Learn the latest on Medicare and Medicaid in Personal Injury Claims CLE with this convenient, 24/7 On-demand Seminar and Complimentary Podcast. Register to obtain CLE and MCLE credit, online access to complete course and 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.

Benefits:

Over $50 billion is estimated to be owed today involving ERISA, Medicare, and Medicaid liens. Protecting assets from Medicare and Medicaid liens, set-asides, and settlements has become a highly lucrative practice. Understanding this rapidly developing area is key to protecting assets from liens in settlements, avoiding attorney liability, winning at claims resolution, maximizing client settlements, and safe-guarding set-asides. The Rossdale faculty for this seminar features three nationally distinguished authorities, who will share the latest solutions involving the effect of liens, timing Medicare and Medicaid set-asides, managing settlements, conditional payments, reducing lien claims, and protecting assets. Discussion will also focus on equitable subrogation under Medicare, lien vs. subrogation interest, and winning at claim settlements and 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.

Agenda:

Medicare and Medicaid in Personal Injury Claims CLE:

a. The Current State of Protecting Assets from ERISA, Medicare, & Medicaid Liens

b. Avoiding Attorney Liability

c. Effectively Timing a Medicare & Medicaid Settlement

d. Techniques on Reducing the Lien Claim

e. Priority of Medicare & Medicaid Liens

f. Understanding Equitable Subrogation under Medicare

g. Defining Rights & Obligations of the Client

h. Lien vs. Subrogation Interest

i. Protecting Future Medicare Eligibility

j. Identifying Assignments & Equitable Defenses

k. Avoiding Common Set-aside Pitfalls

l. Winning at Claim Resolution, Negotiations, & Leverage

Recorded Question and Answer Session

Biography of Seminar Faculty:

1. John Cattie is a Founding Partner at Cattie and Gonzalez, PLLC, where he focuses on Medicare Set-asides and Medicare conditional payments. He has reviewed or overseen over 12,000 cases for Medicare Set-aside purposes, saving clients over $30 million in MSA exposure. Mr. Cattie has been cited in federal and state court opinions. He is a nationally recognized expert on minimizing clients' future medical exposure under the MSP Act. Mr. Cattie previously served as an MSA subject matter expert at the Garreston Resolution Group. He has been invited to share his expertise to over 250 conferences and seminars.

2. Christine Hummel is the President of Hummel Consultation Services, where she focuses her practice in the application of the Medicare Secondary Payer Act. An active attorney with over two decades of experience, Ms. Hummel is a highly sought-after expert, consultant, expert and author on Medicare compliance. She has lectured across the country to judicial and legal groups on the Medicare Secondary Payer Act, Medicare Set-asides third-party liability claims, and Medicare's interest. Ms. Hummel has significant experience working with the Centers for Medicare and Medicaid Services in regarding applicability of the Medicare Secondary Payer Act to liability settlements.

3. 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.

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**

Arkansas Supreme Court - Office of Prof. Programs for 1.5 CLE credits

California State Bar for 1.5 MCLE credits

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

Connecticut for 1.5 Ethics CLE Credits

Delaware Commission on Continuing Legal Education *******

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

Idaho State Bar 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 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

Oklahoma Bar Association for 1.5 CLE Credits

Oregon Bar for 1.5 MCLE 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

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 for 1.5 CLE credits

West Virginia for 1.8 CLE 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.

******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.

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.