Medicare, Medicaid, and ERISA Liens: Top 30 Pitfalls to Avoid

Agenda / Content Covered

1. 8 Medicare Lien Landmines to Watch Out for
   10:00 - 11:00, Aaron P. Frederickson
2. 5 Examples of What NOT to Do with Medicare Set-Asides
   11:15 - 12:00, Aaron P. Frederickson
3. 4 Medicaid Lien Pitfalls to Avoid
   12:00 - 12:45, Deborah Robinson-Stewart
4. 6 ERISA Lien Traps for the Unwary
   1:15 - 2:15, Deborah Robinson-Stewart
5. 7 Mistakes Attorneys Make When Negotiating and Reducing Liens
   2:15 - 3:00, Deborah Robinson-Stewart
6. Bonus: Staying Out of Hot Water with Other Liens (Medical Provider, VA, Workers' Comp, etc.)
   3:15 - 4:00, Aaron P. Frederickson
7. Legal Ethics
   4:00 - 5:00, Aaron P. Frederickson
   1. Obligations to Third Parties
   2. Due Diligence - Identifying ALL Possible Liens
   3. Competence
   4. Safekeeping Client Funds

Accreditation Details:

Aaron P Frederickson is the founder of MSP Compliance Solutions, LLC. He has legal practice experience in the areas of workers' compensation, personal injury and Medicare compliance. Mr. Frederickson is also a health insurance professional and has been licensed to practice law in Minnesota since 2002, as well as Wisconsin since 2008. In addition to working on highly regulated matters, Mr. Frederickson has litigated countless cases and founded a compliance consulting firm where he helped numerous individuals from diverse backgrounds across the United States. He also assists low income persons via pro bono legal representation. Mr. Frederickson earned his B.A. degree from St. Cloud State University and his J.D. degree from William Mitchell College of Law in St. Paul, Minnesota. He is an active member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP) and the Hennepin County Bar Association (HCBA).

Deborah Robinson-Stewart is with Genex Services LLC, and is the national manager of Medicare Services. Ms. Robinson-Stewart is responsible for the daily operations and oversight of the department. She is experienced in handling Medicare secondary payer compliance matters and stays on top of legal and regulatory developments and emerging policy changes that impact the workers' compensation, managed care, and Medicare fields. Ms. Robinson-Stewart routinely consults with clients on medically and legally challenging cases and provides guidance on compliance issues stemming from settlement of workers’ compensation and liability claims. Her prior experience includes working as a CMS contractor adjudicating healthcare disputes involving Medicare services and Medicare secondary payer matters. She was also engaged in the practice of law representing clients in personal injury, medical negligence, workers’ compensation, insurance coverage, and estate matters. Ms. Robinson-Stewart has a J.D. degree from Villanova University School of Law and B.A. degree from the University of Virginia. She is a member of the Pennsylvania Bar Association, a volunteer with Neighborhood Meals on Wheels and a member of the Board of the Neighborhood Bike Works.