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Pleasanton: (925) 847-0737
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Article Category Veterans Pension Planning

Proposed VA Asset Transfer Regulations Will Change Our Approach to Planning

On January 23, 2015, the Department Of Veterans Affairs issued proposed regulations which would make significant changes to the determination of Net Worth, the treatment of pre-application Asset Transfers, and the deductibility of medical expenses in determining countable income.  [1]  To the extent these become final, they will dramatically impact planning strategies that advocates have Read Full Article

Article Categories: Articles For Professionals, Medi-Cal Planning, Veterans Pension Planning

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