Learn the latest on Protecting Medicaid, Medicare Liens, Settlements, & Set-Asides with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to 140 pages of course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.
Protecting Medicaid, Medicare Liens, Settlements, & Set-Asides CLE Benefits:
90-Minute On-demand Seminar & Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE
Includes Online Access to 140 pages of Course/Reference Material & Complimentary Podcast.
Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.
Representing clients in obtaining Medicare and Medicaid benefits provides consistent workflow and has increased with millions of retirees and individuals on governments benefits. The costs of elder healthcare, long-term care, and nursing homes have dramatically increased in recent years. Yet, only a small minority of clients has adequate insurance and funding for such costs. For most of the population, Medicaid & Medicare provides the principal funding of care. This has caused an unprecedented need for counsel fluent in asset protection techniques to assist clients seeking government benefits. Attorneys who counsel seniors & their families must be fluent in Medicare set-Asides and techniques to protect asset while qualifying for Medicare & Medicaid. At the same time, practitioners must understand the process of settling with and obtaining liens on payments made by Medicare. Registration includes access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed by the panel of nationally recognized faculty. Agenda: Protecting Assets While Qualifying for Medicare & Medicaid:
1. Effective Asset Planning
2. Determining Ideal Timing
3. Utilizing Special Need & Trusts-based Solutions
4. Planning for Critical Needs
5. Successful Tax Considerations Medicare Set-Asides & Trusts:
1. What You Need to Know about Medicare Benefits
2. Protecting Medicare's Interest
3. Taking Advantage of the Step-by-Step Lien Process
4. Set-Aside Arrangements
5. Supporting Documents for Medicare Arrangements Effectively Seeking & Defending against Medicare Liens and Settlements:
1. Making Sense of Repayment of Funds Paid by Medicare
2. The Role of Medicare Liens & Settlements in Litigation
3. Priority of Medicare Liens
4. Navigating the Medicare System
5. Effectively Settling Medicare Liens Recorded Question & Answer Session Biography of Seminar Faculty:
1. Brett Newman
is a respected expert on Medicare law and liens associated with Medicare benefits. He is known nationally by plaintiff’s attorneys for his proficiency on claims avoidance and reduction. Mr. Newman is the founder and managing partner of The Lien Resolution Group, a firm that specializes in the ever growing nature of lien resolution and associated liability. He also manages Plaintiff Solutions, a company that provides plaintiffs with objective financial advice at the time of settlement. Mr. Newman assists both individual claimants of personal injury lawsuits and mass tort claimants in the protection of their proceeds and government benefits. He is actively involved in training settlement professionals to expand their knowledge beyond the traditional structure broker and attorney relationship.
2. Jason Lazarus
is a founding Principal and Chief Executive Officer of Synergy Settlement Services, which offers healthcare lien resolution, Medicare Secondary Payer compliance services, pooled trust services, settlement asset management services and structured settlements. He is also the managing partner and founder of the Special Needs Law Firm, which provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance. Prior to joining the Synergy team, Mr. Lazarus was the President of a National Settlement Planning firm and spent ten years assisting injury victims as a settlement planner. Mr. Lazarus also practiced as a Medical Malpractice and Workers' Compensation attorney. Mr. Lazarus has been published widely and presented on the topic of settlement planning and Workers’ Compensation. Mr. Lazarus is a Medicare Set Aside Consultant certified by the International Commission on Health Care Certification. He also earned his certification and the designation of Certified Structured Settlement Consultant (CSSC) from the University of Notre Dame in conjunction with the National Structured Settlement Trade Association.
3. Dave Place
is the Vice President, Director of Lien Resolution Services for Synergy Settlement Services, a group of companies offering healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services and structured settlements. Prior to joining Synergy, Mr. Place spent fourteen years representing large private group health insurance plans, self-funded ERISA groups, Medicare Advantage plans, state Medicaid plans, Stop-Loss plans and disability plans in their subrogation/recovery programs. He asserted subrogation/reimbursement rights for those groups in all fifty states. Mr. Place now exclusively assists personal injury victims and plaintiff counsel with complex lien resolution problems using his vast knowledge of the other side’s techniques. Who should attend this seminar?
Attorneys, judges, paralegals, and legal professionals.
You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed.
CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.
Attend this convenient, on-demand seminar & podcast for CLE & MCLE credit with the following pending & approved jurisdictions:
Alabama State Bar MCLE Commission for 1.5 MCLE credits
Alaska Bar Association for 1.5 CLE Credits *
Arizona State Bar for 1.5 CLE credits**
State Bar of California for 1.5 MCLE credits
Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits
Connecticut (CLE credits are not required, but are encouraged)**
District of Columbia (CLE credits are not required)***
Florida Bar for 2.0 CLE credits
Georgia Bar for 1.5 CLE credits
Hawaii State Board of CLE for 1.5 VCLE credit
Idaho State Bar for 1.5 CLE credits
Indiana Commission for Continuing Legal Education for 1.5 CLE Credits
Illinois - Supreme Court of Illinois for 1.5 MCLE Credits
Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits
Maryland (CLE credits are not required)***
Massachusetts (CLE credits are not required)**
Michigan (CLE credits are not required)***
Minnesota State Board of Continuing Legal Education for 1.5 CLE credits
Mississippi Commission on Continuing Legal Education for 1.5 CLE credits
Missouri Bar for 1.8 MCLE Credits
Nebraska Mandatory Continuing Legal Education for 1.5 CLE credits
Nevada Board of Continuing Legal Education for 1.5 CLE credits
New Hampshire for 1.5 CLE credits ****
New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)
New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits
New York State Bar for 1.5 CLE credits (1.5 Ethics Credits)
North Carolina State Bar Continuing Legal Education for 1.5 CLE credits
Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits
Oregon State Bar for 1.5 CLE credits
Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)
South Carolina - Supreme Court of South Carolina for 1.5 MCLE Credits
South Dakota (CLE credits are not required)***
Texas State Bar for 1.5 CLE credits
Utah State Board of Continuing Legal Education for 1.5 MCLE credits
Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits
Virginia State Bar for 1.5 MCLE credits
Washington State Board of Continuing Legal Education for 1.5 MCLE credits
Wisconsin Board of Bar Examiners for 1.5 CLE credits
Additional States - call customer service at (888) 626-3462
* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.
** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.
**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.
For additional questions, please call 888-626-3462. REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.
You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.