   Includes a detailed look at the “service” requirement and how to establish a claimant is a “surviving  spouse.”
09:00
-
10:15
Building a Solid Case ‐ Medical Requirements for Pension, Aid and Attendance and Housebound Benefits 
Discuss medical evidence necessary to qualify a veteran or surviving spouse for A&A or housebound pension benefits and how to begin documenting this evidence to support a claim. 
10:30
-
12:00
The Client Has Too Much Income and Too Many Assets – Now What?
Discuss planning strategies available to protect assets for a veteran, enabling him/her to qualify for VA  benefits.  Covers how trusts may (or may not) be used as an asset protection tool for VA pension  benefits. 
12:00
-
01:15
Lunch (on own) 
01:15
-
01:45
Financial Requirements for Aid and Attendance and Housebound Benefits
Explains the income and net worth requirements for benefits and how to properly document this  evidence.  Also learn how to calculate the benefit to which a claimant may be entitled. 
01:45
-
03:00
How to Prepare a Claim that is Ready to Be Approved and Handing a Denial Letter
Learn which forms are needed to complete an application for VA Pension, how to complete those forms, and the proper documentation to submit with the claim. Understand what to do if a claim is denied, including an explanation of the appeals process.
03:15
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04:45
Balancing VA Pension with Medicaid
What happens when a claimant qualifies for Medicaid? When should Medicaid be pursued rather than pension? These questions will be answered using a suggested process.
04:45
-
05:30
Putting Your Knowledge to Work ‐ Case Studies
Work through case studies in small groups, and then share findings with the class.
05:30
-
06:30
Joint Happy Hour Mixer
Mix and mingle with fellow attendees, presenters, and ElderCounsel team members from both camps, while you enjoy drinks and hors d'oeuvres, on us.

Day 2: Friday, March 15, 8:30 a.m. – 3:30 p.m.

07:30
-
08:30
Breakfast (provided)
08:30
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10:15
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?
10:30
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12:00
What Changes Are Coming to the VA Pension Rules?
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.
12:00
-
01:15
Lunch (on own) 
01:15
-
02:00
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.
02:00
-
03:30
Designing the Veterans Asset Trust and Drafting Tips
You’ve learned the law, now it’s time to look at how to design and draft veterans trusts. This session will review several design options, the impact of choosing those options, and drafting pitfalls to beware of.

Space is limited! Register today!

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

Veterans Pension Planning and Drafting Immersion Camp
March 14-15, 2019
Denver, CO or via live Webcast
CLE: Up to 12.75 hours

Register