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
   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
   9:00 - 10:30, Vincent J. Giusini
   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
   The governing articles of the Medicare Secondary Payer Act
   10:45 - 12:00, Michael F. Schleigh
   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
   1:00 - 2:30, Mark S. Kardos
   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
   2:45 - 3:45, Bret R. Goldstein
   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
5. Protecting Supplemental Security Income and Medicaid Eligibility: Special Needs Trusts
   3:45 - 4:30, James R. Carroll Jr.
   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

JAMES R. CARROLL JR. is owner of the Law Offices of James R. Carroll Jr. in Athens, Pennsylvania. Mr. Carroll is an active advocate for the rights of injured persons, focusing his practice on car and truck crashes, workers' compensation, premise liability, defective products and social security disability. He earned his B.S. degree from the University of Pennsylvania and his J.D. degree from Widener University School of Law. Mr. Carroll is a frequent lecturer in areas including automobile insurance law and workers' compensation. He also has served as an adjunct professor at Keystone College, teaching employment law. Mr. Carroll is a member of the nationwide American Association for Justice, the Pennsylvania Association of Justice and the New York Trial Lawyers Association.

VINCENT J. GIUSINI has offices in Philadelphia, Pennsylvania and Marlton, New Jersey. He handles a wide variety of personal injury cases, both plaintiff and defense. Mr. Giusini serves regularly as a neutral arbitrator and is certified as a neutral arbitrator by the American Arbitration Association. He has extensive trial experience, prevailing on behalf of his clients in more than 80% of the cases he has taken to trial. Mr. Giusini served as chief law clerk of the Philadelphia County Court of Common Pleas Civil Motions Court. Thereafter, he became associated with the Law Firm of Griffith and Burr, P.C., where he specialized in the defense of medical malpractice and products liability cases. He then served as house counsel for Commercial Union Insurance Company. Mr. Gusini is admitted to practice in Pennsylvania, New Jersey, the U.S. Federal District Courts of Pennsylvania and New Jersey and the 3rd Circuit Court of Federal Appeals. He earned his B.A. degree from Temple University and his J.D. degree from Delaware Law School. Mr. Gusini is a member of the American and Philadelphia bar associations, the New Jersey State Bar Association and the Pennsylvania Bar Association.

BRET R. GOLDSTEIN is a partner with the firm of Reger Rizzo & Darnall LLP, in the firm's Philadelphia office. He is chair of the firm's Employment Practices Group, concentrating in the representation of management in workers' compensation, employment and labor matters. Mr. Goldstein regularly counsels clients on a broad range of employment-related issues. His extensive experience before state and federal agencies and courts includes such areas as discrimination and sexual harassment claims and wrongful discharge issues exclusively on behalf of employers. Mr. Goldstein is the author of numerous articles regarding Medicare, including issues involving Medicare set-asides, Medicare liens and the recent changes to Medicare reporting. He has been assessing resolutions for Medicare involvement and obtaining reasonable amounts for Medicare set-asides since the inception of the changes to the Medicare/Social Security laws. Mr. Goldstein has provided many employers and insurance carriers with opinions helping them resolve cases when dealing with the Medicare obstacle. He is a member of the Pennsylvania Bar Association (Workers' Compensation Section). Mr. Goldstein earned his B.A. degree from Lafayette College and his J.D. degree from Rutgers University at Camden.

MARK S. KARDOS is the principal in the law offices of Kardos & Goch, where he practices in the areas of personal injury and medical malpractice. Mr. Kardos has litigated several medical malpractice cases to a verdict, some of which have been noted in the Pennsylvania Jury Reporter and the Philadelphia Trial Lawyers' The Verdict. The parties in more than 1,400 cases involving UM and UIM law have chosen him as arbitration chairman. Mr. Kardos is a former instructor of business and real estate law at Temple University. He earned his B.S. degree from Millersville University and his J.D. degree from the University of Baltimore Law School. Mr. Kardos is a member of the Philadelphia Trial Lawyers Association.

MICHAEL F. SCHLEIGH is an associate with Wright & O'Donnell, PC, with offices in Conshohocken, Pennsylvania, and Iselin, New Jersey, where he handles insurance defense and coverage litigation matters. He has handled numerous arbitrations and has served as second chair in bench and jury trials in Pennsylvania and New Jersey state and federal courts. Mr. Schleigh previously handled premises liability, medical malpractice, toxic tort and motor vehicle cases. He handles construction litigation, premises liability, product liability, insurance coverage defense, construction litigation and bad faith litigation cases for the firm. While in law school, Mr. Schleigh interned for the late Honorable Myrna B. Field, drafting opinions in both civil and criminal matters, and also was authorized to practice in Philadelphia Municipal Courts, where he personally defended indigent tenants in eviction actions, including appeals to Common Pleas Court. In addition, he researched and wrote the legal brief that served as the basis of the New Jersey State Court System expanding a pilot jury questionnaire program. After law school, Mr. Schleigh clerked for the Honorable William Cook of the Superior Court of New Jersey law division, working on both civil and criminal matters and drafting opinions of the court. He lectures as a mock trial instructor for Temple University's James E. Beasley School of Law Masters in the Trial Advocacy Program on trial advocacy issues. Mr. Schleigh has numerous published articles on various issues concerning litigation and coverage issues. He can be reached at mschleigh@wright-odonnell.com.

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Phone: 866-240-1890

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