008 Veterans Improved Pension Benefits with Jim Swain (Part 1)
MEMORIAL DAY – Let’s honor those that have given their lives in service to our country by learning more about how we can help our elderly Veterans, or their spouses, widows, and widowers, in need with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid and Attendance”).
What You Will Learn in This Episode:
- Jim’s background, and why this area of law is very satisfying (how much we can help people!)
- What the Veteran’s Improved Pension is (a benefit people call “Aid & Attendance”)
- What the Veteran’s Administration will tell you about qualifying for the benefit (and why they’re WRONG)
- How the written and unwritten rules play into getting this benefit for people
- What it takes to get qualified for the benefit
- What a family member or spouse should do if they are told they have too much money to qualify
- The dangers of allowing a financial planner, annuity salesperson, or insurance person to get you/a loved one qualified for Veteran’s Improved Pension – how it can cause financial, tax, and inheritance problems VA Benefits – Aid & Attendance
Great Quote: “Annuities are not bad, in and of themselves. They’re just a tool in the toolbox. But if the only tool you have is a hammer, everything in the world is going to look like a nail.” – Jim Swain
Veteran’s Improved Pension Planning Expert, Jim Swain
About James B. Swain, J.D., M.B.A. (Jim):
Jim has a Law Degree (JD) and a Masters of Business Administration Degree (MBA) from Memphis State University (now University of Memphis), a BA in Human Resource Management from Pepperdine University. He is a graduate of Renaissance Inc.’s Charitable Planning School and he is an accredited attorney with the Veterans Administration. He is licensed to practice law in Georgia and Tennessee. Jim has a unique background with extensive knowledge and experience in Wealth Transfer and Estate Planning, Business Planning, Charitable Giving Planning, Executive Compensation Plans, developing and administrating Qualified and Nonqualified Benefit Plans, and advising Veterans about their Benefits.
He conducts seminars for charitable institutions, individuals, attorneys, CPAs, investment advisors, insurance agents, and trust officers on estate planning, wealth preservation, business succession, charitable gifting, wealth transfer, and Military Veterans benefits. He is a co-developer and a co-presenter for the ElderCounsel VA Pension Course, the Academy of VA Pension Planner’s Conference on VA Pension Planning for Attorneys, the Georgia State Bar Association Attorney VA Certification Course, and a speaker on VA Pension Benefits at WealthCounsel’s Annual Conference.
He is the founder and principal of Swain Law Firm with offices in Roswell, Georgia, and founder and CEO of the Academy of VA Pension Planners. He is licensed to practice law in Georgia and Tennessee and was one of the first 50 attorneys to be accredited by the VA.
He is also a member of ElderCounsel, WealthCounsel, National Academy of Elder Law Attorneys, the Roswell Rotary Club, the Tennessee and Georgia Bar Associations, American Legion Post 201 (Alpharetta), the Veterans of Foreign Wars (VFW) Post 120001 (John’s Creek), and the Georgia Vietnam Veterans Association.
He is a Vietnam Veteran, having served at the US Navy Base at Cam Ranh Bay. He has 10 years of active duty in the US Navy and 10 years in the Naval Reserve.
CONTACT Jim by clicking here
Listen to Part 2 by clicking here.
