Medicare has redoubled the enforcement of its right of lien recovery under the Medicare Secondary Payer Act in injury claims and settlements. Do you know exactly when and how litigants must take Medicare's interests into account to ensure compliance and minimize its impact on settlement? This engaging legal course includes in-depth discussions on mandatory insurer reporting, Medicare conditional payments, and Medicare Set-Asides. Get practical guidance in resolution of Medicaid liens and the creation and administration of special needs trusts. Don't let MMSEA derail your injury settlements – order today!

1. Medicare Conditional Payment Subrogation Rights
2. Medicare Set-Aside Allocations, Approvals, and Administration
3. Maintaining an Ethical Practice
4. Protecting Supplemental Security Income and Medicaid Eligibility: Special Needs Trusts

Continuing Education Credits:   

* denotes specialty credits

1. Medicare Conditional Payment Subrogation Rights
   9:00 - 10:45, Peter E. Goss
   The governing articles of the Medicare Secondary Payer Act
   1. Contextual Background of SCHIP Extension Act of 2007
   2. Payment Subrogation
   3. Conditional Payment Process
   4. Payback Timeline
   5. Entity Responsibility
   6. Applicable Waiver and Appeals Process
2. Medicare Set-Aside Allocations, Approvals, and Administration
   11:00 - 12:45, William E. Hans and William L. Hubbard
   1. Medicare Set Aside (MSA) Allocations
   2. MSA Approval Process
   3. MSA Administration
   4. Medicare Secondary Payer Act and CMS Memorandums
   5. Private vs. Professional MSA Administration
      1. Medicare Beneficiary
      2. The Employer/Carrier
      3. The Attorneys Representing the Parties
3. Maintaining an Ethical Practice
   1:45 - 2:45, William L. Hubbard
   1. Attorney's Duty of Competence, Diligence and Communication
   2. Identifying and Preventing Conflicts of Interest
   3. Maintaining Client Confidentiality
   4. Medical Records Treatment Under HIPAA
   5. Rules for Handling Clients' Settlement Funds in the Event of a Dispute
4. Protecting Supplemental Security Income and Medicaid Eligibility: Special Needs Trusts
   3:00 - 4:30, Leslie C. Byram
   1. Supplemental Security Income (SSI) Program Overview
   2. Medicaid Program in a Nutshell
   3. Resolving Claims in Which SSI and/or Medicaid Benefits are at Stake to Maintain Eligibility

LESLIE C. BYRAM is a sole practitioner in Kansas City, Missouri. Ms. Byram focuses her practice on corporate formation, estate planning, guardianships, conservatorships, special needs planning and business succession planning. She is admitted to practice in Kansas and Missouri and is a member of The Missouri Bar and the Kansas City Metropolitan, Johnson County, Kansas, and American bar associations. Mr. Byram earned her B.S. degree from Pepperdine University and her J.D. degree from the University of Kansas School of Law.

PETER E. GOSS is a founding member of Wendt Goss, P.C. and has been practicing in the areas of personal injury and mass tort litigation for several years. He has represented and obtained favorable results for numerous victims of automobile collisions, slip and fall accidents, severe burn injuries, railroad accidents, and numerous others. Mr. Goss is a member in good standing of the Kansas, Missouri, and New Jersey state courts. He also is a member of the United States District Courts for the Districts of Kansas and New Jersey. Mr. Goss is actively involved in several professional organizations, including the American Association for Justice, the Missouri Association of Trial Attorneys, and the Kansas City Metropolitan Bar Association. He currently serves as a director of the Kansas City Metropolitan (Young Lawyer Section) Bar Association and is the KCMBA Young Lawyer Section treasurer. Mr. Goss earned an undergraduate degree from the University of Kansas and attended Washburn School of Law in Topeka, Kansas.

WILLIAM E. HANS is a co-founder and principal of the Legacy Settlements Group. He is an attorney licensed to practice law in both Missouri and Kansas and also is a licensed life insurance agent. Mr. Hans has extensive experience settling all types of personal injury claims as a structured settlement expert, trial attorney and large loss claims specialist for a major reinsurer. He began his legal career as a trial attorney with the Kansas City, Missouri law firm of Polsinelli, Shalton and Welte. During his tenure with the Polsinelli law firm, he handled all types of litigated claims, including personal injury losses. Mr. Hans also served as an assistant vice president and claims counsel for Employers Reinsurance Corporation, one of the world's largest reinsurers. In this capacity, he resolved the company's catastrophic casualty personal injury losses, often using structured settlements. As a principal in the Legacy Settlements Group, Mr. Hans currently provides full spectrum of "start to finish" service to structure personal injury settlements. This service includes developing an assessment of a claimant's financial needs, tailoring a settlement package to address those needs, assisting in the settlement negotiation and working with the parties to properly document the settlement and deliver the financial proceeds of the settlement. He is a past president of the Kansas City Claims Association. Mr. Hans also is a member of the National Structured Settlements Trade Association. He is a frequent speaker on topics relating to insurance claims and structured settlements. Mr. Hans earned his B. A. degree, magna cum laude, from the University of California at Berkeley and his J.D. degree from the University of Kansas School of Law, where he served as an editor of the Law Review.

WILLIAM L. HUBBARD is a partner in the Kansas City law firm of Hubbard & Kurtz, L.L.P., where he practices in the areas of estate planning, probate, elder and special needs law. He has been certified as an elder law attorney by the National Elder Law Foundation and has lectured on estate planning, elder law, corporate and probate law. Mr. Hubbard is a member of the Kansas City Metropolitan Bar Association (Probate & Estate Planning, Tax committees), The Missouri Bar (Probate, Elder Law and Tax committees), the American Bar Association and the National Academy of Elder Law Attorneys. He is a founding member of the Missouri chapter of the Council of Advanced Practitioners (past president, outstanding elder law attorney). Mr. Hubbard earned his B.S. degree from Northwestern University and his J.D. degree from the University of Missouri, where he was a member of the Missouri Law Review.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com