| INTEGRATING VA BENEFITS INTO AN ELDER LAW PRACTICE
CO-SPONSORED WITH THE MASSACHUSETTS CHAPTER OF NAELA
Please Note: This course has already
been held.
Date: Friday, November 12, 2010
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 AM - 01:00 PM
Faculty
Schedule/Agenda
Registration Information
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Purchase Here! |
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ABOUT THE PROGRAM
The ability to integrate Veteran Administration benefits into your elder law practice is crucial to long term care planning for clients in the community. Veterans or widows/ers of deceased veterans must know if they are eligible for Veterans benefits under the Aid & Attendance (A&A) program. The A&A benefit helps clients afford to live at home with caregivers, including family members who might have to give up their jobs to provide care, as well as to offset the high cost of assisted living facilities. Strategies to reposition assets are critical to explore and implement.
The VA eligibility rules differ in some important ways from Medicaid eligibility rules, and therefore proper counseling can prevent clients from unknowingly creating disqualifications for later Medicaid eligibility. This program focuses on how to interpret the rules and regulations and understand the trust and annuity rules as they apply to VA A&A benefits and to compare and contrast with MassHealth rules and regulations. The faculty is comprised of practitioners with hands on experience to address practice oriented issues and de-emphasize the actual application process.
Attorneys may be paid for counseling clients about VA benefits just as they may be paid for Medicaid and long term care planning as long as there are no fees charged for the application process. These and other rules, including how to obtain certification will be discussed. In addition, VA rules allow payment for legal fees for services rendered after an initial VA decision has been made on an application. The knowledgeable presenters have all successfully incorporated VA A&A benefits into their practice. If you are an elder law attorney, you must have at least a passing knowledge of VA benefits that may be available to your clients and their spouses. ATTEND AND LEARN
- The criteria for eligibility and how to calculate benefits
- What is an “Un-reimbursed Medical Expense”
- What are the permissible assets limits
- How to navigate the application process, including practical hints and pitfalls
- How transfers affect eligibility for VA benefits and Medical Planning techniques
- How to use trusts and annuities
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Alex L. Moschella, Esq.
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Gosselin, Moschella, Kyriakidis & Tedesco PC |
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Leslie S. Madge, , Esq., CELA
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Leslie S. Madge, PC |
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Paula A Smith, Esq.
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Smith Worthington, LLC, Worcester |
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| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME AND INTRODUCTIONS |
| Paula A. Smith, Esq.
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| 9:10 |
ATTORNEY CERTIFICATION; VA APPEALS |
| Alex L. Moschella, Esq.
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| 9:30 |
VA BASICS FOR A & A ASSETS AND INCOME LIMITATIONS |
| The Panel
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| 10:45 |
TRANSFERS AND TRUSTS |
- Transfer Rules-VA v. Medicaid
- How Much to Keep
- Strategies for Transfers
- Re-positioning Assets
- Types of Trusts
- Differences between VA and Medicaid Planning
The Panel
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| 12:00 |
FITTING VA INTO AN ELDER LAW PRACTICE |
- Practice Management
- Expand Medicaid Planning to Include VA Planning
- Should You Do the VA Application
- Is It Worth Pursuing VA Benefits in the Nursing Home
- How to Market a VA Practice
The Panel
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| Date: |
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Friday, November 12, 2010 |
| Tuition: |
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Tuition is $199.00, $179.00 for Suffolk Alumni, attorneys admitted to the bar after 2008 and members of NAELA. CHECK REGISTRATIONS
If you would like to register with a check, the following link will lead you to a registration form. Please print out and send it along with your check to the address listed on the bottom of the form. Veterans Registration Form
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| Walk-Ins: |
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Space is limited. Registrations at the door are welcome, but please register in advance to reserve a seat and your written course materials or call to confirm space availability.
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| Refunds: |
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If for some reason you are not able to attend, you may send a substitute or call no later than the business day before to receive a refund less a $15.00 cancellation fee. Otherwise, you will receive the course materials.
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| Location: |
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Suffolk University Law School, 120 Tremont St., Boston, MA
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| Credit: |
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Approved for CLE Credit in RI, NH, VT and ME.
ACCREDITATION
This program meets all requirements for CLE accreditation by the VA.
However, if you are not already accredited, it is highly suggested that you submit VA Form 21a to the VA Office of General Counsel before this program so that you can take advantage of the three CLE hours being offered to all accredited attorneys/agents in attendance. Please note that each accredited attorney/agent must complete the mandatory CLE requirements within one year of becoming accredited and within every three years thereafter. This is an excellent opportunity for you to receive these hours.
Visit the following web address for VA Form 21 http://www4.va.gov/OGC/docs/Accred/VA21a.pdf
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Special
Needs: |
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If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.
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Directions to the Law School.
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Unable to attend but are interested in the course materials?
Purchase Here! |
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Library 
