Hello, This email message is a notification to let you know that a file has been uploaded to the Files area of the vbigroup group. File : /FAQ 03.doc ...
vbigroup@yahoogroups....
Mar 12, 2008 4:02 pm
3
Welcome to the VBI Group! To send messages to the group, compose a message to vbigroup@yahoogroups.com. Check out the web page at ...
Hello, This email message is a notification to let you know that a file has been uploaded to the Files area of the vbigroup group. File : /VA Asset...
vbigroup@yahoogroups....
Mar 12, 2008 7:11 pm
6
Anybody have the cite that says if I am getting the A&A pension, then sell my house & get $150K (now over resourced), then give it away, that I am ineligible...
Hi Patrick, Let me preface by saying that I've read every word of the USC, the CFR, and the M21-1MR. I've never found the "12-month ineligibility" language...
Thx. I suppose to be safe you do one of two things: deed to VET, then sell; or do an equity strip like some folks do (put a note/security deed in place in...
Yeah, I think either way you're getting to the same place. The veteran gets no proceeds, the proceeds go to the child. But then you have to think about the...
I have a guardianship/conservatorship client that is now in assisted living. Her deceased spouse has qualifying military service for pension with A&A for her....
At this point, we haven't heard from anyone using promissory notes. I recently scoured the regs with Thomas Day, who wrote one of the books we talked about at...
Spouse in assisted living; married twice, both to vets; both vets deceased while marriwd to client; spouse receives VA payment currently based on fact that...
That would be a DIC benefit. She could apply for pension, but would only be able to get one benefit or the other. She is better off with the DIC since it's...
That's what I figured. Thanks. :( Patrick C. Smith, Jr., Esq. The Smith Law Firm, P.C. Augusta Office: 4141 Columbia Road, Ste D Martinez, GA 30907 Tel: (706)...
Dawn: In light of this email, I wanted to clarify two things. If the veteran is receiving a service connected pension, they are still eligible for the A&A...
First, if a veteran is receiving compensation, there is a housebound and an aid and attendance allowance available for compension. So, they wouldn't receive...
Are there any updates from last year's VBI that it would be important to know about now for using the VA Protection Trust? I haven't used the trust yet and now...
My understanding is that because this is really a "total divestment" trust, and the fact that we don't report prior x-fers to VA, we are fine. If you had an...
That is correct. Just make sure the transfers into the trust are accomplished before sending in the VA claim. Then ownership has been divested and there is...
Dawn: It was not clear from the recent VBI how the 5% UME works. My understanidng is that the UME's must exceed 5% of the pension in order for the Veteran to...
Hello Colleagues, My partner and I really enjoyed the VBI institute and meeting as many of you as we could. Of course now it is back to the grind and I'm...
Annuities--I have not used them before but am very interested now. We are not licensed to sell at our firm and we don't want to be. Does anyone know if when...
Gene, The 5% threshold is: for a single veteran -- 5% of service pension ($931 per month)= $46.55 for a married veteran -- 5% of service pension with one...
Yes, Matt Zagula will work with an existing FA! Dawn ... now. We are not licensed to sell at our firm and we don't want to be. Does anyone know if when you...
We use Matt as the primary source of annuities for my practice...where I have had the case referred by a local FA... I have had Matt work with the local...
William Hammond
whammond@...
Apr 9, 2008 3:32 pm
26
Hi Debbie, Congratulations on your first client! You CANNOT charge the veteran for the preparation of a VA claim for benefits. You may charge for your ...
Yes, that helps. That's the way I read the Reg, as well. There are planning opportunities here, e.g. where the UME is less than the 5% and the Vet could...
Yes, that's right. They need to get over that 5% threshold and the best way to do that is by getting more care. Dawn M. Weekly Attorney at Law Law ElderLaw ...
Attached to this email is the information for obtaining the video clips from ABC. We are still working on getting the MSNBC information. Dawn M. Weekly ...
Just wanted to clarify the situation on when there is a third party payor (such as a son or daughter) for VA claims. Underhill & Underhill, the accredited...
Remind me, what happens to the claim of a surviving spouse for pension with A&A if spouse/claimant passes away before approval? Does the claim die as well? ...
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