Art of Settlement - Regulatory Compliance when Settling Catastrophic Claims

25 Sep , 2025

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This 1-hour program provides a comprehensive exploration of the ethical and compliance challenges in settling catastrophic personal injury cases. The program covers key topics such as navigating Medicaid, SSI, Medicare, and SSDI benefits, resolving Medicaid and Medicare liens, and understanding Medicare Secondary Payer obligations. Attendees will also learn about the ethical considerations of outsourcing lien resolution, resolving ERISA, FEHBA, and military liens. This presentation is critical for personal injury attorneys to ensure they close cases compliantly and avoid potential ethical pitfalls in the settlement process. 

Bullet Point Syllabus: 

1. Ethical Issues at Settlement: ABA Model Rules 1.0(e) and 2.1

2. Government Benefits Insights

Medicaid & SSI

Medicare & SSDI

Medicare Secondary Payer

Total MSP Compliance

MSAs

3. Lien Resolution

Outsourcing Lien Resolution - why and how to do so ethically

Medicare Conditional Payments/Medicare Advantage

Medicaid Lien Resolution

ERISA Lien Resolution

FEHBA & Military Lien Resolution

 

To register for the upcoming live webinar, please check back later.

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