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, Eric S. Wiener
   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, Margaret A. O'Reilly
   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 - 2:15, James R. Becker
   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
   2:30 - 3:30, James R. Becker
   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
   3:30 - 4:30, Margaret A. O'Reilly
   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. BECKER is a sole practitioner in Fairfax, Virginia, where he concentrates on prosecuting bodily injury and workers' compensation claims for the claimant. Mr. Becker earned his B.A. degree from Virginia Tech and his J.D. degree from George Mason University School of Law, where he also was editor of the Law Review. He is a member of the Fairfax Bar Association and is admitted to practice before the Virginia Supreme Court, the District of Columbia Court of Appeals, the U.S. District Court for the Eastern and Western Districts of Virginia, the U.S. Court of Appeals, 4th Circuit, and the U.S. District Court for the District of Columbia.

MARGARET A. O'REILLY is a partner in the Fairfax law firm of Cossa, Gray and O'Reilly, PLC, where she brings more than 30 years of legal experience with the last 12 years concentrating in the estate planning and elder law fields. Her practice includes representing clients in a variety of matters such as estate planning, elder law, estate administration, benefits eligibility, healthcare decision making, guardianship probate, long term care planning options, assisted living and other congregate community contracts, long term care insurance coverage and nursing home issues. Ms. O'Reilly has lectured to various professional, legal and community groups on her areas of practice. She is certified as an elder law attorney by the National Elder Law Foundation, and has been elected to the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys. Ms. O'Reilly is a former adjunct professor of health care law at Suffolk University in Boston, and also taught trusts and estates at Northeastern University School of Law in Boston. She is admitted to practice in Virginia and Massachusetts and before the Supreme Court of Virginia, the Supreme Judicial Court of Massachusetts, the U.S. District Court (District of Massachusetts) and the U.S. Court of Appeals (1st Circuit). Ms. O'Reilly is a life fellow of the Massachusetts Bar Foundation and a member of the National Academy of Elder Law Attorneys and serves on the board of directors of the Virginia chapter. She earned her B.S. degree from Duke University and her J.D. degree from Northeastern University.

ERIC S. WIENER is a sole practitioner in Arlington, Virginia, where he practices in the areas of workers' compensation, personal injury and business law. He has spoken previously on workers' compensation and auto claims and speaks regularly for National Business Institute. Mr. Wiener is admitted to practice in Virginia, the District of Columbia, the U.S. Court of Appeals for the District of Columbia Circuit and the U.S. Court of Appeals, 4th Circuit. He earned his B.A. degree from the College of William and Mary and his J.D. degree from George Mason University School of Law. Mr. Wiener is a member of the Arlington County and Virginia bar associations and the District of Columbia Bar.

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