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Mastering Medicare Liens, Settlements, & Set-aside Trusts CLE..24/7 On-demand Recording & Complimentary Podcast

SKU: 347802 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Mastering Medicare Liens, Settlements, & Set-aside Trusts CLE 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 Medicare, Settlements, & Set Aside Trusts 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.


Recent statutory changes and opinions have required that both plaintiff’s and defense counsel must consider Medicare requirements when settling personal injury claims under certain circumstances. This entails the application of the Medicare Secondary Payer (MSP) Statute and related legislation. The required compliance measures have drawn significant inquiry as to effectively reach the combined goal of MSP compliance at the time of settlement, judgment or award. Developments in this area have increased the use and benefits of structured settlements. It it critical to understand the subtitles in this practice given growing penalties, the potential for liability, and the need to protect Medicare's interests. Our nationally recognized speakers will also cover the most up-to date developments on Medicare access, the effect of future medical expenses on Medicare, steps to effectuate liens on benefits, as well as techniques to better ensure compliance. Registration includes course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in this convenient, 24/7 on-demand seminar & podcast.


1. Effectively Adhering to the New Medicare Reporting Requirements:

a. Understanding the Medicare Reimbursement Process

b. Attorney & Insurer Responsibilities

c. Recent Cases Governing Compliance & Reimbursement

d. Best Practices relating to Settlement Discussions

2. Medicare Claims and Medicare Set-Asides:

a. Mastering Medicare Benefits

b. Protecting Medicare's Interest

c. Taking Advantage of the Step-by-Step Lien Process

d. Set-Aside Arrangements

e. Supporting Documents for Medicare Arrangements

3. Medicare as Secondary Payer Act Liability:

a. Minimizing Non-Compliance Penalties

b. Liability Issues for Plaintiff’s Counsel

c. Liability Issues for Defendant’s Counsel

4. 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. Robert Rodriguez practices at Wilson Turner Kosmo, where he focuses on civil litigation, consumer warranty litigation, and products liability. He serves as the Chair of the ABA Tort Trial & Insurance Practice Section of the Automobile Law Committee. Mr. Rodriguez has spoken on Medicare, the Medicare Secondary Payer Statute, and on ensuring compliance with changes to the Medicare reporting requirements. He also serves as an editor of several national litigation publications.

Who should attend this seminar?
Attorneys, 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, 24/7 on-demand seminar 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 CLE credit

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education 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)**

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Nevada Board of Continuing Legal Education 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

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Oregon State Bar for 1.5 CLE 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

Utah State Board of Continuing Legal Education for 1.5 MCLE 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

Wyoming State Bar 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. 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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