Veterans Aid and Attendance Benefits: An Attorney's Guide to Planning and Filing for Aid and Attendance Benefits Seminar Materials

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The U.S. Department of Veterans Affairs estimates that millions of wartime veterans and their spouses may be eligible for special monthly pension benefits (commonly known as “Aid and Attendance”) after they are 65, are permanently disabled and unable to work, are homebound, or need the regular aid and attendance of another person on a regular basis.

Learn the steps needed to obtain eligibility for your senior clients, including the VA eligibility requirements, the asset limitation test, income calculations, and possible problems to be aware of before and after filing an application. Learn how you can help your clients become eligible for this significant benefit.

This comprehensive, stand-alone publication is direct from a January 2013 seminar. It is available as a searchable PDF via download. Click here for more information on electronic books.

Virginia lawyer for less than three years? Receive a 25% discount on this and most other publications and seminars.

Table of Contents

I. Veterans Aid and Attendance Benefits: An Attorney’s Guide to Planning
and Filing for Aid and Attendance Benefits

II. Addendums:

   A. Juan Ibern-Maldonado, Appellant v. R. James Nicholson,
   Secretary of Veterans Affairs, Appellee

   B. Robert A. Hartness, Appellant v. R. James Nicholson, Secretary of
   Veterans Affairs, Appellee

   C. Trust Property, Countable Income and Net Worth

   D. Effect on Pension Eligibility of Property Held as a Life Estate

   E. Treatment of Assets Placed in a Special Needs Trust in
   Determining Eligibility for Improved Pension

   F. Effect on Pension Eligibility of Transfer of Assets into a Trust

   G. Periods of War for VA Benefits Eligibility

   H. Room And Board as a Deductible Unreimbursed Medical Expense

   I. Fast Track Letter on Independent Living Fees

   J. Improved Death Pension

   K. Examination for Housebound Status or Permanent Need for
   Regular Aid and Attendance