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Back to CLE Catalog

Self-Paced Online

Best Practices of LMSA(s) – Protecting your firm and client

Published by Consumer Attorneys Association of Los Angeles
and Tennessee Trial Lawyers Association


Register Now
$79 for Association Member
$99 for Non-Member

Duration: 75 minutes

Register now for immediate access to this program.

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Questions?
For immediate assistance please consult our FAQ page.

If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.
Summary
The Medicare Secondary Payer Act (MSP) has been law in place since the early 1980(s). The need to protect Medicare both (1) subrogating their past liens and (2) protecting their future interests is a confusing puzzle. This program will put the pieces of the MSP puzzle together for Law firms to recognize the red flags on their cases and what the best practices/compliance program can be adopted so that your law firm is protected, your client is protected and Medicare is protected. The program will cover how to be a pro-active litigator for your clients by engaging a 3 team approach to compliance. First, educating the client well before settlement; retaining a Liability MSA allocation report and knowing how to use it as a sword to maximize settlements; working with settlement planners and the MSA allocators to deploy strategies to apportion down the MSA post settlement and to engage a MSA Professional Administrator to make sure the client's post settlement new chapter is compliant and successful.

Presenters
Randy Levine
Settlement Consultant - ESS Settlement Services partnered with Sage Settlement Consulting

Randy Levine is a settlement consultant and founding partner with ESS Settlement Services, an affiliate of Sage Settlement... Read MoreRandy Levine is a settlement consultant and founding partner with ESS Settlement Services, an affiliate of Sage Settlement Consulting. As a former practicing trial attorney, Randy has extensive experience working with injured claimants, both pre- and post-settlement. He has served on the National Structured Settlements Trade Association’s LMSA Task Force and has lectured widely on Medicare Set-Asides, most recently at the prestigious Stetson Conference.

Randy is an active member of the National Structured Settlements Trade Association, former member of the New York State Trial Lawyers Association, and a former Board Director of New York State Academy of Trial Lawyers. In partnership with Sage Settlement Consulting, ESS Settlement Services is a Skyline Business Partner of the New York State Trial Lawyers Association.   Read Less

Susan Gleason
VP of Sales Training and Development - Millennium Settlements, Inc.

Susan Gleason has been in the structured settlement industry since 1984 and has been involved with thousands of personal... Read MoreSusan Gleason has been in the structured settlement industry since 1984 and has been involved with thousands of personal injury settlements. Since joining Millennium Settlements in January 2014, she has opened more than a thousand cases, structured over 800 and has closed and finalized more than 700 structured settlement annuities. Her wealth of knowledge and compassion towards injured victims is the key to her success.    Read Less


Originally Published
December 8, 2020

Program Titles and Supporting Materials
This program contains the following components:
  • Best Practices of LMSA(s) – Protecting your firm and client
  • Best Practices of LMSA(s) – Protecting your firm and client - Materials

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

 Click on jurisdiction for specific details  
AZ, CA, MT, NC, NH, UT, WI, WY


Refund Policy
SeminarWeb and Tennessee Trial Lawyers Association programs are non-refundable.

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