Protecting Personal Injury Settlement Proceeds and Public Benefits Using Advanced Special Needs Planning Techniques

Recording of a 90-minute CLE webinar with Q&A

Conducted on Wednesday, May 17, 2017
Recorded event now available

This CLE webinar will provide guidance to personal injury counsel for using advanced special needs settlement planning techniques to help protect their clients’ personal injury settlement proceeds and preserve their rights to public benefits including Medicare, Medicaid and SSI. The panel will discuss the benefits and risks of using these planning devices to ensure a consistent and predictable income stream. The panel will also review legal and ethical traps for unwary personal injury counsel when advising clients on special needs settlement planning issues.


Personal injury victims with catastrophic injuries have unique needs when it comes to settling their personal injury lawsuits. Determining how to distribute their settlement proceeds to ensure a consistent and predictable flow of income for medical and living expenses and protect their client’s public benefits is a critical consideration for personal injury counsel.

Counsel must consider how victims’ future healthcare will be obtained and paid for, including an analysis of whether to keep Medicaid in place or take advantage of an ACA healthcare exchange plan. Counsel must also ensure that future Medicare eligibility is not jeopardized when determining how to distribute settlement proceeds.

Should the settlement be structured? Should a trust be utilized? If so, what type of trust needs to be created?

Listen as our authoritative panel discusses how a comprehensive special needs settlement plan can be used to help personal injury victims protect their personal injury settlement proceeds and preserve their rights to Medicare, Medicaid and SSI.


  1. Overview, benefits and risks
    1. Structured settlements
    2. Pooled trusts
      1. Special needs trusts
      2. Medicare set aside trusts
      3. Settlement management trusts
  2. Legal and ethical considerations
  3. Tax issues


The panel will review these and other key issues:

  • How counsel can help personal injury victims preserve their rights to Medicare, Medicaid and SSI through pooled trusts
  • How settlement planning devices can benefit victims in catastrophic personal injury settlements
  • The legal and ethical risks of using these planning devices


Jason D. Lazarus, J.D., LL.M., CSSC, MSCC, Founding Principal and CEO
Synergy Settlement Services, Orlando, Fla.

Mr. Lazarus focuses on healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services and structured settlements. He is also managing partner and founder of the Special Needs Law Firm, a Florida law firm that provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance.


CLE On-Demand - Streaming Video

Includes recorded streaming video of full program plus PDF handouts.

On-demand is the only recorded format recognized for CLE credits in DE, IN, KS, LA, MS, NC, OH, OK, SC, TN, VA, WI.

AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN*, KS, KY, LA, ME, MN, MO, MT, NC, ND, NH**, NJ, NM, NV, NY, OH*, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

*Only available for attorneys admitted for more than two years. For OH CLE credits, only programs recorded within the current calendar year are eligible - contact the CLE department for verification.

**NH attendees must self-determine if a program is eligible for credit and self-report their attendance.

CLE On-Demand Video $197.00

How does this work?

Recorded Event

Includes full event recording plus handouts.

Strafford is an approved provider and self-study CLE credit is available in most states.

AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KY, ME, MN, MO, MT, ND, NJ, NM, NY, OR, PA, TN, TX, UT, VT, WA, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

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Recorded Audio Download (MP3) $197.00

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DVD (Slide Presentation with Audio) $197.00 plus $9.45 S&H

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Strafford webinars offer several options for participation: online viewing of speaker-controlled PowerPoint presentations with audio via computer speakers or via phone; or audio only via telephone (download speaker handouts prior to the program).  Please note that our webinars do not feature videos of the presenters.

Program Materials

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Program Materials

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CLE Credits

Many states grant CLE credits for on-demand streaming audio programs and recorded events. Our programs are pre-approved in many states. Refer to our state CLE map for state-specific information.

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Customer Reviews

I liked the practical and specific tips.

Natalie Lyons

The Cannon Law Firm

Overall, a very good presentation. For my practice, the presentation was relevant and highly informative.

David Lawrenz

Hinkle, Hensley, Shanor & Martin

The webinar was well-presented, interesting and informative.

Randi Saul-Olson

McKinney, Wainwright & Saul-Olson

The relevance of the material and impact on the PI practice area was greatly appreciated.

Derek M. Baroumes

Baroumes & Bruen

Great content, including everyday examples, provided by each speaker.

Tim Reed

Duncan Firm

or call 1-800-926-7926

Litigation Advisory Board

David R. Cohen


Reed Smith

Jeffrey J. Fowler


O’Melveny & Myers

Jonathan Evan Goldberg



Mark E. Goodman


Capes Sokol Goodman & Sarachan

Dean D. Hunt


Baker & Hostetler

Michael E. Lackey, Jr.


Mayer Brown

Stephen Paffrath


Greenberg Traurig

Anthony T. Pierce


Akin Gump Strauss Hauer & Feld

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