Medicare Liens: Medicare plan type, proper forms and process, negotiation and resolution, and attorney liability

David L. Place
David L. Place | The Place Firm, PLLC

Using his more than 20 years of subrogation experience Mr. Place now exclusively assists the plaintiff’s Bar with complex lien resolution problems, ensuring that the settlement dollars created by the trial attorney are protected.

On-Demand: November 21, 2022

Medicare Liens: Medicare plan type, proper forms and process, negotiation and resolution, and attorney liability

$95.00 1 hour CLE

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Program Summary

The Medicare Secondary Payer Act conditional payment reconciliation process involves intricacies and nuances that need to be explored in each case to maximize an injury victim's recovery after a personal injury settlement. This process involves a series of prescribed steps: completing required forms, producing settlement documentation, and following a strict appeal process. Medicare Advantage plans, administered by private insurance companies, use the Medicare Secondary Payer Act as their recovery vehicle.

Though Medicare Advantage plans arguably have the same recovery rights as traditional Medicare, they are often much more open to agreements based on equity and fairness. Counsel also needs to understand the reconciliation process for these plans, how it differs the process for traditional Medicare and how they hold personal liability for repayment.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Identifying the Medicare Plan type involved
  • Proper forms and process
  • Negotiation and Resolution
  • Attorney Liability

Date: November 21, 2022

Closed-captioning available

Speakers

David L. Place_ The Place Firm, PLLC._FedBarDavid L. Place | The Place Firm, PLLC

Using his more than 20 years of subrogation experience Mr. Place now exclusively assists the plaintiff’s Bar with complex lien resolution problems, ensuring that the settlement dollars created by the trial attorney are protected. For the past seven years Mr. Place has served the plaintiff’s bar in both the single event lien resolution space, and mass torts, saving his clients over $100,000,000.00. Prior to beginning his service to the plaintiff’s trial bar Mr. Place spent nearly 15 years practicing as a “Litigation Specialist” for the insurance industry. He asserted subrogation/reimbursement rights for large private group health insurance plans, self-funded ERISA groups, FEHBA plans, Medicare Advantage plans, state Medicaid plans, as well as stop-loss and disability plans in their subrogation/recovery programs in all fifty states.

Agenda

I. Identifying the Medicare Plan type involved | 11:00am – 11:15am

II. Proper forms and process | 11:15am – 11:30am

III. Negotiation and Resolution | 11:30am – 11:45am

IV. Attorney Liability | 11:45am – 12:00pm