Attorney Training Conference Roswell, Ga Office October 24th-25th Day 1 8:30 am-5:00 pm Day 2 8:30 am-3:00 pm Major Topics: Changes in VA Pension Program What to expect and how we manage these changes as we move forward Review the change specifics Provide case studies associated to the new rules Sales strategies This course provides…
Even though most of your clients think of their furry friend as one of the family, they are often overlooked when going through the estate planning process. They think of them as a companion, but how does probate see them? Legally pets are classified as property, therefore have to be listed as such. When starting…
Should an estate planner fail to make certain considerations, not only can they undermine their practice’s integrity but also jeopardize a beneficiary’s financial security. How do you avoid these common mistakes when drafting trusts for minors? 1. Not choosing the right trustee We all know that our clients would rather not spend too much time…
What happens if a veteran couple is awarded a pension and one of them passes away? Does the pension stop? If the spouse of a veteran passes away, the veteran family should notify the VA of the death and send a copy of the death certificate. The VA will then adjust the pension to reflect…
Q. The only other monthly income my parents have, other than the VA Pension, is their Social Security checks. Will they be required to fill out an annual EVR (Expense Verification Report) each year? Most likely they will not have to fill out this annual report; however, should they receive an EVR from the government,…
Here are a couple of more questions as promised. We at AVAPP hope they answer some questions maybe you have faced. Q. My sister was my parent’s caregiver and was named in the caregiver’s agreement. Her circumstances have changed; I will now be their caregiver. We do not want the pension to stop. What…
