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Estate and Tax Planning for Veterans - Webinar

  • ID: 4126057
  • Webinar
  • 90 Minutes
  • Lorman Business Center, Inc.
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Understand the unique opportunities with estate planning for veterans and their families.

There are approximately 20.2 million (2015) veterans of our military forces living today of which over 600,000 are over 90 years of age, 930,000 are between 85 and 90, and 5.7 million are between the ages of 60 and 85. In addition there are an unknown number of surviving spouses that can qualify for benefits from the Veterans Affairs Department. That means there is a substantial number over the age of 60 that need to coordinate their estate planning with their veteran benefits. They cannot depend on the VA to assist them. They are depending on their financial advisors, attorneys, accountants and other advisors to be able to give them competent advice that will not harm their ability to qualify for benefits they have earned. In addition these advisors may be the only people that can make them aware of these benefits.

This topic will help you identify benefits that your clients can benefit from and prevent you from making mistakes that could cause them serious financial harm. In addition it can be a source of new revenue.

Learning Objectives
  • You will be able to identify the four key benefits the advisor must address in planning.
  • You will be able to recognize unique planning issues.
  • You will be able to discuss why advisors must address the special benefits veterans and their spouses.
  • You will be able to review dependents and indemnity compensation.
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Why Advisors Must Address the Special Benefits Veterans and Their Spouses
- Clients Expectation
- Advisor Must Be Proficient in Their Areas of Expertise
- How It Can Impact Your Practice

The Four Key Benefits the Advisor Must Address in Their Planning
- Compensation
- Dependents and Indemnity Compensation (DIC)
- Improved Pension
- Death Pension

Unique Planning Issues
- Compensation

Not Needs Based
- Pension
- Death Pension

Case Studies
- Couple in Late 80's; She Is in Very Poor Health; They Have a House ($400,000) and $50,000 of Cash; Very Low Income
- Widow 86, Moving to Assisted Living Facility Due to Health Issues; House ($350,000) for Sale -Closing Set for 30 Days; Other Assets $125,000
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James B. Swain, JD, MBA, USNavy Retired, Academy of VA Pension Planners
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This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, directors, financial planners, trust administrators, finance directors, business owners and managers.
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