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 - 10:15, Carrie T. Taylor
   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
   10:30 - 11:45, Dennis Murnick
   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, Carrie T. Taylor
   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, James P. Alder
   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
   3:15 - 4:30, James P. Alder
   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 P. ALDER is a partner in the Salt Lake City law firm of Alder & Robb, P.C. Mr. Alder has been an attorney for more than 14 years and focuses his practice on wills and trusts, business law, probate and trust administration, elder law, and related areas. He is a member of the Salt Lake Estate Planning Council, WealthCounsel and the Utah State Bar (Estate Planning Section and Elder Law Section). Mr. Alder also is a member of the Board of Directors for the Utah Chapter of the Alzheimer's Association and serves on the advisory committee for Best Buddies, a special needs organization. He has been named as a Utah Legal Elite in Estate Planning by Utah Business Magazine. Mr. Alder earned his B.S. and L.L.M degrees from Utah State University and his J.D. degree from Brigham Young University.

DENNIS MURNICK is the Technical Services Director of Ringler Medicare Solutions, Inc. He earned his B.A. degree from the University of Illinois and has worked in the insurance industry for the past 42 years. For the last twelve years, Mr. Murnick has been specializing in MSA / Medicare issues. He has authored and taught "The Art of Negotiations," a continuing education course for the Columbus Ohio Bar Association, as well as "Structured Settlements: A Useful Tool for the Claim Professional" and his newly authored "The New World of Medicare." Mr. Murnick's "The New World of Medicare" has been certified by the State Bar of Wisconsin for continuing legal education hours and presented at Wisconsin legal seminars. He is a regularly featured speaker to insurance companies, third party administrators and law firms on MSA / Medicare issues.

CARRIE T. TAYLOR is a shareholder of Richards, Brandt, Miller & Nelson, P.C., where her areas of practice include workers' compensation, medicare compliance and personal injury. She has presented at numerous workers' compensation seminars and workshops. Before her tenure with the Workers' Compensation Fund, Ms. Taylor, who is a registered nurse, practiced in the area of medical malpractice defense. She has lectured at various hospitals and colleges of nursing on the topics of medical and nursing malpractice, and also has presented at numerous workers' compensation seminars and workshops. Ms. Taylor is admitted to practice in the state of Utah and has served on the Legal/Health Care Committee of the Utah State Bar and presently serves on its Bar Examiners Committee. She has served as Judge Pro Tempore for the 3rd Circuit Court, Small Claims Division, and on the Community Advisory Board for the Junior League of Salt Lake City. Ms. Taylor earned her B.S. degree from the University of Utah and her J.D. degree from Bringham Young University, J. Reuben Clark Law School.

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