Settlement Compliance Strategies for Closing Cases – Ethical Issues at Settlement (2024 Edition)
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.
2 hour CLE
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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
Closed-captioning available
Speakers
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.
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
- Total MSP Compliance
Break | 2:00pm – 2:10pm
- 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
Credits
Alaska
Approved for CLE Credits
2 Ethics
Alabama
Pending CLE Approval
2 Ethics
Arkansas
Approved for CLE Credits
2 Ethics
Arizona
Approved for CLE Credits
2 Ethics
California
Approved for CLE Credits
2 Ethics
Colorado
Pending CLE Approval
2 Ethics
Connecticut
Approved for CLE Credits
2 Ethics
Delaware
Pending CLE Approval
2 Ethics
Florida
Approved for CLE Credits
2.5 Ethics
Georgia
Approved for CLE Credits
2 Ethics
Hawaii
Approved for CLE Credits
2.4 Ethics
Iowa
Pending CLE Approval
2 Ethics
Idaho
Pending CLE Approval
2 Ethics
Illinois
Approved for Self-Study Credits
2 Ethics
Indiana
Approved for Self-Study Credits
2 Ethics
Kansas
Pending CLE Approval
2 Ethics
Kentucky
Pending CLE Approval
2 Ethics
Louisiana
Pending CLE Approval
2 Ethics
Maine
Pending CLE Approval
2 Ethics
Minnesota
Approved for Self-Study Credits
2 Ethics
Missouri
Approved for Self-Study Credits
2.4 Ethics
Mississippi
Pending CLE Approval
2 Ethics
Montana
Pending CLE Approval
2 Ethics
North Carolina
Pending CLE Approval
2 Ethics
North Dakota
Approved for CLE Credits
2 Ethics
Nebraska
Pending CLE Approval
2 Ethics
New Hampshire
Approved for CLE Credits
2 Ethics
New Jersey
Approved for CLE Credits
2.4 Ethics
New Mexico
Approved for Self-Study Credits
2 Ethics
Nevada
Approved for Self-Study Credits
2 Ethics
New York
Approved for CLE Credits
2.4 Ethics
Ohio
Pending CLE Approval
2 Attorney Professional Conduct
Oklahoma
Approved for Self-Study Credits
2.5 Ethics
Oregon
Pending CLE Approval
2 Ethics
Pennsylvania
Approved for Self-Study Credits
2 Ethics
Rhode Island
Pending CLE Approval
2.5 Ethics
South Carolina
Pending CLE Approval
2 Ethics
Tennessee
Approved for Self-Study Credits
2 Ethics
Texas
Approved for CLE Credits
2 Ethics
Utah
Pending CLE Approval
2 Ethics
Vermont
Approved for CLE Credits
2 Ethics
Washington
Approved via Attorney Submission
2 Ethics
Wisconsin
Approved for Self-Study Credits
2 General
West Virginia
Pending CLE Approval
2.4 Ethics
Wyoming
Approved for Self-Study Credits
2 Ethics
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#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!
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only $395 yearly
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