VVA Chapter 1069 Meeting Report for: September, 9-11-2013
[posted on: 11-26-2013]
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In Attendance: 25 members and 5 guests.
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Much of the meeting was taken up with a presentation by Ray Kerlick on the subject of "Estate Planning". Ray
is a partner of "Wadler, Perches, Hundl & Kerlick", Attorneys at Law - located in Wharton. Ray brought his
laptop and projector for presenting various slides, and also provided a handout for everyone. The presentation
was very informative and some interesting questions were asked by the members. The presentation covered such
topics as Basic Estate Planning, Wills, Probate & Non-Probate, Trusts, Medicaid requirements. Ray also
mentioned something that many members were not aware of - he said that the VA has a very similar program to
Medicaid which of course is available to Veterans. Unfortunately, he admitted that he did not know that much
about it, but that one of the Lawfirm's partners did. There was so much interest in this VA Medicaid-like
program by our members, that Ray said he would come back to our next meeting and bring more information about
the program. Thanks much to Leonard for inviting Ray to attend the meeting and give his presentation - it was
very informative.
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