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Mastering ERISA Subrogation, Medicare Liens, Settlements, & Set-asides CLE -- 24/7 On-demand Recording & Complimentary Podcast

SKU: 243076 $179.00 $169.00 Rossdale Savings:: $10.00

Learn the latest on Mastering ERISA Subrogation, Medicare Liens, Settlements, & Set-asides with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete 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.

Mastering ERISA Subrogation, Medicare Liens, Settlements, & Set-asides CLE

90-Minute On-demand Seminar & Complimentary Podcast
Includes Online Access to complete Course/Reference Material & Complimentary Podcast.

Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.


In recent years, ERISA & Medicare liens, settlements & set-asides have become a quickly growing practice area. Understanding the rapidly developing area is key to reducing liens in settlements, maximizing client recoveries, and protecting assets. The Rossdale faculty for this seminar features three nationally distinguished authorities who will share the latest practices on the effect of liens on cases, timing a Medicare lien, ERISA subrogation, handling set-asides, and techniques on reducing the lien claim. Discussion will also focus on equitable subrogation under Medicare, lien vs. subrogation interest, and winning at claim settlements & resolution. Registration includes access to written course and reference materials that serve as a helpful guide to the best practices and techniques discussed by the faculty.


Mastering Medicare & ERISA Liens, Settlements, & Set-Asides:

a. Developments in Liens, Settlements & Set-asides

b. Effects of Liens & Set-asides on the Personal Injury Case

c. Avoiding Common Lien Pitfalls

d. Effectively Timing Medicare & ERISA Liens

e. Techniques on Reducing the Lien Claim

f. Priority of Medicare & ERISA Liens

g. Understanding Equitable Subrogation under Medicare & Handling Set-asides

h. Defining Rights & Obligations of the Client

i. Lien vs. Subrogation Interest

j. Identifying Assignments & Equitable Defenses

k. Winning at Claim Resolution, Negotiations, & Leverage

Recorded Question & Answer Session with the Experts

Biography of Seminar Faculty:

1. Dave Place is the Founding Member of The Place Firm, where he focuses on healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services and structured settlements. Mr. Place previously 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.

2. Michael Goodman is the Managing Partner of NFP Structured Settlements. One of only 600 Certified Structured Settlement Practitioners in the country, Mr. Goodman has been active in the structure industry since 1991 and has produced over $1.5 Billion in structured settlement annuities in that time. He has been involved in more cases than any other certified expert in the country. In addition to managing NFP Structured Settlements, he consults with plaintiff's counsel and clients nationally to present structured settlement options and coordinating efforts to ensure that plaintiffs continue to receive all public benefits available. He was selected by a group of international lawyers to work with the victims and then confirmed by the State Department and Department of Justice. He is a Past President of the National Structured Settlement Trade Association, where he spearheaded updating and strengthening the Structured Settlement Protection Act’s laws in multiple states, providing more protection for structured settlement recipients. He also manages NDC Advisors, which has become one of the largest trust administration companies in the US. He earned a JD from the University of Florida College of Law and graduated from Williams College.

3. Shannon A. Laymon-Pecoraro is a Shareholder at Hook Law Center, P.C. and certified as an Elder Law Attorney by the National Elder Law Foundation. She focuses her practice in the areas of elder law, estate and trust administration, special needs planning, long-term care planning, estate planning, asset protection planning, guardianship and conservatorship, and personal injury settlement consulting. Ms. Laymon-Pecoraro is a member of the Special Needs Alliance, a nonprofit organization of attorneys committed to helping individuals, and their families, with special needs. She has written and spoken on elder law, and is a Contributing Author of the Special Needs Trust Handbook published by Wolters Kluwer.

CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

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**

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

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 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Iowa Commission on Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE 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

Montana Commission of CLE 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 York State Bar for 1.5 CLE 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

Oklahoma Bar Association for 1.5 CLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar 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.


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.

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