Personal Injury & Negligence

4.42

Minimizing ERISA, Medicare, Medicaid, and Workers' Compensation Liens

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 52 minutes
Jay Bernstein
Mitchell Panter
Miranda Hanley
With Jay H. Bernstein from Kirsch, Stone & Morgan P.A. + 2 others
Recorded May 13, 2024
Product ID 98467

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Overview

Put More Money in Your Clients' Pockets

Liens can take a big cut of a personal injury settlement or judgment if you don't know how to negotiate them down. This guide will reveal the best ways to minimize and eliminate common liens - and also stay compliant - so you can protect your clients' interests. Build your lien resolution skills - register today!

  • Find out how to effectively negotiate ERISA liens down.
  • Determine when and how to seek a Medicare lien waiver or reduction.
  • Discover practical tips for mitigating Medicare set-asides.
  • Explore best practices for working with Medicaid agencies and negotiating liens.
  • Gain pointers for reducing or eliminating workers' comp liens.

Abbreviated Agenda

  1. Negotiating ERISA and Non-ERISA Liens in Personal Injury Cases
  2. Navigating Medicare Liens and Set-Asides (and How to Secure a Reduction or Waiver)
  3. The Best Ways to Reduce Medicaid Liens
  4. Practical Tips for Reducing Workers' Compensation Liens
  5. Pointers for Negotiating and Reducing Other Liens
  6. Legal Ethics

Related Topics

Product ID 98467

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Negotiating ERISA and Non-ERISA Liens in Personal Injury Cases

  2. Navigating Medicare Liens and Set-Asides (and How to Secure a Reduction or Waiver)

  3. The Best Ways to Reduce Medicaid Liens

  4. Practical Tips for Reducing Workers' Compensation Liens

  5. Pointers for Negotiating and Reducing Other Liens

    1. Health Care Provider/Hospital Liens
    2. Veterans/TRICARE
    3. FMCRA
    4. FEHBA
    5. FECA

  6. Legal Ethics

    1. Safekeeping Property
    2. Obligations in Handling Settlement Funds When Liens Are Asserted
    3. Honesty in the Legal Profession
    4. Confidentiality
    5. Conflicts of Interest
    6. Managing Client Expectations

Who Should Attend

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

Speakers

Jay H Bernstein
Jay H.
Bernstein
Kirsch, Stone & Morgan P.A.
Mitchell Panter
Mitchell
Panter
Panter, Panter & Sampedro, P.A.
Miranda N Hanley
Miranda N.
Hanley
Smith Welch Webb & White LLC
Speaker bio
Jay H Bernstein

Jay H. Bernstein

Kirsch, Stone & Morgan P.A.
Jay Bernstein

is an attorney in the law firm of Kirsch, Stone & Morgan P.A., where he manages the workers' compensation practice specializing in motions for medical treatment and surgery, and has 30 years of successful court orders for surgery and medical treatment. Mr. Bernstein has represented thousands of injured workers throughout New Jersey and has been named by the Supreme Court of New Jersey as a certified workers' compensation attorney; a distinction held by less than 5% of attorneys throughout the state. He has testified before the New Jersey Senate Labor Committee to improve emergency access to medical care for injured New Jersey workers, and written and lobbied for access to proper medical care. Mr. Bernstein earned his B.A. degree from the University of Rochester, his J.D. degree from Syracuse University of Law and and post grad at the University of Pennsylvania. He studied at Brandies University in Israel. Mr. Bernstein has received a Commendation from the U.S. Army JAG Corps. Currently Mr. Bernstein is secretary of the Glen Rock Volunteer Ambulance Corps and rides as an EMT.

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Speaker bio
Mitchell Panter

Mitchell Panter

Panter, Panter & Sampedro, P.A.
Mitchell Panter

is the managing partner at the law firm of Panter, Panter & Sampedro, P.A., where he practices in the areas of personal injury, wrongful death, medical malpractice, product liability and premises liability. Mr. Panter oversees the firm's day-to-day practice, with five attorneys and a staff of 16. He has tried cases and represented clients throughout the state of Florida. Mr. Panter is board-certified by The Florida Bar Board of Legal Specialization and Education as a specialist in civil trial law; and by the National Board of Trial Advocacy in Civil Trial Advocacy and Civil Pretrial Practice Law. He earned his B.A. degree from the University of Michigan and his J.D. degree from the University of Miami. Mr. Panter attended Wagner College in Bregenz, Austria while enrolled in a Junior Year Abroad program. He is a member of the South Miami Kendall Bar Association, B'Nai Brith Bench and Bar, Dade County Bar Association Professionalism Committee (2016) and Miami Dade Commission on Ethics and Public Trust.

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Speaker bio
Miranda N Hanley

Miranda N. Hanley

Smith Welch Webb & White LLC
Miranda Hanley

is a partner with Smith Welch Webb & White LLC. She has a litigation practice specializing in the areas of personal injury, workers' compensation and complex civil litigation. Ms. Hanley has extensive trial and jury trial experience, and regularly litigates in both state and federal courts. She has also worked on numerous appeals in the Georgia Court of Appeals, Supreme Court of Georgia, Eleventh Circuit Court of Appeals and the United States Supreme Court. Ms. Hanley earned her B.A. degree from Kennesaw State University and her J.D. degree from Faulkner University, Jones School of Law.

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