Personal Injury Settlements for Severely Injured Plaintiffs: Special Needs Planning
Evaluating Trusts, Resolving Liens, Arranging Medicare Set-Asides, and More
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide practitioners with an overview of the factors to consider prior to settling a personal injury case involving a special needs plaintiff. The panel will discuss reviewing public assistance benefits, structuring a settlement and resolving liens, and setting up a special needs trust.
Outline
- Resolving Medicare and Medicaid liens
- Medicare set-asides
- Preserving eligibility for public assistance benefits
- Medicare
- Medicaid
- Social Security
- Structured settlements
- Special needs trusts
Benefits
The panel will review these and other key questions:
- What are the differences in protecting Medicare benefits and Medicaid benefits?
- How should payment of a lien be structured?
- When should a special needs trust be considered?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
John Cattie
Head, Future Cost of Care Practice
Garretson Group
He heads the Future Cost of Care Practice. In this role, he counsels attorneys nationwide with respect to Medicare... | Read More
He heads the Future Cost of Care Practice. In this role, he counsels attorneys nationwide with respect to Medicare compliance under the Medicare Secondary Payer Act. In particular, he advises attorneys on the applicability and use of Medicare Set-aside Arrangements (“MSAs”) as a part of workers’ compensation, liability and no-fault settlements.
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David P. Pollan
Partner
The Pollan Law Firm
Mr. Pollan has been practicing exclusively in the area of elder law and special needs issues affecting the younger... | Read More
Mr. Pollan has been practicing exclusively in the area of elder law and special needs issues affecting the younger disabled community since 1990. is uniquely qualified to assist the elder and younger disabled with eligibility in all classes of Medicaid including Nursing Home Medicaid and the waivered, home and community based programs.
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