Is there a 60 month look-back period for VA Aid and Assistance like there is for Medicare?

Asked 8 months ago - Sacramento, CA

My grandfather is going to apply for VA Aid and Assistance since he's a vet. But he has over the $80k limit. Can he remove the excess and then apply w/in a year?

Attorney answers (4)

  1. Lawrence A Friedman

    Contributor Level 18

    7

    Lawyers agree

    Answered . No look back for VA but there are proposals to change that.

    Lawrence Friedman, Bridgewater, NJ. Certified as an Elder Law Attorney by the ABA approved National Elder Law... more
  2. Kari Dawn Coultis

    Pro

    Contributor Level 11

    7

    Lawyers agree

    Answered . You should meet with an elder law attorney prior to engaging in this type of planning on your own. As my colleagues have indicated, there is no look-back period for qualifying for the VA benefit you mentioned. However, VA planning should always be done with the Medicaid rules in mind because if the VA benefit won't get you through the Medicaid look-back period, then you may run afoul of the Medicaid rules and incur a penalty down the road. As I said, you should get with an experienced elder law attorney for assistance.

    Please note that I am answering this question as a service through Avvo but not as your attorney and no attorney-... more
  3. Joseph Franklin Pippen Jr.

    Pro

    Contributor Level 20

    6

    Lawyers agree

    Answered . No-not the same look back as MEDICAID.
    Meet with a VA attorney to do the proper
    planning to qualify.

    The answer given does not imply that an attorney-client relationship has been established and your best course of... more
  4. James Bunkey Swain

    Contributor Level 14

    3

    Lawyers agree

    Answered . Planning for VA pension benefit is significantly different fron estate planning or Medicaid. You need to talk an attorney that specializes in VA pension planning.

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