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Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum — Planning for Veterans Benefits – How the VA Aid and Attendance Pension Benefits Qualified Veterans and Their Spouses, Preserves Assets, and Serves as a Key Planning Tool

July 12 @ 12:30 pm - 2:00 pm

Free

Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum — Planning for Veterans Benefits – How the VA Aid and Attendance Pension Benefits Qualified Veterans and Their Spouses, Preserves Assets, and Serves as a Key Planning Tool

WHEN: Thursday, July 12th from 12:30 p.m. to 2:00 p.m.
WHERE: Historic Oakland Manor – 5430 Vantage Point Road, Columbia, MD 21044
Enjoy a catered lunch and networking beginning at 12:30 p.m. The Forum will begin promptly at 1:00 p.m. and end at 2:00 p.m.

In this interactive workshop, Elville and Associates’ Principal Stephen R. Elville, J.D., LL.M., will thoroughly educate advisors about veterans benefits planning for their clients — including the VA Aid and Attendance Pension and how it benefits qualified veterans and their spouses, asset preservation in veterans benefits planning, and how veterans benefits serves as a key planning tool for estate planning and Medicaid.

Topics for discussion include:

— VA Aid and Attendance Planning — A Sticky Business
— What is the Aid and Attendance Benefit?
— Who Qualifies?
— What Does Estate Planning Have to Do With Aid and Attendance Planning?
— Asset Protection and VA and Attendance
— How Aid and Attendance and Medicaid Planning Interrelate (and Don’t)
— How to Become a Hero to Your Veteran Clients and Their Families

As a sponsor of the Certified Financial Planner Board of Standards, Elville and Associates is pleased to offer 1.00 CE credit hour to Certified Financial Planners and CPAs for attending this program. Should you wish to earn continuing education hours for this program, you may provide Jeffrey Stauffer, Community Relations Director, your name and ID number at the event.

We look forward to hosting you on July 12th!

Details

Date:
July 12
Time:
12:30 pm - 2:00 pm
Cost:
Free
Event Category:

Venue

Historic Oakland Manor
5430 Vantage Point Road
Columbia,MD21044United States
+ Google Map
Phone:
(410) 730-4801
Website:
http://www.historic-oakland.com

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