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Estate Planning Considerations for Veterans

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Date Published

November 11, 2020


Mecklenburg County Bar


Estate Planning & Probate, General, Veterans & Military


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The purpose of this CLE is to discuss simple estate planning considerations for veterans. This CLE should provide you with the knowledge of how to assist Military Veterans with simple estate planning while considering their unique needs.

This CLE will cover:

1. What constitutes Veteran Status – We will delve further into this question by addressing the points listed below in the outline.

  • Who is considered a Veteran?
  • Common misconceptions about who is a veteran and who is not.
  • Why veteran status is important in this CLE.
  • 2. Veterans Benefits that should be considered when planning a simple estate – We will delve into the area of Veterans benefits specifically important to estate planning.
  • What are the most common types of Veterans Benefits?
  • Requirements for entitlement to these benefits.
  • Reasons why veterans need wills and other estate planning measures.
  • 3. An overview of a simple will - We will define the simple will and discuss the statutory authority behind the simple will.
  • What is a simple will?
  • Statutory Authority.
  • 4. How to incorporate many common veterans needs within a simple will or other estate planning documents – We will merge wills and the Veteran’s needs together to prepare a simple estate.
  • Common provisions specific to veterans that should be included within a will.
  • Durable POA’s and Healthcare POA’s .
  • Determining competency.
  • Expand summary
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    Shelia Brown

    Shelia Brown, is a North Carolina Licensed Attorney and a member of the Mecklenburg County Bar. She is a solo practitioner... Read More

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    Program Titles and Supporting Materials

    This program contains the following components:

    Video Presentation
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    If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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    How to Attend

    Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

    Technical Requirements
    You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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