Veterans Advocates
Group of America

2020 Veterans Benefits Conference
See the World of VA
Orlando, FL
Annuity and Tax Issues Affecting VA and Medicaid/Medi-Cal

Wednesday, March 4, 2020

3:45 pm to 5:00 pm

(1.25 hours – 75 minutes)
During this session, the presenter’s goal is to convey to the attendees that the use of a Medicaid
compliant annuity in VA planning, while not totally gone, has been limited dramatically post
October 17, 2018.  The speaker will discuss how the purchase of annuities is  affected by these
changes in regulations and will discuss several ways to possibly structure annuities in such a
way that will help a clamant through the three-year look-back period.  Tax issues related to
Medicaid and to retirement accounts will also be discussed.
Don Quante
Financial Advsor
Program Summary