Personal Injury & Negligence

4.54

Medicare Set-Asides (MSAs) in Personal Injury Cases

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
1 hours 3 minutes
Aaron Frederickson
With Aaron P. Frederickson from MSP Compliance Solutions, LLC
Recorded November 19, 2025.
Product ID 101231

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Overview

LMSAs Made Easy With How-tos and Sample Language

Medicare Set-Asides (MSAs) are often misunderstood and overlooked, but getting it wrong can lead to serious issues for clients and you. This course will walk you through the Medicare Secondary Payer (MSP) statute, CMS guidelines, and the steps for setting aside future medical funds correctly. Ensure your settlements are compliant and your clients' future healthcare needs are secure - register today!

  • Determine when an LMSA is advisable (or necessary) and when you can avoid it.
  • Accurately calculate future medical costs to avoid overfunding or underfunding the LMSA.
  • Discover how and when to put together a LMSA proposal and submit it for CMS approval.
  • Review sample MSA proposal and settlement language you can adapt for your own use.

Abbreviated Agenda

  1. The Medicare Secondary Payer (MSP) Statute
  2. Centers for Medicare & Medicaid Services (CMS): Role and Guidelines
  3. When Are Liability Medicare Set-Asides (LMSAs) Warranted?
  4. How Medicare's Recovery Rights Intersect With MSAs
  5. Calculating Future Medical Expenses and MSAs
  6. When and How to Submit LMSA Proposals to CMS
  7. MSA Funding, Administration, and Initial and Ongoing Reporting
  8. Sample MSA Proposal and Settlement Agreement Language

Related Topics

Product ID 101231

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Medicare Set-Asides (MSAs) in Personal Injury Cases

    1. The Medicare Secondary Payer (MSP) Statute
    2. Centers for Medicare & Medicaid Services (CMS): Role and Guidelines
    3. When Are Liability Medicare Set-Asides (LMSAs) Warranted?
    4. How Medicare's Recovery Rights Intersect With MSAs
    5. Calculating Future Medical Expenses and MSAs
    6. When and How to Submit LMSA Proposals to CMS
    7. MSA Funding, Administration, and Initial and Ongoing Reporting
    8. Sample MSA Proposal and Settlement Agreement Language

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Aaron P Frederickson
Aaron P.
Frederickson
MSP Compliance Solutions, LLC
Speaker bio
Aaron P Frederickson

Aaron P. Frederickson

MSP Compliance Solutions, LLC
Aaron Frederickson

is the founder of MSP Compliance Solutions, LLC. He has legal practice experience in the areas of workers' compensation, personal injury and Medicare compliance. Mr. Frederickson is also a health insurance professional and has been licensed to practice law in Minnesota since 2002, as well as Wisconsin since 2008. In addition to working on highly regulated matters, he has litigated countless cases and founded a compliance consulting firm, where he helped numerous individuals from diverse backgrounds across the United States. Mr. Frederickson also assists low income persons via pro bono legal representation. He earned his B.A. degree from St. Cloud State University and his J.D. degree from William Mitchell College of Law in St. Paul, Minnesota. Mr. Frederickson is an active member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP) and the Hennepin County Bar Association (HCBA).

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