Webinar: Changes in VA Regulations and How It Impacts Estate Planning

Presented by: 

Thomas W. McCulloch, JD, CPA of McCulloch & Miller, PLLC in Houston, Texas 

Program Description 

Join experienced elder law attorney and CPA, Tom McCulloch, in an interactive and educational presentation about all aspects of Veterans planning. Discover how Veterans Benefits and long term-care planning can impact your client's finances and lead to a better quality of life for your clients and their loved ones. We delve into the new VA regulations and changes to how Veterans and Survivors will receive pension benefits.

Learning Objectives   

• Learn the new pension requirements from the September 18, 2018 regulation changes
• Learn specific asset transfer definitions and penalties as determined by the VA
• Learn our new approach to VA pre-planning and how to best help your clients achieve their goals 

Date & Time

Webinar: Tuesday, February 12, 2019   (previously scheduled for Nov. 27)                                                   

2:00 p.m. - 3:00 p.m. Eastern (11:00 a.m PT)

Education

NASBA-approved for 1.0 CPE credit in Business Law; 1.0 (M)CLE credit*
 

Cost

Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 

Registration  

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by February 8, 2019 and will be subject to a $5.00 cancelation/administration fee. For information on the cancelation policies, please contact our office at 888-ATTY-CPA.

Additional Information

Delivery Method: Group Internet Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

About the Presenter

As an experienced elder law attorney, Tom McCulloch provides sound legal advice and counsel for older adults and their families. Tom believes that the maze of aging care and cost challenges can be addressed by proper planning and meeting issues straight on; he believes that planning and advocating for families may help provide more lifestyle choices and care options. Tom's own story includes the personal journey he faced when planning for care and financial concerns for his own mother following her health crisis. After working with multiple health care providers and various agencies, Tom was determined that advocacy for the elderly should be a priority and he embarked on combining an elder law team that focuses on holistic planning involving legal, financial, and care concerns. Tom holds a bachelor's degree from the University of Texas and attended law school at the University of Houston where he was admitted into the honor society of the Order of Barons. He is a member of the bar in Texas and Colorado and served as law clerk, U.S. District Court, Northern District of Texas, and is admitted to practice before the United States Tax Court.

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org. 

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com prior to the program date and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.