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Christine Pandolf
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Alan took some time to answer our questions: What is the greatest success you’ve had since joining LWP? Our firm’s greatest success since joining LWP has been the ability to provide full service estate planning and elder law services to clients, regardless of their facts or circumstances. We are not... Continue reading
Posted Jan 4, 2018 at Lawyers With Purpose
Jack took some time to answer our questions: What is the greatest success you’ve had since joining LWP? While the successes seem to be piling up recently, I'd say our greatest success was successfully submitting our first Medicaid application using LWP's system, having it approved, and then getting a special... Continue reading
Posted Dec 1, 2017 at Lawyers With Purpose
What is the greatest success you’ve had since joining LWP? Prior to joining LWP, I had no real sense of my “numbers”, especially my closing rate. I back tracked and discovered that it was a mere 40%… I was stunned. Since joining the Onboarding Program at the last TAPER (3... Continue reading
Posted Oct 2, 2017 at Lawyers With Purpose
Many of you might have seen recent news reports with a headline that read something to the like “VA out of money for private healthcare”. Here is a link to one such news story from the AP. I want to take a minute to explain what they are talking about... Continue reading
Posted Sep 28, 2017 at Lawyers With Purpose
The Government Benefits Team at Victoria Collier’s firm prepares, files, and follows up on all VA and Medicaid applications. Though I can say that the majority of our applications are processed from submission to approval in a fairly straightforward manner, that is not always the case. As an introduction to... Continue reading
Posted Nov 23, 2016 at Lawyers With Purpose
In response to an inquiry from Karen B. McIntyre of Veterans Information Services, Inc. regarding the proposed VA rulemaking AO73, Net Worth, Asset Transfers, and Income Exclusions, the following email was issued to extend – yet again – the date for possible publication of the final rule to April 2017.... Continue reading
Posted Oct 21, 2016 at Lawyers With Purpose
When planning for a VA client, practitioners often spend the bulk of their time considering the claimant’s eligibility in terms of their net worth and income. And these are very important things to consider for VA non-service-connected disability pensions, particularly because the bulk of your clients are probably not initially... Continue reading
Posted Oct 11, 2016 at Lawyers With Purpose
Among the benefits that veterans may access through the U.S. Department of Veterans Affairs (VA) is life insurance. Considering the often-hazardous duty that veterans have encountered and survived, the VA’s life insurance programs are meant to offer a measure of financial security to the family for little or no cost.... Continue reading
Posted Sep 15, 2016 at Lawyers With Purpose
The latest version of the Lawyers with Purpose Client-Centered Software (LWP-CCS) was recently released and can be downloaded by using the link emailed to all qualifying members. Instructions on how to install the update are included. Please contact Member Services if you have not received an email. Updates were made... Continue reading
Posted Aug 16, 2016 at Lawyers With Purpose
When I was in high school, I took Latin for two years as my foreign language elective. “What a waste,” I thought, until a few weeks ago, when I took my family to Italy. The trip was actually a business trip to brainstorm with colleagues in Florence. Time away from... Continue reading
Posted Aug 10, 2016 at Lawyers With Purpose
Executive Order (EO) 13658 “Establishing a Minimum Wage for Contractors” was signed by President Obama on February 12, 2014 to raise the minimum wage to $10.10 for all federally contracted workers. The intent of this EO was “to promote economy and efficiency in procurement by contracting with sources who adequately... Continue reading
Posted Aug 2, 2016 at Lawyers With Purpose
When I was growing up, my parents never talked about money. The bills would come in and be stacked up on the arm of the couch until my mother paid them on Sunday nights, after the kids were in bed. There were only three things I knew about my parents’... Continue reading
Posted Aug 1, 2016 at Lawyers With Purpose
Receiving mail from the Department of Veterans Affairs (VA) may be a source of excitement for some folks, particularly when they are waiting for news of an initial VA decision. However, once a claimant is getting the correct monthly benefit, correspondence from the VA is generally not good news. Unfortunately,... Continue reading
Posted Jul 27, 2016 at Lawyers With Purpose
If you had asked me a few months ago where you should mail your VA non-service-connected (NSC) disability pension claims, I would have answered with conviction . . . it depends! I’m not trying to be funny, it’s just that it literally depended on the state where the claimant resides.... Continue reading
Posted Jul 14, 2016 at Lawyers With Purpose
You may be aware that the Department of Veterans Affairs (VA) will be implementing a proposed three-year lookback period for asset transfers sometime in 2016. Until this rule becomes final, veterans and their surviving spouses can continue to transfer assets out of their name and become almost immediately eligible for... Continue reading
Posted Jul 6, 2016 at Lawyers With Purpose
Chances are you or someone you love has been touched by Alzheimer’s Disease. We’ve sent you communication before about how it has rocked our own families. Now, this June, we are collectively doing something about it as a community – and we invite you to participate or sponsor us as... Continue reading
Posted Jun 9, 2016 at Lawyers With Purpose
Congressmen Tom Rooney (R-FL) and Ted Deutch (D-FL) introduced the “Preventing Crimes Against Veterans Act of 2016” on March 2. Rooney, an Army veteran, is a member of the House Appropriations Subcommittee on Veterans Affairs. Rep. Rooney asserts that veterans in his district have brought to his attention that individuals... Continue reading
Posted Apr 5, 2016 at Lawyers With Purpose
Given how much the Veterans Health Administration (VHA) has been in the news for unnecessary wait times and inappropriate scheduling practices that have negatively impacted many veterans, you may not see any value in educating your clients regarding potential VA health benefits. However, VA health benefits might offer more economical... Continue reading
Posted Mar 30, 2016 at Lawyers With Purpose
As the Veterans Administration plans to implement new laws that would impose a three-year look back for gifts, creating penalties of up to 10 years for both transfers of assets and purchase of annuities, lawyers frequently ask me, “Are we going to be able to do any planning and help... Continue reading
Posted Mar 28, 2016 at Lawyers With Purpose
On the second day of the Lawyers with Purpose Tri-Annual Practice Enhancement Retreat in Orlando, there was a focus session on the Infrastructure Track called “Bridging the Generation Gap,” presented by Susan Hunter. My presence there was mandatory, as I had been assigned to administrative duties as an employee of... Continue reading
Posted Mar 16, 2016 at Lawyers With Purpose
House Bill 4351 should be stopped! For the past several years, bills have been introduced for Congressional approval that would impose a three-year look back, and penalties up to 10 years, for veterans and their spouses who give away their assets and then apply for a pension program designed for... Continue reading
Posted Mar 4, 2016 at Lawyers With Purpose
For all you high Fact-finder/Follow through Kolbe types, don’t panic if the VA form 21-8049 number means nothing to you. It shouldn’t necessarily. If you file non-service-connected pension claims with the VA, you may never have had occasion to use this form, which is formally called a “Request for Details... Continue reading
Posted Mar 1, 2016 at Lawyers With Purpose
Purpose of the 21-0779 The VA form 21-0779 “Request for Nursing Home Information In Connection With Claim for Aid and Attendance” is used only for certain non-service-connected pension claims, and its primary purpose is to document the level of care required by a claimant or a claimant’s dependent. The VA... Continue reading
Posted Feb 19, 2016 at Lawyers With Purpose
E L James is the author of the extremely popular erotic romance trilogy "Fifty Shades of Grey," released in May of 2011 and followed by the movie of the same title on February 13, 2015. This was the author's first novel, but she clearly hit a home run! Maybe that... Continue reading
Posted Feb 16, 2016 at Lawyers With Purpose
Over two years, Congress introduced legislation to protect veterans from “pension poachers” by actually penalizing veterans for making transfers of assets. Those bills were S. 3270/H.R. 6171 (112th Congress) and S. 748/H.R. 2341 (113th Congress). Both bills died in Congress. The Veterans Administration drafted and issued proposed law changes, without... Continue reading
Posted Feb 10, 2016 at Lawyers With Purpose