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Medicare & Medicaid in Personal Injury Settlements: Liens, Reimbursement, Set-Asides, and Compliance a Practical Guide for Plaintiff and Defense Counsel

Medicare and Medicaid reimbursement obligations significantly affect personal injury settlements, exposing attorneys to financial, ethical, and malpractice risk without proper MSP compliance.

2026-03-25 13:00:00

Program Details

2026-03-25 13:00:00

Program Details

2026-03-25 13:00:00

Over 1,000+ webinars

2026-03-25 13:00:00

Course Overview

Master Medicare & Medicaid Pitfalls

2026-03-25 13:00:00

Attorneys will gain practical tools to identify, negotiate, and resolve Medicare and Medicaid liens while structuring settlements that satisfy statutory requirements. Apply these skills immediately to protect clients’ recoveries and reduce malpractice exposure.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
MSP framework
The MSP Act governs obligations of claimants, attorneys, and insurers in personal injury settlements.
02
Lien resolution
Attorneys will learn grounds and procedures for disputing, reducing, or compromising Medicare liens.
03
Medicaid recovery
Medicaid recovery rights and reimbursement obligations vary across different state programs.
04
Reporting compliance
Non-compliance penalties reach $1,325 per day per record for reporting violations.
05
Medicare set-asides
MSA funds must be properly managed and administered following settlement.
06
Settlement drafting
Settlement agreements must include representations, indemnity, escrow, and allocation provisions for compliance.

Program schedule

clock 1:00 pm - 1:40 pm EST

Medicare & Medicaid Lien Framework and Resolution

Covers the MSP Act’s legal foundation, CMS recovery mechanisms, and strategies for disputing and reducing Medicare and Medicaid liens, Section 111 reporting obligations, and ethical trust accounting responsibilities.

John V. CattieJohn V. Cattie
Brett NewmanBrett Newman
Paul PaschePaul Pasche
clock 1:50 pm - 2:30 pm EST

Medicare Set-Asides and Future Medical Allocation

Examine the Medicare lien resolution process, when an MSA is required, how to pursue reductions or waivers, and how MSA funds are managed and reported post-settlement.

John V. CattieJohn V. Cattie
Brett NewmanBrett Newman
Paul PaschePaul Pasche
clock 2:40 pm - 3:20 pm EST

Settlement Drafting and MSP Risk Allocation

Addresses ethical duties, pre-settlement diligence, and precise contract language needed for MSP compliance, including protective clauses, special situation challenges, and the double-damages litigation risk attorneys face for non-compliance.

John V. CattieJohn V. Cattie
Brett NewmanBrett Newman
Paul PaschePaul Pasche
John V. Cattie

John V. Cattie

Cattie & Gonzalez, PLLC

Brett Newman

Brett Newman

Newman Settlement Services Group, LLC

Paul Pasche

Paul Pasche

Inman, Fitzgibbons, Murdock & Kosoff, Ltd

John V. Cattie

John V. Cattie

Cattie & Gonzalez, PLLC

John V. Cattie, Jr. serves as the Managing Member of Cattie & Gonzalez, PLLC, where he leads a practice dedicated to Medicare Secondary Payer (MSP) compliance. He assists clients nationwide in both single-event and mass tort cases, focusing on the verification and resolution of reimbursement obligations across Medicare, Medicaid, and the VA.

Education & Credentials

Bachelor of Arts from the University of North Carolina; dual JD/MBA degree from Villanova University

Recognition & Leadership

His analytical work in the Medicare Set-Aside space has earned notable judicial recognition, with multiple federal and state courts citing his analysis favorably in their decisions.

Professional Involvement

Frequent speaker at CLE and continuing education events across the country; has written extensively about healthcare subrogation in the Medicare Secondary Payer context, contributing to the professional development of attorneys and practitioners navigating this compliance landscape.

Experience

Legal career in healthcare subrogation began in 2008 with the Garretson Resolution Group, where he built their Medicare Set-Aside (MSA) group from the ground up. Launched his law firm in 2016 to provide more sophisticated legal services. Has reviewed over 16,000 distinct fact patterns for MSA purposes, establishing himself as a key authority in protecting claimants' future access to federal benefits.
Brett Newman

Brett Newman

Newman Settlement Services Group, LLC

Brett Newman is the Founder and CEO of Newman Settlement Services Group, known nationally by plaintiff attorneys for his expertise in the post-settlement process. He provides plaintiffs and their attorneys with comprehensive resources for settlement planning and administration.

Education & Credentials

Bachelor of Arts in Economics from Syracuse University, graduated in 1989

Recognition & Leadership

Named one of the 100 Most Powerful Lawyers in the Nation by The National Law Journal; received repeated recognition for leadership as one of the Top 10 Plaintiffs' Firms in the Country; earned national recognition among plaintiff attorneys for expertise in the post-settlement process.

Professional Involvement

Presented before more than 30 bar associations, trial lawyer groups, and judicial organizations nationwide, including the American Association for Justice, New York State Bar Association, New Jersey State Bar Association, New York State Trial Lawyers Association, and multiple ABOTA chapters. Delivered CLE programming through HB Litigation Conferences, NACLE, and West Legal Ed Center. Served on the Board of Directors of the American Association of Settlement Consultants (AASC), completing a full term on the 13-member board.

Experience

20 years of experience in the post-settlement process. Under his leadership, NSSG delivers full range of post-settlement services including Medicare and Medicaid Lien Resolution, Medicare Set-Aside Allocation and Administration, Special Needs Trust Administration, Health Benefit Planning, MSP Compliance, Wealth Management, and Structured Settlements.
Paul Pasche

Paul Pasche

Inman, Fitzgibbons, Murdock & Kosoff, Ltd

Paul W. Pasche, MSCC, is Of Counsel at IFMK Law, Ltd., with more than 30 years of legal experience representing businesses, employers, and government bodies. He focuses on workers’ compensation defense, general liability matters, appellate practice, and Medicare Secondary Payer compliance issues.

Education & Credentials

Juris Doctor degree; Medicare Set-Aside Consultant Certified (MSCC) designation from the International Commission on Health Care Certification

Recognition & Leadership

Received the highest AV rating from Martindale-Hubbell®; recognized for excellence by Leading Lawyers®; expertise reflected in appointment as Of Counsel to IFMK Law's Subrogation and Lien Recovery practice group; published legal writings cited by professional organizations.

Professional Involvement

Active contributor to the legal and professional community, frequently presenting on Medicare compliance, workers' compensation, and related topics for bar associations, professional organizations, clients, and civic groups. Authored chapter on settlements and negotiations in IICLE's 'Workers' Compensation Institute' publication; contributed article on handling Medicaid in workers' compensation cases published in WCLA News.

Experience

More than 30 years of legal experience representing businesses, employers, and government bodies. Represents clients before the Illinois Workers' Compensation Commission, Illinois state and federal courts, and sub-agencies of the Centers for Medicare and Medicaid Services and the U.S. Department of the Treasury. Established reputation as a respected litigator, lecturer, and author on workers' compensation and Medicare compliance topics.
John V. Cattie

John V. Cattie

Cattie & Gonzalez, PLLC

John V. Cattie, Jr. serves as the Managing Member of Cattie & Gonzalez, PLLC, where he leads a practice dedicated to Medicare Secondary Payer (MSP) compliance. He assists clients nationwide in both single-event and mass tort cases, focusing on the verification and resolution of reimbursement obligations across Medicare, Medicaid, and the VA.

Education & Credentials

Bachelor of Arts from the University of North Carolina; dual JD/MBA degree from Villanova University

Recognition & Leadership

His analytical work in the Medicare Set-Aside space has earned notable judicial recognition, with multiple federal and state courts citing his analysis favorably in their decisions.

Professional Involvement

Frequent speaker at CLE and continuing education events across the country; has written extensively about healthcare subrogation in the Medicare Secondary Payer context, contributing to the professional development of attorneys and practitioners navigating this compliance landscape.

Experience

Legal career in healthcare subrogation began in 2008 with the Garretson Resolution Group, where he built their Medicare Set-Aside (MSA) group from the ground up. Launched his law firm in 2016 to provide more sophisticated legal services. Has reviewed over 16,000 distinct fact patterns for MSA purposes, establishing himself as a key authority in protecting claimants' future access to federal benefits.
Brett Newman

Brett Newman

Newman Settlement Services Group, LLC

Brett Newman is the Founder and CEO of Newman Settlement Services Group, known nationally by plaintiff attorneys for his expertise in the post-settlement process. He provides plaintiffs and their attorneys with comprehensive resources for settlement planning and administration.

Education & Credentials

Bachelor of Arts in Economics from Syracuse University, graduated in 1989

Recognition & Leadership

Named one of the 100 Most Powerful Lawyers in the Nation by The National Law Journal; received repeated recognition for leadership as one of the Top 10 Plaintiffs' Firms in the Country; earned national recognition among plaintiff attorneys for expertise in the post-settlement process.

Professional Involvement

Presented before more than 30 bar associations, trial lawyer groups, and judicial organizations nationwide, including the American Association for Justice, New York State Bar Association, New Jersey State Bar Association, New York State Trial Lawyers Association, and multiple ABOTA chapters. Delivered CLE programming through HB Litigation Conferences, NACLE, and West Legal Ed Center. Served on the Board of Directors of the American Association of Settlement Consultants (AASC), completing a full term on the 13-member board.

Experience

20 years of experience in the post-settlement process. Under his leadership, NSSG delivers full range of post-settlement services including Medicare and Medicaid Lien Resolution, Medicare Set-Aside Allocation and Administration, Special Needs Trust Administration, Health Benefit Planning, MSP Compliance, Wealth Management, and Structured Settlements.
Paul Pasche

Paul Pasche

Inman, Fitzgibbons, Murdock & Kosoff, Ltd

Paul W. Pasche, MSCC, is Of Counsel at IFMK Law, Ltd., with more than 30 years of legal experience representing businesses, employers, and government bodies. He focuses on workers’ compensation defense, general liability matters, appellate practice, and Medicare Secondary Payer compliance issues.

Education & Credentials

Juris Doctor degree; Medicare Set-Aside Consultant Certified (MSCC) designation from the International Commission on Health Care Certification

Recognition & Leadership

Received the highest AV rating from Martindale-Hubbell®; recognized for excellence by Leading Lawyers®; expertise reflected in appointment as Of Counsel to IFMK Law's Subrogation and Lien Recovery practice group; published legal writings cited by professional organizations.

Professional Involvement

Active contributor to the legal and professional community, frequently presenting on Medicare compliance, workers' compensation, and related topics for bar associations, professional organizations, clients, and civic groups. Authored chapter on settlements and negotiations in IICLE's 'Workers' Compensation Institute' publication; contributed article on handling Medicaid in workers' compensation cases published in WCLA News.

Experience

More than 30 years of legal experience representing businesses, employers, and government bodies. Represents clients before the Illinois Workers' Compensation Commission, Illinois state and federal courts, and sub-agencies of the Centers for Medicare and Medicaid Services and the U.S. Department of the Treasury. Established reputation as a respected litigator, lecturer, and author on workers' compensation and Medicare compliance topics.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.0
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

Upcoming Live Online CLE Broadcasts

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Trusted by Legal Professionals

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Live stream programs

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70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Approved
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Approved
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs