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Overview
Investigation Insights, Negotiation Tips, and Much More
Insurance companies and healthcare providers have a right to be reimbursed for accident-related medical payments and services made on the plaintiff's behalf, but that doesn't mean you should hand over that hard-won settlement or judgment. Protecting your client's interests means taking advantage of every opportunity to reduce those liens down or even eliminate them entirely. Join our knowledgeable faculty for a full day of focused insights on lien reduction and compliance. Minimize headaches and hassle when dealing with frustrating liens on personal injury settlements - register today!
- Get a practical refresher and update on the cases that have shaped lienholders' rights.
- Leave no stone unturned: track down every potential lien and avoid unpleasant surprises down the road.
- Receive tailored strategies for negotiating different types of liens.
- Know what steps you must take to ensure full compliance with the Medicare Secondary Payer law.
- Determine when and how you must protect Medicare's future interests with a set-aside arrangement.
Abbreviated Agenda
- Refreshers and Updates
- Steps and Best Practices Reminders to Approaching Lien Claims
- Minimizing (and Eliminating) Liens: Negotiation Tips and Tactics
- Legal Ethics
- Dealing With Medicare, Medicaid, and Other Government Liens
- Medicare Set-Asides
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 07-22-2027 |
| Alabama CLE |
|
6 Total | 12-31-2025 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 07-22-2027 |
| California CLE |
|
6 Total | 07-22-2027 |
| Colorado CLE |
|
7 Total | 12-31-2027 |
| Connecticut CLE |
|
6 Total | 07-22-2027 |
| Delaware CLE |
|
6 Total | 07-22-2027 |
| Florida CLE |
|
7 Total | 01-31-2027 |
| Georgia CLE |
|
6 Total | 12-31-2025 |
| Hawaii CLE |
|
6 Total | 07-22-2027 |
| Iowa CLE |
|
6 Total | 07-22-2026 |
| Idaho CLE |
|
6 Total | 07-22-2030 |
| Illinois CLE |
|
6 Total | 07-21-2027 |
| Indiana CLE |
|
6 Total | 07-22-2026 |
| Kansas CLE |
|
7 Total | 07-21-2026 |
| Kentucky CLE |
|
6 Total | 06-30-2026 |
| Louisiana CLE |
|
6 Total | 07-22-2026 |
| Maine CLE |
|
6 Total | 07-21-2027 |
| Minnesota CLE |
|
6 Total | 04-17-2027 |
| Missouri CLE |
|
6 Total | 07-22-2027 |
| Northern Mariana Islands CLE |
|
6 Total | 07-22-2027 |
| Mississippi CLE |
|
6 Total | 07-31-2026 |
| Montana CLE |
|
6 Total | 07-22-2028 |
| North Carolina CLE |
|
6 Total | 02-28-2026 |
| North Dakota CLE |
|
6 Total | 07-22-2028 |
| Nebraska CLE |
|
6 Total | 07-22-2027 |
| New Hampshire CLE |
|
6 Total | 07-22-2028 |
| New Jersey CLE |
|
7.2 Total | 04-14-2026 |
| New Mexico CLE |
|
6 Total | 07-22-2027 |
| Nevada CLE |
|
6 Total | 07-22-2028 |
| New York CLE |
|
7 Total | 07-22-2028 |
| Ohio CLE |
|
6 Total | 12-31-2025 |
| Oklahoma CLE |
|
7 Total | 07-22-2027 |
| Oregon CLE |
|
6 Total | 07-22-2028 |
| Pennsylvania CLE |
|
6 Total | 07-22-2027 |
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
| South Carolina CLE |
|
6 Total | 12-31-2025 |
| Tennessee CLE |
|
6 Total | 07-21-2027 |
| Texas CLE |
|
6 Total | 06-30-2026 |
| Utah CLE |
|
6 Total | 12-31-2025 |
| Virginia CLE |
|
6 Total | 10-31-2026 |
| Vermont CLE |
|
6 Total | 07-22-2027 |
| Washington CLE |
|
6 Total | 07-21-2030 |
| Wisconsin CLE |
|
7 Total | 12-31-2026 |
| West Virginia CLE |
|
7.2 Total | 07-22-2027 |
| Wyoming CLE |
|
6 Total | 04-14-2026 |
Select Jurisdiction
CLE
Agenda
-
Refreshers and Updates
- Lien vs. Subrogation
- Contractual vs. Statutory Liens (and Why it Matters)
- Relevant Rules and Statutes
- A Closer Look at the Made Whole and Common Fund Doctrines
- Must-Know Cases That Have Shaped This Area of Law
- Case Law Updates
- Latest CMS Regulations and Guidance
-
Steps and Best Practices Reminders to Approaching Lien Claims
- Finding and Investigating ALL Liens and Claims
- Determining the Validity and Priority of Liens
- Tracking and Calculating Liens
- Keeping Your Client Informed
- Communicating With Lien Claimants
- Letter of Protection
- Lien Reduction Letters
- Settlement Considerations and Strategies
- On a Side Note: Unpaid Bills and Liens - Admissible at Trial?
-
Minimizing (and Eliminating) Liens: Negotiation Tips and Tactics
- Hospital Liens
- MedPay Claims for Reimbursement
- ERISA Liens
- Other Health Insurance Liens
- Workers' Compensation Liens
- Other Common & Not-So-Common Liens
-
Legal Ethics
- Conflicts of Interest
- Ethical and Fiduciary Obligations When Dealing With Lien Claims
- Using Lien Resolution Services
- Supervising Non-Attorneys
- Attorneys' Fees
-
Dealing With Medicare, Medicaid, and Other Government Liens
- Medicare Secondary Payer Act
- Handling Medicare Liens and Navigating the MSPRP
- Dealing With Medicaid Liens
- VA or Tricare Liens
- Special Needs Trusts and Personal Injury Settlements
-
Medicare Set-Asides
- Liability Medicare Set-Asides (LMSAs)
- No-Fault Medicare Set-Asides (NFMSAs)
- Workers' Compensation Medicare Set-Asides (WCMSAs)
- Medicaid Set-Asides - Will They Happen?
Who Should Attend
This program is designed for attorneys. Insurance professionals and paralegals may also benefit.
Speakers
Speaker bio
Thomas R. Benton
is a trial attorney with Kenneth J. Allen Law Group, where he practices in the areas of personal injury, wrongful death, work related and appellate advocacy. Mr. Benton earned his B.S. degree in political science from Ball State University, his Master of Arts in economics from Indiana University and his J.D. degree from Rutgers University School of Law. He is admitted to practice in U.S. District Court for the Northern District of Indiana, Supreme Court of Indiana and the Supreme Court of Illinois.
Speaker bio
Christine Hummel
is the president and founder of Hummel Consultation Services, a national legal consultation practice specializing in the application of the Medicare Secondary Payer Act to workers' compensation, liability and no-fault cases. She is an active attorney with licensure in the state of Colorado. With more than 19 years of experience in Medicare compliance, Ms. Hummel is a published author and popular speaker on a wide array of topics related to Medicare compliance. She is a member of the American Bar Association (Health Law Section) and Colorado Bar Association. Ms. Hummel's legal experience work includes Medicaid, probate and elder law. She donates a significant amount of time volunteering with the Federal Park Service, giving presentations on the roles of women during the American War of Independence. Ms. Hummel earned her B.S. degree from the University of Southern California and her J.D. degree from the University of Denver College of Law.
Speaker bio
J. Bryan Moseley
is a partner in the Murfreesboro, Tennessee law firm of Moseley & Moseley, Attorneys at Law, where his main areas of practice are premises liability and civil rights litigation. He also handles general personal injury cases and some other civil litigation. Mr. Moseley is a frequent speaker on personal injury and subrogation topics for National Business Institute. He is a member of the American Board of Trial Advocates (ABOTA) where he has served as the president of the Tennessee Chapter. He is also a member of the Tennessee Bar Association and the American Association for Justice. Mr. Moseley is a member of the ICC (International Code Council) and ASTM International (American Society for Testing and Materials). He earned his B.A. degree, cum laude, from Middle Tennessee State University; and his J.D. degree, magna cum laude, from the University of Tennessee College of Law.
Speaker bio
Peter L. Ostermiller
is a sole practitioner concentrating in legal ethics and professional responsibility matters. In 1980 he obtained his license to practice law in Kentucky. His legal ethics and professional responsibility law practice began in the mid -1980s and, since the mid-1990s has been his practice concentration. He represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. Mr. Ostermiller has also represented parties in attorney's fee dispute proceedings, and attorneys in legal proceedings in which sanctions have been sought against the attorney. He has represented parties in attorney disqualification proceedings and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. He also serves as an expert witness at the state and federal level regarding legal ethics and professional responsibility matters. Mr. Ostermiller is a member of the Kentucky Bar Association, Louisville Bar Association and Association of Professional Responsibility Lawyers. Mr. Ostermiller earned his B.A. and J.D. degrees from the University of Louisville.
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