Medicare Set Aside Trusts–Post Settlement Issues

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Medicare Set Aside Trusts–Post Settlement Issues 

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On-Demand CLE

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October 7, 2010 - October 8, 2010
Sir Francis Drake Hotel
San Francisco, CA

Cosponsored by the Consumer Attorneys of California and the San Francisco Trial Lawyers Association

12 CLE and NCA credits

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All plaintiff lawyers will most likely encounter numerous Medicare and ERISA plan reimbursement claims at some point in their practice. Such claims can be enormous obstacles and plaintiff attorneys must understand how to address these claims, defend against them, and limit them. They must also understand their ethical obligations. At AAJ’s Medicare Set Asides Trusts—Post Settlement Issues Seminar you’ll learn how to address these claims and other post settlement issues.

When you leave San Francisco you’ll be well versed all areas of Medicare and ERISA law including:

• Subrogation and Set Aside Requirements
• ERISA Plan Identification and Preemption
• Overview of Mandatory Requirements and Their Effect on Your Practice
• Waiver and Reduction of Lien Process and much more…

Thursday, October 7, 2010

Moderator Welcome and Introductions
Elise R. Sanguinetti, CA

Overview of Subrogation Law
• Current status
• Rules of Professional Conduct Rule 1.15 Safekeeping Property
• Attorney obligations and liability for Medicare and ERISA reimbursement claims
John D. Wood, WA

Medicare:  Subrogation and Set Aside Requirements
• The basics of Medicare secondary payer
• The basics of set aside requirements
• Navigating the process
• Meeting your ethical responsibilities
Jason D. Lazarus, FL

New Medicare Secondary Payer Reporting Requirements and the Impact on Settling Tort Claims
Caitlin S. Palacios, DC

Changes in Special Needs Trusts:  Is the Pool Trust Dead?
• Meeting your ethical responsibilities (Ethics)
William L.E. Dussault, WA

What to Do When an ERISA Plan Sues Your Client or You
Caitlin S. Palacios, DC
Matthew Wessler, DC

Advanced ERISA Subrogation Tips and Tactics
 David H. Abney II, KY 

Medicare Set Asides—Viability in Liability Cases
 John Cattie, OH

ERISA Reimbursement Claims
• The basics
• Navigating the process
• Meeting your ethical responsibilities
John V. Tucker, FL

Networking Reception

Friday, October 8, 2010

Moderator Welcome and Introductions
William B. Curtis, TX

Medicare Set Asides—You Can Handle These Yourself If You Attend This Lecture!
 John T. Bair, NY 

Tips for Quicker Resolution of Medicare Reimbursement and Claims Waiver and Reduction of Lien Process
Linda R. Magruder, KY

Addressing ERISA and Medicare Liens and Policy Update
William B. Curtis, TX

Medicare’s Claim to a Future Credit—A Conundrum
Sylvius H. von Saucken, OH  

Overview of Medicare Secondary Payer Provisions, the Statute of Limitations, and the Recent U.S. v. Stricker Ruling
 Linda R. Magruder, KY

Review by Faculty of Participant Case Issues
 All Faculty


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