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Who should attend Complex Lien Resolution in Personal Injury Settlements
This intermediate-to-advanced level program is designed for attorneys. Settlement structure companies may also benefit.
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This intermediate-to-advanced level program is designed for attorneys. Settlement structure companies may also benefit.

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Seminar Summary:

In this advanced lien resolution program, seasoned faculty will navigate you through the many frustrations that ERISA, Medicare, hospital and ambulance liens can bring, and provide you with practical tips and strategies you can start using right away to resolve liens more effectively. (see full course description)

 
 
 

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Training Course Syllabus:


Complex Lien Resolution in Personal Injury Settlements - Personal Injury Training Seminar

Decrease Liens - Increase Personal Injury Settlements

You already know the basics of lien resolution in personal injury settlements, what you need to know now is how to minimize them more effectively, the latest court rulings, regulations, impact of the ACA, procedure changes and strategies for handling challenging subrogation issues. In this advanced lien resolution program, seasoned faculty will navigate you through the many frustrations that ERISA, Medicare, hospital and ambulance liens can bring, and provide you with practical tips and strategies you can start using right away to resolve liens more effectively. Don't miss this timely program - start decreasing liens and increasing settlements now. Register today!

  • Gain advanced-level tactics for minimizing complex liens in personal injury settlements.
  • Get the latest case law, CMS updates and procedures regarding Medicare set-asides.
  • Learn what your obligations are in Medicare Advantage Plan (Medicare Part C) liens.
  • Tackle tricky subrogation issues in ERISA claims.
  • Gain the latest case law and resolution strategies for how to decrease thorny hospital and doctor liens.
  • Review a complex, "real-world" example of a workers' compensation lien and gain invaluable insight for how to negotiate them more effectively.
  • Navigate your way through the complex procedures and regulations you need to be aware of when handling TRICARE and VA liens.

 

  1. ERISA LIEN RESOLUTION
    9:00 - 10:00, Jesse B. Blocher
    1. Case Study - Advanced Issues
    2. Recent Case Law
    3. Advanced Subrogation Issues
    4. Update: Statutes, Regulations, Obligations and Procedures
    5. Advanced Resolution Strategies
    6. Defenses
  2. DOCTOR, HOSPITAL AND AMBULANCE LIENS
    10:00 - 10:30, Jonathan S. Safran
    1. Case Study - Advanced Issues
    2. Recent Case Law and Impact of the ACA
    3. Update: Statutes, Regulations, Obligations and Procedures
    4. Advanced Subrogation Issues
    5. Advanced Resolution Strategies
    6. Defenses
  3. MILITARY LIENS (VA, TRICARE)
    10:45 - 11:30, Shawn M. Govern
    1. Case Study - Advanced Issues
    2. Recent Case Law
    3. Advanced Subrogation Issues
    4. Update: Statutes, Regulations, Obligations and Procedures
    5. Advanced Resolution Strategies
    6. Defenses
  4. LIABILITY MEDICARE SET-ASIDES
    11:30 - 12:30, Aaron P. Frederickson
    1. Complex Medicare Set-Aside Case Study
    2. Recent Case Law and Impact of the ACA
    3. Advanced Subrogation Issues
    4. SMART Act
    5. Update: Statutes, Regulations, Obligations and Agency Guidance
    6. Deference Owed to CMS - Chevron vs. Skidmore
    7. MSA Decision Engine
    8. MSA Funding, Administration and Documentation
    9. Special Needs Trusts and Hybrid Trusts to Preserve SSI/Medicaid Benefits
  5. MEDICARE ADVANTAGE PLAN (PART C) LIENS
    1:30 - 2:30, Aaron P. Frederickson
    1. Recent Case Law
    2. Advanced Subrogation Issues
    3. Update: Statutes, Regulations, Obligations and Procedures
    4. In Re Avandia: A Shift in Approach
    5. Defenses
  6. WORKERS' COMPENSATION LIENS
    2:30 - 3:15, Mark D. Baus
    1. Case Study - Advanced Issues
    2. Recent Case Law
    3. Advanced Subrogation Issues
    4. Update: Statutes, Regulations, Obligations, Procedures and Changes
    5. Advanced Resolution Tactics
    6. Defenses
  7. ETHICS IN LIEN RESOLUTION
    3:30 - 4:30, Ann S. Jacobs
    1. Lien Priority and Ethics
    2. Obligations as Counsel in Lien Resolution
    3. Lien Resolution Fees and Fee Splitting Arrangements
    4. Withholding Amounts Due to Third-Party Persons
    5. Duty to Negotiate Liens and Privileges

*Because the rules regarding Medicare set-asides are in a state of flux, the above agenda may not reflect the latest developments. However, faculty will present up-to-date information at the seminar.

Seminar Summary:

In this advanced lien resolution program, seasoned faculty will navigate you through the many frustrations that ERISA, Medicare, hospital and ambulance liens can bring, and provide you with practical tips and strategies you can start using right away to resolve liens more effectively. (see full course description)

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