2023 Medicaid Update Part I: Qualification Criteria, Asset Planning, and Lookback Period

Agenda / Content Covered

1. Busting Clients' Lingering Medicaid Myths and Misconceptions
   2:00 - 2:30, Craig Riffel
2. Current Medicaid Eligibility by Level and Type of Care (Including Home Care)
   2:30 - 3:00, James L. Koewler
3. New and Tightened Restrictions on Asset/Income Planning and What Works: Trusts, Annuities, SPIAs, Transfers, Promissory Notes
   3:00 - 3:30, James L. Koewler
4. Current Homestead and Family Caregiver Issues
   3:45 - 4:15, John E. Dunlap
5. Spousal Impoverishment Rules Update
   4:15 - 4:45, John E. Dunlap
6. Valuations in Medicaid Asset Planning
   4:45 - 5:15, Craig Riffel

Accreditation Details:

John E. Dunlap is a sole practitioner with Law Offices of John E. Dunlap in Memphis, where he is board-certified by the Tennessee Continuing Legal Education and Specialization Commission in consumer bankruptcy. Mr. Dunlap’s main areas of practice include bankruptcy, workers' compensation, personal injury, ERISA litigation, and Social Security disability. He is admitted to practice before the Sixth Circuit Court of Appeals and the United States Supreme Court. Mr. Dunlap is a member of the Memphis and American bar associations, as well as the National Association of Consumer Bankruptcy Attorneys. He earned his B.A. degree from the University of Tennessee at Knoxville and his J.D. degree from the University of Memphis.

James L. Koewler is the founder of The Koewler Law Firm, where his main areas of practice include elder law, special needs and Medicaid planning, and veterans disability. He is a member of the Ohio State, American, Cleveland Metropolitan and Akron bar associations. Mr. Koewler is a member of the National Academy of Elder Law Attorneys. He earned his B.S. degree from Purdue University and his J.D. degree from Indiana University.

Craig Riffel is a managing member of the law firm of Riffel Law Firm PLLC. He is an attorney and certified public accountant. Currently, Mr. Riffel is a member of the National Academy of Elder Law Attorneys (NAELA), Oklahoma Bar Association, Garfield County Bar Association, Oklahoma Society of CPAs, National Society of Accountants, Oklahoma Society of Accountants, Enid Chapter of CPAs and Northwest Chapter of CPAs. He is admitted to practice before all Oklahoma courts, Kansas courts, the Federal District courts and U.S. Bankruptcy courts in the Western and Eastern districts of Oklahoma, and the U.S. Tax Court. Mr. Riffel has taught approximately 100 seminars regarding benefit planning. He has been asked to teach Medicaid planning seminars for national companies and several bar associations. Mr. Riffel has taught benefit planning to more than 3,000 attorneys, accountants and other professionals. He earned his B.S. degree from Oklahoma State University and his J.D. degree from the University of Oklahoma.