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. Protecting Supplemental Security Income and Medicaid Eligibility: Special Needs Trusts
5. Maintaining an Ethical Practice

1. Taking Medicare's Interests Into Consideration: Mandatory Insurer Reporting
   9:00 - 10:30, John M. Swietlik
   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
   10:45 - 12:00, Jennifer C. Jordan
   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
   1:00 - 2:30, Jennifer C. Jordan
   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. Protecting Supplemental Security Income and Medicaid Eligibility: Special Needs Trusts
   2:45 - 3:30, John A. Stocking
   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
5. Maintaining an Ethical Practice
   3:30 - 4:30, Paul R. Hoefle
   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

PAUL R. HOEFLE is a partner in the Milwaukee law firm of The Schroeder Group, S.C., Attorneys at Law, where his principal areas of practice are personal injury, product liability, commercial litigation and insurance coverage. Mr. Hoefle earned his B.S. degree, summa cum laude, from the University of Illinois and his J.D. degree from the University of Michigan, Ann Arbor. He is a member of the Milwaukee County and Waukesha County bar associations, and the State Bar of Wisconsin, the Wisconsin Academy of Trial Lawyers (member, Board of Directors), the American Justice Association, and the Public Justice Foundation.

JENNIFER C. JORDAN is General Counsel and a founding member of MEDVAL, LLC. Starting with the first CMS memo on MSAs and workers' compensation, she has focused on providing practical advice and in-depth knowledge to virtually every type of entity subject to Medicare Secondary Payer (MSP) compliance. From MSAs to MMSEA reporting, Ms. Jordan counsels clients while monitoring the legal landscape to identify and analyze emerging legal issues and trends affecting MSP impact and compliance. She is recognized as a leading authority on Medicare Secondary Payer compliance and has devoted much time to educating attorneys and other professionals. Ms. Jordan is Editor-in-Chief of The Complete Guide to Medicare Secondary Payer Compliance, published by LexisNexis. Her article, "Medicare Secondary Payer Enforcement: Shifting the Burden of Medicare to the Private Sector" was published in The Brief, the magazine of the Tort and Insurance Practice Section of the American Bar Association. Ms. Jordan recently received the 2010 Workers' Compensation Notable Person Award from LexisNexis. She is a frequent presenter in her areas of practice. Ms. Jordan also is designated as an expert witness by the U.S. Department of Justice for her extensive knowledge of MSP issues. She earned her B.A. degree from Virginia Polytechnic Institute and State University, her M.B.A. degree from the University of Baltimore, Robert G. Merrick School of Business, and her J.D. degree from the University of Baltimore, School of Law, where she was a member of the Law Review and acting Editor-in-Chief of the University of Baltimore Intellectual Property Law Journal.

JOHN A. STOCKING is a partner in the Milwaukee law firm of Petrie & Stocking S.C., where his areas of practice include estate planning for parents of people with disabilities, and elder and probate law. He frequently speaks on elder law, estate planning and special needs trusts to various professional groups. Mr. Stocking is a member of the Milwaukee Bar Association, the State Bar of Wisconsin and the Milwaukee Estate Planning Council. He earned his B.S. degree from Yale University, and his J.D. and M.A. degrees from the University of Wisconsin.

JOHN M. SWIETLIK is a shareholder with the Milwaukee law firm of Kasdorf, Lewis & Swietlik, where he practices in the areas of insurance law and civil litigation. He has lectured on various insurance and civil litigation issues. Mr. Swietlik earned his B.S. degree from the University of Wisconsin-Stevens Point and his J.D. degree from Marquette University. He is a member of the State Bar of Wisconsin (member, Litigation Section), the American Bar Association (member, Litigation Section), the Wisconsin Academy of Trial Lawyers and the Civil Trial Counsel of Wisconsin.

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