Presented by: Valerie L. Peterson, J.D., ElderCounsel and James Swain, JD, MBA, Swain Law Firm 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…

The 3-year look back has eliminated the option of last-minute planning. Asset transfers made during the look-back period will have a penalty period imposed on the applying veteran or spouse that can last up to 5 years. The Penalty for asset transfers will be calculated by using a set amount as a divisor.  The monthly…