Art of Settlement: Regulatory Compliance when Settling Catastrophic Claims (On-Demand)

Course Description

This 2-hour program provides a comprehensive exploration of the ethical and compliance challenges in settling catastrophic personal injury cases. The program covers key topics such as navigating Medicaid, SSI, Medicare, and SSDI benefits, resolving Medicaid and Medicare liens, and understanding Medicare Secondary Payer obligations. Attendees will also learn about the ethical considerations of outsourcing lien resolution, resolving ERISA, FEHBA, and military liens, and dealing with the financial aspects of settlements. This presentation is critical for personal injury attorneys to ensure they close cases compliantly and avoid potential ethical pitfalls in the settlement process.

Principles

• Ethical Issues at Settlement
• Government Benefits Insights
• Lien Resolution

Syllabus

1. Ethical Issues at Settlement
2. Government Benefits Insights
   • Medicaid & SSI
   • Medicare & SSDI
   • Medicare Secondary Payer
   • Total MSP Compliance
   • MSAs
3. Lien Resolution
   • Outsourcing Lien Resolution – why and how to do so ethically
   • Medicare Conditional Payments/Medicare Advantage
   • Medicaid Lien Resolution
   • ERISA Lien Resolution
   • FEHBA & Military Lien Resolution
4. Financial Considerations at Settlement
5. Qualified Settlement Funds