Join The Centers for a presentation as they discuss public benefits while taking Medicare's interest into account.  They will focus their presentation around special needs trusts, lien resolution, and Medicare set asides.  Join us for this dynamic presentation so that you can better serve your clients.  Space is limited so be sure to register today!  

CLE: Attorneys are requested to self-report
Seminar Objectives
  • To determine the difference between Medicare/Medicaid and SSDI/SSI.
  • To discuss the truth about the reporting requirements imposed on Carriers and how to deal with the Carrier when they ask for specific information regarding a client.
  • To determine the steps an attorney should be taking prior to settlement to help resolve public benefit issues.
  • To discuss how to ensure a client will continue to receive their benefits post settlement.
Seminar Information
Date Presented:
February 13, 2012 2:00 PM Eastern
Length:
1 hour, 30 minutes
Protecting Your Client's Public Benefits: Special Needs Trusts, Lien Resolution & Medicare Set Asides
Presentation Outline:

1. Introduction to Public Benefits
What is the difference between Medicare and Medicaid as well as SSDI and SSI. Ways to determine what benefits a client is receiving or may be eligible for.
  • a. Social Security Disability Income / Medicare: Entitlement programs
  • b. Supplemental Security Income / Medicaid: Needs based

2. Initial Reporting

What is the truth about the reporting requirements imposed on Carriers and how to deal with the Carrier when they ask for specific information regarding a client?
  • a. Carrier Responsibility

3. Pre‐Settlement

What are the steps an attorney should be taking prior to settlement to help resolve public benefit issues?

  • a. Lien
             i. Status Verification
             ii. Conditional Payments
             iii. Disputing Unrelated Charges
  • b. Medicare Set‐Asides (MSAs)
             i. Allocation Process

4. Settlement
What to do to insure a client will continue to receive their benefits post
settlement? What is the responsibility of the attorney and the client?
  • a. Final Demand Letter and Payment within 60 days
  • b. Special Needs Trusts (SNTs)
  • c. MSA Approval

5. Post Settlement

What does a client’s future hold?
  • a. MSA Administration
            i. Self‐Administration
            ii. Professional Administration
  • b. SNT Administration

Speaker Information
Todd J. Belisle
Katherine Bell   [ view bio ]
Caitlin Govoni   [ view bio ]
Individual topic purchase: Selected