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October 2018
 
 
 
CONTENTS
Gudorf Law Group, LLC

8153 North Main Street
Dayton, OH 45415

Phone: 937-898-5583
No attorney-client relationship. Gudorf Law Group, LLC maintains this website exclusively for informational purposes. It is not legal or other professional advice and does not necessarily represent the opinion of Gudorf Law Group, LLC or its clients. Viewing this site, using information from it, or communicating with Gudorf Law Group, LLC through this site by Internet email does not create an attorney-client relationship between you and Gudorf Law Group, LLC.
Notice of VA Pension Rule Changes
On September 18, the Veterans Administration (VA) published new rules that make it more difficult to qualify for this important benefit. For example, any gifts that you made in the past 36 months, either to a family member or to an irrevocable trust, would be penalized. Likewise, an investment in an annuity would also be penalized. This means you could be prohibited from qualifying for VA pension benefits for up to 5 years, depending on the amount of the gift.

The good news is, you can still get under the old rules where there is no penalty for making gifts or transferring funds to an irrevocable trust but you have to act quickly. The new rules go into effect on October 18, 2018, and we must have all planning done by that date.
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Long Term Care Benefits Available to Surviving Spouses of Wartime Veterans
There are over 9 million surviving spouses of veterans currently living in the United States.   Many of these surviving spouses are receiving long term care or will need some type of long term care in the near future, and there are funds available from the Veterans Administration (“VA”) to help pay for that care.  Unfortunately, many of those who are eligible have no idea that any benefits exist for them or that an attorney can help them become eligible.
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How the TCJA Impacts
Charitable Giving
The Tax Cuts and Jobs Act (TCJA) is the most sweeping tax reform in decades. When it took effect on January 1, 2018, it changed many things we have come to take for granted about taxes and tax deductions in this country. One of those is the relationship between taxes and donations to charity. Here's a look at how the TCJA impacts charitable giving.
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