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. Taking Medicare's Interests Into Consideration: Mandatory Insurer Reporting
2. Medicare Conditional Payment Subrogation Rights
3. Medicare Set-Aside Allocations, Approvals, and Administration
4. Maintaining an Ethical Practice
5. Protecting Supplemental Security Income and Medicaid Eligibility: Special Needs Trusts

1. Taking Medicare's Interests Into Consideration: Mandatory Insurer Reporting
   9:00 - 10:15, Marcy G. Baysinger, Ruth O. Pregenzer and Erin Wideman
   Overview of the current and projected mandatory insurer reporting landscape as set out by Section 111 of the Medicare/Medicaid, SCHIP Extension Act of 2007
   1. The Contextual Background of the Act
   2. Which Entities are Required to Report to the Government
   3. What Information is Necessary for Reporting
   4. The Penalties for Incomplete Submissions or Non-Compliance
   5. The Effects of Reporting on the Litigants and Their Case
2. Medicare Conditional Payment Subrogation Rights
   10:30 - 11:45, Marcy G. Baysinger, Ruth O. Pregenzer and Erin Wideman
   The governing articles of the Medicare Secondary Payer Act
   1. Payment Subrogation
   2. Conditional Payment Process
   3. Payback Timeline
   4. Entity Responsibility
   5. Applicable Waiver and Appeals Process
3. Medicare Set-Aside Allocations, Approvals, and Administration
   12:45 - 2:00, Marcy G. Baysinger, Ruth O. Pregenzer and Erin Wideman
   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
4. Maintaining an Ethical Practice
   2:00 - 3:00, Marcy G. Baysinger, Ruth O. Pregenzer and Erin Wideman
   1. Ethical Considerations and Compliance with MMSEA
      1. Attorney's Duty of Competence, Diligence and Communication
      2. Identifying and Preventing Conflicts of Interest
   2. The Ethics of Outsourcing MSA Services and Maintaining Client Confidentiality
   3. Rules for Handling Clients' Settlement Funds in the Event of a Dispute
5. Protecting Supplemental Security Income and Medicaid Eligibility: Special Needs Trusts
   3:15 - 4:30, Marcy G. Baysinger, Ruth O. Pregenzer and Erin Wideman
   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

MARCY G. BAYSINGER is a partner with the law firm of Pregenzer Baysinger Wideman & Sale in Albuquerque, New Mexico. She is admitted to practice law in New Mexico state courts, the U.S. District Court of New Mexico and the U.S. Court of Appeals (10th Circuit). Her law practice concentrates on elder law, disability planning and fiduciary litigation. Since 1995, she has represented physicians and hospitals in numerous medical malpractice cases. Ms. Baysinger began her law practice in Colorado, focusing on elder law, and worked for the Senior Citizens Law Office when she first moved to New Mexico. With her background in special education, she is well suited to understand the needs of disabled clients. Ms. Baysinger earned her B.S. and M.A. degrees from the University of New Mexico and her J.D. degree from the University of Denver School of Law. She is a member of the Colorado Bar Association and the State Bar of New Mexico.

RUTH O. PREGENZER is a partner with the law firm of Pregenzer Baysinger Wideman & Sale in Albuquerque, New Mexico. She is admitted to practice law in New Mexico state courts, the U.S. District Court of New Mexico, the U.S. Court of Appeals (10th Circuit) and the U.S. Supreme Court. Her law practice concentrates on fiduciary litigation, guardianships and conservatorships, and elder law. Ms. Pregenzer has been a trial lawyer for more than 25 years in complex litigation in both criminal and civil matters and has tried many cases to juries and judges in state and federal courts. She represented physicians in medical malpractice cases for 17 years. In addition, she advises generally in the areas of elder law, incapacity planning, special needs trusts and consults with professional service groups on risk management issues. She is a member of the National Academy of Elder Law Attorneys. Ms. Pregenzer earned her J.D. degree, magna cum laude, from the University of New Mexico School of Law where she was awarded the Jarrold W. Walden Memorial Award, honors in the clinical law program and was initiated into the Order of the Coif. She earned her LL.M degree from Yale University.

ERIN WIDEMAN is a partner with the law firm of Pregenzer Baysinger Wideman & Sale in Albuquerque, New Mexico. She is admitted to practice law in New Mexico. Ms. Wideman also is a certified public Accountant (CPA). Her law practice concentrates on taxation, estate planning, estate administration, business management and planning, business succession, disability planning and elder law. Ms. Wideman is a member of the National Academy of Elder Law Attorneys, the New Mexico Estate Planning Council and the American Association of Attorneys-CPAs. Her professional experience as an accountant and business consultant is extensive, focusing in particular on the management of medical practices. Ms. Wideman earned her B.S. degree from Indiana University and her J.D. degree, magna cum laude, from the University of New Mexico School of Law where she was a member of the Order of the Coif.

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

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Phone: 866-240-1890

Email: credit@nbi-sems.com