The Veteran’s Administration is beginning asset limits for qualification for the Aid & Attendance benefit. The limit goes into effect on October 18, 2018. If transfers are made prior to October 18, 2018, they will escape penalties on the transfer and the client would qualify. Read the following article by my friend and colleague Steve Hartnett, an attorney and estate planning expert, for more information on this unique opportunity.
Home » Estate Planning » New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly!