Blog Layout

Serving Veterans in Your Law Practice

Thomas Manzi • Nov 10, 2022

Key Requirements and What You Need to Know

Army Vetran with the Flag

 In your law practice you represent various people from all walks of life, with colorful and interesting backgrounds, including veterans of the United States of America. Knowing how to identify veterans amongst your clients and knowing what benefits are available to assist them can leave a lasting impact on your clients.


Key Veteran Requirements

As we will discuss, every program or law that benefits Veterans have various requirements that the veteran must meet in order to qualify.
 
These requirements almost always include criteria that is narrower than the requirements listed in section 3.1(d) of the Title 38 of the Code of Federal Regulations which defines a veteran as “a person who served in the active military, naval or air service and who was discharged or released under conditions other than dishonorable.”
 
This simple definition is essentially broken down into two requirements, active service, and the nature of termination of that service. In regard to Active Service, you can ask how much time is needed, one day? One hundred days? For those who served full time, just one day of service qualifies. For those in the Reserves or National Guard they must serve 180 days of active duty, not including training.


The second requirement refers to termination of service under “conditions other than dishonorable,” but what are the other conditions?


Essentially there are five types of discharge:
Honorable
General (Under Honorable Conditions)
Other than Honorable
Bad Conduct Discharge
Dishonorable Discharge

For purposes of Title 38 only those who received a Dishonorable Discharge are not included in the definition of veteran. 

However almost every program or benefit that deals with veterans requires a veteran to have either an Honorable or General (Under Honorable Conditions) discharge.

When Applying for Benefits
When applying for benefits a Veteran has to produce their DD-214, which is a one-page document given to them upon discharge which summarizes their service history including the service members identifying information, dates of their service, awards and metals, combat service if applicable and nature of discharge.
 
In New York State, a Veteran, as defined for purposes of Civil Service Preferences under Section 85 of the Civil Service Law has the following requirements:


a)      were members of the Armed Forces of the United States.

b)     served on active duty for other than training purposes in time of war*.

c)      were discharged honorably or released under honorable circumstances.

d)     are residents of New York state; and

e)     have documented their eligibility by submitting Form DD214 (NAVPERS-553 / NAVMC-78 PD / WDAG) - 53, 98_ and for service in Lebanon, Grenada, or Panama, the award of an appropriate expeditionary medal.


*Mexican Border period (May 9, 1916, to April 5, 1917, for Veterans who served in Mexico, on its borders, or in adjacent waters); World War 1 (April 6, 1917 to November 11, 1918); World War II (December 7, 1941, to December 31, 1946); Korean conflict (June 27, 1950, to January 31, 1955); Vietnam War era (November 1, 1955, to May 7, 1975, for Veterans who served in the Republic of Vietnam during that period. August 5, 1964, to May 7, 1975, for Veterans who served outside the Republic of Vietnam.); Gulf War (August 2, 1990, through a future date to be set by law or presidential proclamation).

             

Here, we see not only the discharge type being narrowed but also the common requirement of service “in a time of war.” While some programs do require “combat service” it’s important to understand that “in a time of war” simply refers to the time period of active service and does not require the servicemember to have actually served overseas or in a combat zone and have merely been on active duty during one of those defined periods. Every person who served anywhere in any branch during one of the defined periods qualifies as having served in a time of war.


Some benefits, especially most of those related to medical care, do give extra benefits for service members who served in a combat zone. Combat Zones are geographic zones defined by the IRS which provide contemporaneous tax breaks to those serving in those zones but also can provide additional benefits to veterans years later.


Local to Long Island
On Long Island, local municipalities provide property tax reductions to veterans, but the amount of the reduction increases if a veteran has war time service, combat service, and/or a service-connected disability. In a town that adopts the Alternative Veterans Property Tax Exemption the property tax reductions are 15% for veterans who served on active duty, 25% for those who served in a combat zone and additional amounts for those with a service-connected disability rating.


 

The last major requirement that is applied to veterans’ programs refers to a veteran “service-connected disability” which are given to service members who have a disability for a disease or injury that was incurred or aggravated by service in the armed forces. Service connection ratings can range from 0 to 100% based on how much the injury impacts the service member.


Veterans as Clients

When Speaking with Veterans you will get varying levels of responsiveness and openness depending on the veteran. Some veterans have no issue talking about their service while others, for various reasons, are more reserved. In order to elicit a response and engage in a conversation it is important to understand what kinds of questions are expected and what questions might be too personal or uncomfortable for a veteran to respond to.


As status as a veteran impacts several areas of my firm’s practice, I include a request for the client or spouses DD-214 in my intake packets. When speaking with any veteran it is important to know some of the key nomenclature and basics of how the services work. Some basic questions you can ask a veteran are how long they served and where they served. All service members are assigned to a unit and a home duty station at the outset of their career and for all service members this changes every few years.
 
A veteran who served in the army for 20 years may have been stationed in six or seven different places including one of the United States’ numerous bases overseas. Despite Alfred M. Gray’s assertion that “Every Marine is, first and foremost, a rifleman. All other conditions are secondary.” Every service member has a primary job identified by their Military Occupation Specialty code (Army/Marine Corp); Air Force Specialty Code (Air Force) or Navy Enlisted Classification (NEC). IN addition to assigned duty stations, service members can be Deployed either to combat zones or to forward positions to conduct combat or support operations.


After identifying veterans in your practice, it is important to know how that applies to your area of the law or how you can direct your client to other professionals who can provide them with benefits. In addition to the Alternative Veterans Property Tax Exemption discussed above, there are a host of state and federal benefits offered to veterans.


Thanks to the criminal and veterans bar associations throughout the state almost every county now has a Veterans Treatment court which can help veterans in legal trouble get treatment for their underlying issues.

*** 
 

Both the federal and state governments provide education benefits to veterans and sometimes to their families, including New York State Veterans Tuition Awards; New York State Recruitment Incentive and Retention Program; Post 9-11 GI bill and Gold Star Program. New York veterans with employment issues can reach out to the New York State Career Centers which have Disabled Veterans' Outreach Program Specialists (DVOPS) and Local Veterans' Employment Representative (LVERS) who are dedicated staff members to specifically help Veterans and their Spouses.


Under New York State Law veterans receive additional credits for all competitive civil service examinations including police. For veterans in the civilian work force USERRA and a host of other laws provide special status and protections for veterans who face job loss or discrimination in the workplace.   


***


If you need assistance with your estate planning matters, we are here to help. 
Please contact Thomas J. Manzi, P.C. at (631) 270-6500 for a free consultation.


By Thomas Manzi 25 Apr, 2024
The Importance of a Health Care Proxy
By Thomas Manzi 25 Apr, 2024
Why You Need a Will Today
By Thomas Manzi 05 Apr, 2024
What You Need to Know
By Thomas Manzi 05 Apr, 2024
Ensuring the Well-being of Your Loved Ones
By Thomas Manzi 23 Feb, 2024
A Comprehensive Overview
By Thomas Manzi 30 Jan, 2024
The Importance of Estate Planning for Families in 2024
By Thomas Manzi 13 Dec, 2023
Adding a Charity as a Beneficiary in Your Estate Planning
By Thomas Manzi 13 Dec, 2023
The Importance of Prenups and Estate Planning for Newly Engaged Couples
By Thomas Manzi 08 Nov, 2023
When it comes to managing the affairs of those who lack capacity there is a significant difference between being appointed as a guardian or by being appointed as an agent by Power of Attorney (POA). While both legal mechanisms serve to protect and advocate for individuals without capacity, they have distinct benefits, limitations, and implications. In this blog post, we'll compare and contrast guardianship and POA, emphasizing the importance of informed decision-making to ensure the best interests of your loved ones while respecting their rights. Guardianship: A Costly and Intrusive Solution Guardianship is a legal process in which a court appoints a guardian to make decisions on behalf of an individual who has lost the capacity to make choices for themselves and as a result is likely to suffer harm. While guardianship can be a necessary safeguard in certain situations, it comes with significant downsides. 1. Expensive and Time-Consuming: The guardianship process is often lengthy and costly. Legal fees, court costs, and ongoing oversight can accumulate quickly, resulting in a significant financial burden on families. 2. Loss of Autonomy: Under guardianship, the individual with a disability may lose some or all of their decision-making authority, leading to a loss of autonomy and independence. This can be emotionally distressing for both the individual and their family. 3. Oversight and Reporting: Guardians are subject to court oversight and must report regularly on their decisions, potentially leading to additional legal fees and time commitments. Power of Attorney: A Proactive and Empowering Choice In contrast, a Power of Attorney is a proactive, less restrictive, and more cost-effective option. However in order to execute a Durable Power of Attorney you must have the legal capacity to do so. 1. Preserving Autonomy: A POA allows individuals to designate a trusted agent to act on their behalf should they become incapacitated. This choice respects the individual's autonomy and preferences. 2. Lower Costs: Creating a Power of Attorney is typically less expensive than pursuing guardianship. It involves fewer legal fees and court proceedings. 3. Faster Implementation: A Power of Attorney can be established quickly, offering a more immediate solution to manage the individual's affairs when necessary. Legal Rights and Responsibilities In both guardianship and Power of Attorney scenarios, it's vital to understand the legal rights and responsibilities of the involved parties. 1. Guardians: Guardians are legally obligated to act in the best interests of the individual with a disability and to follow the court's orders. Their actions are subject to court review and approval. 2. Agents under Power of Attorney: Agents, or attorneys-in-fact, have a fiduciary duty to act in the best interests of the individual granting the power. Their actions are subject to review, but this process is generally less intrusive and less costly than guardianship oversight. Conclusion When it comes to making decisions for loved ones with disabilities, the choice between guardianship and Power of Attorney is significant. Guardianship, while sometimes necessary, can be costly, intrusive, and limit the autonomy of the individual. In contrast, a Power of Attorney empowers individuals to choose someone they trust to make decisions on their behalf, preserving their autonomy and reducing costs. At the Thomas J. Manzi Law Firm, we understand the importance of making informed decisions in the best interest of your loved ones with disabilities while respecting their rights. We can provide expert guidance in establishing a Power of Attorney or navigating the complexities of guardianship when needed.  To learn more about your options and make the right choice for your family, contact us today. Your loved one's future deserves the utmost care and consideration.
By Thomas Manzi 08 Nov, 2023
As Veterans Day approaches, it's essential to recognize and honor the brave men and women who have dedicated their lives to serving our country. While we can never truly repay the debt of gratitude we owe to our veterans, we can provide them with vital support and compensation for their sacrifices. In this blog post we are proud to shed light on the various forms of compensation available to veterans in order to help ensure they receive the benefits they deserve. 1. Disability Compensation One of the most common types of compensation available to veterans is disability compensation. This benefit is provided to veterans who have incurred disabilities as a result of their service or have aggravated pre-existing conditions due to military service. Disabilities can range from physical injuries to mental health conditions such as post-traumatic stress disorder (PTSD). The compensation amount is determined by the severity of the disability and how it affects the veteran's ability to work and live a fulfilling life. 2. Non-Service Connection Pension Non-Service Connection Pension is a financial support program offered to veterans. This pension is intended for veterans who have limited income and assets and require assistance due to their financial circumstances. To be eligible, veterans must meet specific income and asset criteria. The pension helps veterans who are unable to work or have limited income to maintain a reasonable standard of living. 3. Dependency & Indemnity Compensation (DIC) Dependency & Indemnity Compensation, or DIC, provides financial support to surviving spouses and dependents of veterans who passed away due to service-related disabilities or injuries. This compensation aims to help the families of deceased veterans by providing a monthly payment to help cover living expenses and reduce financial burdens during difficult times. 4. Special Monthly Compensation (SMC) Special Monthly Compensation (SMC) is a unique form of compensation that provides additional financial assistance to veterans with severe disabilities or conditions that require specialized care and attention. SMC takes into account the level of disability, the need for regular aid and attendance, or the loss of specific organs or limbs. The compensation can be significantly higher than regular disability compensation to address the higher costs associated with severe disabilities. Applying for Compensation Applying for these compensation benefits can be a complex process, but the Thomas J. Manzi Law Firm is here to help. We have a dedicated team of legal professionals experienced in veterans' law who can guide you through the claims process. To initiate the application, visit the New York State Division of Veterans' Services website at https://veterans.ny.gov/claims-assistance. Upon your first appointment with our law firm, our team will help you determine your eligibility and gather the necessary documentation to support your claim. To learn more about how our firm serves veterans in our law practice check out our previous blog here . If you or a loved one is a veteran in need of assistance, please do not hesitate to reach out to our team. We are here to support you in your journey towards securing the compensation and benefits that recognize your service and sacrifice. Together, let's honor and support our veterans this Veterans Day and every day.  Please share this blog with anyone you feel may benefit from this information.
More Posts
Share by: