2023 Medicaid Update Part II: Application, Hearing, Appeals, Post-Eligibility Issues

Agenda / Content Covered

1. Client Capacity, POAs, Conservatorships, and Medicaid Eligibility
   2:00 - 2:30, Terry L. Garrett
2. Medicaid Planning Issues for Single Applicants
   2:30 - 3:00, Charles I. Consagra
3. Medicaid Liens and Estate Recovery: What's New?
   3:00 - 3:30, Craig Riffel
4. Medicaid Fair Hearing Procedures and Best Practices
   3:45 - 4:15, Craig Riffel
5. Post-Eligibility Challenges and Patient Rights Issues
   4:15 - 4:45, Charles I. Consagra
6. Application Changes: Expanded Presumptive Eligibility, Self-Attestation, Redetermination, Post-Enrollment Verification, and More
   4:45 - 5:15, Charles I. Consagra

Accreditation Details:

Charles I. Consagra is of counsel with Needle Law Firm, where he concentrates in the field of administrative law, with primary specialty in the areas of workers' compensation, Social Security, and unemployment compensation. Since 1978, Mr. Consagra has been a part-time faculty member at Keystone College as an instructor in the areas of education, behavioral sciences, criminal justice, and business law. He is an instructor in business for graduate students through Marywood University. Mr. Consagra earned his B.A. degree, magna cum laude, from the University of Scranton; and his J.D. degree from Seton Hall University School of Law. He earned his Master of Arts degree in counseling psychology and his Master of Science degree in Ed from Marywood University. Mr. Consagra also holds a M.Div degree and Ph.D. degree (all but dissertations).

Terry L. Garrett works in elder, estate, and special needs planning; guardianship; and probate at The Garrett Law Firm, PLLC in Austin, Texas. Ms. Garrett is a certified elder law sttorney. She graduated, with honors, from Cornell University; was on the Dean's List at Wharton; earned the Parker Award and a Mellon Fellowship at Columbia University School of Law; and did post-graduate work at Harvard. Ms. Garrett serves on the Board of the Texas chapter of the National Academy of Elder Law Attorneys and the Education Committee of the National Guardianship Association. She presents for the Alzheimer's Association, has taught for the National Alliance on Mental Illness, and is a member of the Estate Planning Council of Central Texas.

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 the national companies and several bar associations. He has taught benefit planning to more than 3,000 attorneys, accountants, and other professionals. Mr. Riffel earned his B.S. degree from Oklahoma State University and his J.D. degree from the University of Oklahoma.