Settlement Compliance Strategies for Closing Cases – Ethical Issues at Settlement

Jason D. Lazarus | Synergy Settlement Services

Mr. Lazarus is the founder and Chief Executive Officer of Synergy Settlement Services. Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, and complex settlement consulting. He is also the managing partner and founder of the Special Needs Law Firm; a Florida law firm that provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance. Jason is an Amazon Best-Selling author and his book; Art of Settlement is a detailed guide for trial lawyers related to regulatory compliance when resolving catastrophic claims. His written work has been cited, as authoritative on Medicare compliance, by the Supreme Court of Florida and the United States Southern District of Florida.

Mr. Lazarus received his B.A. from the University of Central Florida and his J.D. with high honors from Florida State University. He received his LLM in Elder Law with Distinction from Stetson University College of Law. Mr. Lazarus is a Medicare Set Aside Consultant (MSCC) certified by the International Commission on Health Care Certification.

I. Ethical Issues & Malpractice Concerns at Settlement | 2:00pm – 2:15pm

II. Govt Benefits Overview | 2:15pm – 2:30pm

• Medicaid & SSI
  • SNTs & Planning
  • Liens
• Medicare Secondary Payer
  • Conditional Payments
  • MAO Liens
  • Medicare Set Asides

III. Lien Resolution Outsourcing – Ethical Issues | 2:30pm – 2:45pm

• ERISA Lien Resolution Tips
• FEHBA & Military Liens

IV. Settlement Consulting Hot Topics | 2:45pm – 3:00pm