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VA Benefits Planning

Are you potentially eligible for veterans pension benefits?

If you are an older (age 65 and up) or disabled war-time veteran, or you are widowed from a war-time veteran, and you have ongoing out-of-pocket medical or care expenses, you are potentially eligible for veterans pension benefits. If you are the married spouse of a veteran, you cannot apply directly for benefits, but your medical and care expenses (as well as your income) will be considered when your spouse applies. As a result, there are instances in which a veteran age 65 or over who does not personally need care can qualify based on his spouse’s care expenses.

However, qualification is not automatic, even for veterans and widowed spouses of veterans with significant care needs. There are limits on the amount and type of assets an applicant can own. Because the VA, like Medicaid, now has a “look-back” rule that penalizes gifts and other transfers of assets made within three years prior to application, advance planning is greatly favored and legal assistance with the process of establishing and demonstrating eligibility can prove to be greatly beneficial. We can apply our legal skills and familiarity with VA law and regulations to help you to establish eligibility, protecting as much of your life savings as possible in the process.

Give us a call today, or contact us, to start your Special Needs plan today.

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If you or a loved one needs immediate help with a planning matter or legal issue, please contact us, and we will get back to you promptly.

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Free WorkshopsIf you have reached age 65, there's about a 45% chance that you will eventually need long-term care.

Join us for one of our highly informative and FREE workshops and find out how you can protect your family's hard-earned life savings.

Visit Free Workshops for more information.

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Veterans Benefits Series

For information on Veterans Benefits, visit these Elder Law Minute videos.

Levels of Veterans Pension Benefits

Service Connected Disability and Veterans Pension Benefits

Military Service requirement for establishing eligibility

Will the VA approve a Look Back Rule?

Protecting your residence while establishing VA benefits

Understanding the VA asset limit

How the VA determines monthly benefits

State Veterans Homes: Are they a good option?

Family member caregivers and VA benefits

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774 Sunset Blvd Suite 200
O'Fallon, IL 62269

IL Phone: (618) 632-7000
MO Phone: (314) 567-9292
Toll-free: (877) 995-6876
Fax: (618) 632-7333
Email: info@coulsonelderlaw.com

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