Jump to content
  • Donation Box

    Please donate to support the community.
    We appreciate all donations!
  • Advertisemnt

  • 14 Questions about VA Disability Compensation Benefits Claims


    When a Veteran starts considering whether or not to file a VA Disability Claim, there are a lot of questions that he or she tends to ask. Over the last 10 years, the following are the 14 most common basic questions I am asked about ...
    Continue Reading
  • Ads

  • Most Common VA Disabilities Claimed for Compensation:   


  • Advertisemnt

  • Advertisemnt

  • Ads

  • Can a 100 percent Disabled Veteran Work and Earn an Income?

    employment 2.jpeg

    You’ve just been rated 100% disabled by the Veterans Affairs. After the excitement of finally having the rating you deserve wears off, you start asking questions. One of the first questions that you might ask is this: It’s a legitimate question – rare is the Veteran that finds themselves sitting on the couch eating bon-bons … Continue reading

Sponsored Ads

  •  ad-free-subscription-002.jpeg     fund-the-site.jpg

  • Searches Community Forums, Blog and more


Inheritance When You Are On A Va Disability Pension

Recommended Posts

I am a 60 year old veteran on a 90% VA disability pension and 10% SC and my father is in late stage Alzheimer.

When he passes how will any money or money from the sale of his property affect my disability pension

When he passes i as the his executor will have to sell his houses and property and divide the money 5 ways.

Plus i will have to find a place to live as i am care taking one of his homes and watching the other property right now.

I plan to buy a motor home to live in as i can not take cold weather or hot weather any more. and plan to fallow the weather.

I don't want to rent a place to live as i have had many problems with landlords and don't want to deal with them anymore. living in a motor home if i don't like where i am living its simple to move just load up and drive away.

Plus i have a number of friends that will give me a place to park in exchange for watching there property as a caretaker.

As far as i can tell my part of the inheritance will be about $20.000 to $30.000 due the the housing market.

Will this stop my pension till i use up the inheritance or how does that work i never have got a stright story on it.

I also plan to take some collage courses in gunsmithing and the motor home will allow me to travel to that part of the state to the collage.

Share this post

Link to post
Share on other sites


You are really asking a couple of complicated questions.

In general, as I understand it, unless there is a specific exemption under the VA pension rules, the bequest can cause the VA to reduce your pension or eliminate it for the time it would take to equal the amount of the bequest. I'd also assume that there will be a significant amount of time involved in getting it reinstated.

Next, the unstated question was can this be avoided. I believe the answer might be yes. I can think of certain circumstances that might be useful, if they can be arranged some time before a bequest becomes effective.

If you look at the income statement you are required to send in to the VA, and the instructions, You will notice that some funds can be deducted from the income amount used to calculate or validate a pension.

It might be possible to setup something related to the bequest that would allow it to be offset.

Since the whole thing is intertwined with legalities, A visit to a lawyer that understands VA law is likely going to be required.

Not having gotten personally involved in the pension side of things, I really don't have any specific information/experience to give.

Share this post

Link to post
Share on other sites

I checked around the web sites and came across this interesting article. Here's an extract from part of the article, and also added the link to the whole article. Hope this helps!

Why Is a Special Needs Trust Important? If you receive an outright inheritance from a friend or family member the inheritance could put you over the $80,000 asset limit. It is not necessary for your family to disinherit you, however, in order to protect your Pension benefits. If your family members provide for a special needs trust in their estate plan, your eligibility for Pension benefits will be protected.The trust would not be included with your other assets to determine if you are below the $80,000 asset limit but the trust will be there to supplement your needs.

Here's the link

The Voice - November 2007 - Vol. 1, Issue 4


Share this post

Link to post
Share on other sites

You should check w/an atty just to confirm. I don't know you but I'd hate to see you lose out thru some erroneous info gotten here. jmo


What i would inherit would not put me anywhere near $80,000 so i guess i would not be in to bad a shape.

And the home would be motor home and my truck for a car. So i would be alright there.

Share this post

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Ads

  • Ad

  • Latest News
  • Our picks

    • I filed for my mitral valve regurgitation heart disease secondary to a service-connected condition on 7-30-18. It was granted on 8-30-18. Since I filed for this heart valve issue and was awarded, can I still file for hypertension ? I have been seeing comments that you should file for hypertension first and file for heart disease as a secondary. Can I file for hypertension as a secondary to my heart disease ? I am alittle confused on this matter.

    • How to Change the Theme - Look and Colors
      How to Change the Theme - Look and Colors
      • 5 replies
    • For Calculating Retro

      VA Disability Compensation Rates 2012 | 2011 | 2010-2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999

      Prior to 1999 check here https://www.hadit.com/va-disability-compensation-rates-historic-for-retro-calculation/
      • 0 replies
    • I am a 100% disabled veteran, At first I was super excited to find out I am getting retro pay for back benefits to 2006. But that was over 2 months ago. I been waiting and waiting and calling to ask them wheres my back pay. They first told me "one month" than I call again. The guy started reading a script of basically "we are malingering on paying you" type crap. I was wondering if there is any number I can call besides that 800-827-1000 number to inquire about my status. I don't know why its taken so long when there is specific information telling them from the judge that VA owes. 

      There was a remanded to see if I was eligible for IU (I get it now since 2014 im actually 90% with 10 of that been IU). I been on SS since 2004. Can Someone help me out? Thank you
      • 6 replies
    • You might have a 38 CFR 3.156 situation-

      meaning the VA might have considered your claim in 95/96 as "not well grounded" and failed to even get your STRs.Or they did get your STRs but never considered the specific entry you cited here.

      Lots of discussion under a search, of 38 CFR. 3.156 (a)(b) (c) ---here is a winner:



        • Thanks

Important Information

{terms] and Guidelines