Big Changes in VA Regulations: What You Now Need to Know to Obtain Benefits


CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

During this presentation, the practitioner will learn about the new VA regulations issued on September 18, 2018 that greatly impact Veterans applying for Aid and Attendance benefits to offset the cost of their medical care, including nursing home, assisted living home, and home care costs. The impact of the new regulations is large, and could cause loss of a great deal of benefits, potentially exceeding $100,000.00. Learn to avoid the pitfalls of applying too early, or not examining past transactions, and be able to successfully guide your client in obtaining necessary benefits.

Key topics to be discussed:

•   Detailed information regarding the Aid and Attendance benefit
•   Impact of the new regulations regarding the Aid and Attendance benefits on specific types of cases
•   Practical examples of the application of the new regulations
•   Impact of the VA regulations on Medicaid applications

Date / Time: July 24, 2019

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

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SKU: N/A Categories: ,
Original Broadcast Date: March 14, 2019

Kyla Groff Kelim, Esq. is an elder law attorney and principal of Aging in Alabama, an elder law firm located in Fairhope, Alabama, and prolific regional and national speaker, dedicating her practice to topics of interest to seniors, their families, caregivers, and professionals assisting them, to protect their life’s work by proactive planning and assisting those in need due to catastrophic illness or injury as they navigate the often treacherous administrative schemes of nursing home Medicaid, Medicare and Social Security. Mrs. Kelim earned her Bachelor of Science from the University of New Orleans and Juris Doctor from the Cumberland School of Law, where she served on the Cumberland Law Review. She has been practicing law for more than twenty five years in Florida and Alabama. Mrs. Kelim lives in Fairhope, Alabama with her husband, Patrick, and their two sons, Payton and Pierce.

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Section I. Aid and Attendance benefits introduction

Section II. Benefits qualification – non financial

Section III. New Regulations
a) 3 year lookback period
b) 5 year penalty period
c) impact on “income”
d) impact on “net worth” and “net worth calculations”
e) impact on “primary residence”
f) transfers to trusts or annuities
g) transfers to disabled children

Section IV. Pitfalls for the Practitioner to Avoid – Examples