Settlement Compliance Strategies for Closing Cases – Ethical Issues at Settlement (2024 Edition)

Jason D. Lazarus
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.

Live Video-Broadcast: October 16, 2024
This class is included in the myLawCLE All-Access Pass

Subscribe to myLawCLEs All-Acces Pass...
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

2 hour CLE
Tuition: $195
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

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, including Qualified Settlement Funds. This program is vital personal injury attorneys to ensure they close cases compliantly and avoid potential ethical pitfalls in the settlement process.

Key topics to be discussed:

  • Ethical Issues at Settlement
  • Government Benefits Insights
  • Lien Resolution
  • Financial Considerations at Settlement
  • Qualified Settlement Funds

Date / Time: October 16, 2024

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

Speakers

Jason D. Lazarus_Synergy Settlement Services_myLawCLEJason 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.

Agenda

I. Ethical Issues at Settlement | 1:00pm – 1:30pm

II. Government Benefits Insights | 1:30pm – 2:00pm

  • Medicaid & SSI
  • Medicare & SSDI
  • Medicare Secondary Payer
    • Total MSP Compliance
      • MSAs

Break | 2:00pm – 2:10pm

III. Lien Resolution | 2:10pm – 2:30pm
  • 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
IV. Financial Considerations at Settlement | 2:30pm – 2:50pm
V. Qualified Settlement Funds | 2:50pm – 3:10pm

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Register Now

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


More CLE Webinars
Trending CLE Webinars
The Corporate Transparency Act Reporting Obligations
The Corporate Transparency Act Reporting Obligations
Law Offices of Jonathan H. (Jason) Warner, P.A.
On-Demand
IRS Penalty Abatement Made Easy
IRS Penalty Abatement Made Easy
Green & Sklarz, LLC
On-Demand
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition) Tue, September 24, 2024
On-Demand
Live Replay
Revocable Living Trusts from Start to Finish (2024 Edition)
Revocable Living Trusts from Start to Finish (2024 Edition) Wed, September 25, 2024
On-Demand
Live Replay
Mini-Med School for Lawyers: What Attorneys and Experts Need to Know (2024 Edition)
Mini-Med School for Lawyers: What Attorneys and Experts Need to Know (2024 Edition)
Rachel V. Rose – Attorney at Law, P.L.L.C. (Houston, TX).
On-Demand
Lawyers Serving on Boards
Lawyers Serving on Boards
Howard Brod Brownstein, CTP.
On-Demand
The NLRB and Why Many Handbooks Are Unlawful
The NLRB and Why Many Handbooks Are Unlawful Fri, September 20, 2024
On-Demand
Live Replay
Essential Accounting Principles Every Attorney Should Know
Essential Accounting Principles Every Attorney Should Know
LaPorte CPAs & Business Advisors
On-Demand
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Trial Lawyers for Justice, Hanker Law PC
On-Demand
Tax Opportunity Zones (2024 Edition)
Tax Opportunity Zones (2024 Edition)
Blank Rome LLP
On-Demand
Litigating Libel and Defamation Cases
Litigating Libel and Defamation Cases
Callahan & Blaine, APLC.
On-Demand
Will Drafting 101 (2024 Edition)
Will Drafting 101 (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Federal Indian Law 101 (2024 Edition)
Federal Indian Law 101 (2024 Edition)
Holland & Knight LLP
On-Demand
Upcoming CLE Webinars
Dealing with a Decedent’s Tax Issues
Dealing with a Decedent’s Tax Issues Fri, September 20, 2024
Live Webcast
The NLRB and Why Many Handbooks Are Unlawful
The NLRB and Why Many Handbooks Are Unlawful Fri, September 20, 2024
On-Demand
Live Replay
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition) Tue, September 24, 2024
On-Demand
Live Replay
Revocable Living Trusts from Start to Finish (2024 Edition)
Revocable Living Trusts from Start to Finish (2024 Edition) Wed, September 25, 2024
On-Demand
Live Replay
Mastering Storytelling in Law in the AI Era
Mastering Storytelling in Law in the AI Era Fri, September 27, 2024
Live Webcast
Getting More Out of Microsoft 365 (2024 Edition)
Getting More Out of Microsoft 365 (2024 Edition) Mon, September 30, 2024
On-Demand
Live Replay
Charitable Solicitation Laws
Charitable Solicitation Laws Tue, October 15, 2024
Live Webcast