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

SKU: 1467890 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Mastering ERISA Liens, Subrogation & Settlements 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 Liens, Subrogation & Settlements CLE
90-Minute On-demand Seminar & Complimentary Podcast
Includes Online Access to Complete Course/Reference Material & Complimentary Podcast./span>

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


In recent years, ERISA liens, subrogation, and settlements have become one of the most significant factors for trial attorneys, defense counsel, and government lawyers. Understanding the rapidly developing practice is key to reducing liens in personal injury settlements, maximizing client settlements, 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 personal injury cases, timing an ERISA lien, and techniques on reducing the lien claim. Discussion will also focus on equitable subrogation under ERISA, lien vs. subrogation interest, and winning at claim settlements & resolution. ERISA Liens, Subrogation, & Settlements. 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.


1. Mastering ERISA Liens:

a. The Current State of Health Care Liens

b. Effect of Liens on the Personal Injury Case

c. Avoiding Common Lien Pitfalls

d. Effectively Timing an ERISA Lien

e. Techniques on Reducing the Lien Claim

2. Best Practices on Subrogation:

a. Understanding Equitable Subrogation under ERISA

b. Defining Rights & Obligations of the Client

c. Lien vs. Subrogation Interest

d. Identifying Equitable Defenses

3. Key Issues in ERISA Settlements:

a. Winning at Claim Resolution, Negotiations, & Leverage

b. What You Need to Know about Assignments

c. Key Structuring and Administration Strategies

d. Impact of Choice of Law Considerations

4. Recorded Question & Answer Session with the Experts

Biography of Seminar Faculty:

1. Brett Newman is a respected expert on healthcare liens associated with government 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. 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.

3. Franklin P. Solomon is a leading authority on ERISA claims & lien. He has a nationwide practice focused on evaluation, litigation and resolution of healthcare lien/reimbursement claims. Mr. Solomon represents personal injury victims and their attorneys in defending against claims by health plans and government benefits programs seeking payment out of tort recoveries. Most recently, he was plaintiffs’ counsel in two federal appellate court cases decided this summer: Wurtz v. The Rawlings Company, ___ F.3d ___, (2d Cir. 2014), a class action challenging New York insurers’ reimbursement claims against their insureds, and Taransky v. Sec. U.S. Dept. of Health & Human Svcs., ___ F.3d ___ (3d Cir. 2014), a class action challenging Medicare’s claims for reimbursement out of New Jersey tort recoveries. Prior to opening his own firm, Mr. Solomon’s practice included 20 years of litigating mass tort and individual personal injury claims on behalf of plaintiffs. Mr. Solomon is a highly sought-after speaker on healthcare lien and reimbursement issues.

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 live convenient, on-demand 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

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

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

Pennsylvania Continuing Legal Education Board 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

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

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.

**** 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.


All registered attendees who are unable to dial into the live teleconference will be e-mailed a complimentary downloadable recording & podcast of the full-length seminar.

You will receive toll-free dial-in instructions, online access to course and reference materials, and be registered for CLE credit when you check-out with a credit card or your check is processed.


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