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

A live 90-minute CLE webinar with interactive Q&A


Wednesday, May 17, 2017
1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, April 28, 2017


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.

Description

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.

Outline

  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

Benefits

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

Faculty

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.

Additional faculty to be announced.


Live Webinar

Live Webinar $147.00

Includes Early Discount Savings of $50.00 (through 04/28/17)

Add a colleague on the same connection in the same room for only $97.00 in the shopping cart or by calling customer service.

This webinar is eligible for at least 1.5 general CLE credits.

CLE credits are not available for PR.

*In KS, OH, PA, for more than 1 attendee on the connection you must contact Strafford CLE via email or call 1-800-926-7926 ext. 35 prior to the program for special instructions.


Recordings

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 $147.00
Available 48 hours after the live event

Includes Early Discount Savings of $50.00 (through 04/28/17)

How does this work?


Recorded Event

Includes full event recording plus handouts (available after live webinar).

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.)

Strafford will process CLE credit for one person on each recording.

Additional copies of a recording can be purchased at a discount. Please call Strafford Customer Service toll-free at 1-800-926-7926 ext 10 or email customerservice@straffordpub.com to place your order.

Recorded Webinar Download $147.00
Available 48 hours after the live event

Includes Early Discount Savings of $50.00 (through 04/28/17)

How does this work?

Recorded Audio Download (MP3) $147.00
Available 24 hours after the live event

Includes Early Discount Savings of $50.00 (through 04/28/17)

How does this work?

DVD (Slide Presentation with Audio) $147.00 plus $9.45 S&H
Available ten business days after the live event

Includes Early Discount Savings of $50.00 (through 04/28/17)

How does this work?


Registration Plus Recorded Event

Best value!

Live Webinar & Webinar Download $224.00

Includes Special Savings of $170.00 (through 04/28/17)

Live Webinar & Audio Download $224.00

Includes Special Savings of $170.00 (through 04/28/17)

Live Webinar & DVD $224.00 plus $9.45 S&H

Includes Special Savings of $170.00 (through 04/28/17)


Webinar

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.

Early Registration
Discount Deadline
April 28, 2017
(4 days)

or call 1-800-926-7926

Can't Attend the Live Program?

CLE Credits By State

See CLE State Map >

or call 1-800-926-7926

Customer Reviews

The webinar was well-presented, interesting and informative.

Randi Saul-Olson

McKinney, Wainwright & Saul-Olson

I liked the practical and specific tips.

Natalie Lyons

The Cannon Law Firm

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

Derek M. Baroumes

Baroumes & Bruen

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

David Lawrenz

Hinkle, Hensley, Shanor & Martin

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

Partner

Reed Smith

Jeffrey J. Fowler

Counsel

O’Melveny & Myers

Jonathan Evan Goldberg

Partner

Vandenberg & Feliu

Mark E. Goodman

Shareholder

Capes Sokol Goodman & Sarachan

Dean D. Hunt

Partner

Baker & Hostetler

Michael E. Lackey, Jr.

Partner

Mayer Brown

Stephen Paffrath

Associate

Greenberg Traurig

Anthony T. Pierce

Partner

Akin Gump Strauss Hauer & Feld

Robert B. (Barry) Wiggins

Director

Deloitte Financial Advisory Services

or call 1-800-926-7926

Our Guarantee

Strafford webinars are backed by our 100% Unconditional Money-Back Guarantee: if you are not satisfied with any of our products, simply let us know and get a full refund. For more information regarding complaints and refunds, please contact us at 1-800-926-7926 ext 10. Complaints regarding this program can be submitted via the course evaluation found in the “Thank you” e-mail at the end of the course.