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Vulnerable or Disabled Veterans: A Primer of the VA Fiduciary Program

Level: Intermediate
Runtime: 93 minutes
Recorded Date: June 09, 2022
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  • Recognize the purpose and scope of the VA Fiduciary Program
  • Understand the processes behind the VA Fiduciary Program:
  • Beneficiaries
  • Fiduciaries
  • Discover the Fiduciary Program Oversight Activities
  • Identify the limitations of the VA Fiduciary Programs
  • Differentiate between a VA-appointed Fiduciary and Guardianships or Conservatorships
Runtime: 1 hour, 33 minutes
Recorded: June 7, 2022

For NY - Difficulty Level: For experienced attorneys only (non-transitional)


Any planner that assists veterans, and specifically those attorneys in estate, elder, and guardianship/ conservatorship, should be familiar with how the VA Fiduciaries get involved, what the VA Fiduciary role is, and how the VA Fiduciary works alongside a state court-appointed guardian or conservator.

Specifically, this course will provide an overview of the VA Fiduciary Program including: How/When VA Fiduciaries Get Involved; Evidence of Incompetency/Proposals/Due Process/Rating Decisions; Brady Bill Implications and Exemptions Requests; Criteria for Serving as a VA-Appointed Fiduciary; Initial Appointment Process; and Other Considerations.

This program was recorded on June 7th, 2022.

Provided By

American Bar Association
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Karen Campbell

Executive Director/Attorney
Office of Public Guardian, Inc.

Karen is the Executive Director of the North Florida Office of Public Guardian, Inc.
She also opened a private practice to focus on family, elder law and basic property law. Karen's entire professional career has been devoted to advocating for the rights of people with limited financial resources, older people and/or people with disabilities.

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Edward Wayne Martin III

Fiduciary Hub Manager
Department of Veterans Affairs

E. Wayne Martin, III is originally from North Augusta, SC and earned a Bachelor of Arts in Communications from the University of South Carolina Aiken in 2001. He began his VA tenure at the Regional Office in Columbia, SC as a Veterans Service Representative in the spring of 2002. After gaining valuable experience with both the Pre-Determination and Post Determination sections, Mr. Martin was selected as a Rating Veterans Service Representative in July 2004 where he served as one of the station’s Training and Performance Support Systems (TPSS) facilitator and as a Subject Matter Expert for various Centralized Training sessions.
After almost three years of serving as a member of the Rating Board, he was promoted to Supervisory Veterans Service Representative, providing first-line supervision for claims development and rating activity teams. In September 2009, Mr. Martin was promoted to Assistant Veterans Service Center Manager at the Columbia VA Regional Office providing second-line supervision to the station’s development, rating, training, and adjudication sections. In November 2018, he transferred to the Columbia Fiduciary Hub as an Assistant Division Chief, and he was selected as Fiduciary Hub Manager in March 2021.

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