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.

On-Demand: October 16, 2024
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2 hour CLE
Tuition: $195.00
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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_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

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