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Medicare Conditional Payment Resolution: Best Practices for Personal Injury Legal Professionals

Medicare conditional payment resolution is one of the most important compliance steps in a personal injury settlement. When Medicare has paid injury-related medical expenses, those payments are made conditionally and may be subject to recovery after a settlement, judgment, award,

How 1024(b)(4) Requests Can Transform Your ERISA Lien Negotiations

If you’re negotiating ERISA liens without leveraging 1024(b)(4) requests, you’re leaving one of your most powerful tools on the table. 

This federal statute creates a direct obligation for plan administrators to provide documents, and it comes with real penalties when

Self-Funded vs. Fully Insured: Why This Distinction Can Save Your Client Thousands

Every ERISA lien negotiation begins with the same critical question: Is this plan self-funded or fully insured? 

Get this right, and you know exactly what legal framework applies. Get it wrong, and you could be leaving tens of thousands of

What Every Trial Lawyer Needs to Know About ERISA Liens

 If your personal injury client has employer-sponsored health insurance, you’re almost certainly dealing with ERISA. And if you’re not prepared for what that means, you could be leaving significant money on the table or, worse, exposing your firm to liability.

Medicaid Lien Resolution Fundamentals: What Every Trial Lawyer Needs to Know

If your client is on Medicaid and settles a personal injury case, you will almost always face a Medicaid lien. How you handle that lien directly affects your client’s net recovery, your professional liability, and your firm’s reputation. Yet many

Medicare Final Demand Isn’t the End of the Line

When a Medicare Final Demand arrives in the mail or your inbox, the clock starts ticking. Under the Medicare Secondary Payer recovery process, payment must be made within 60 days of the Final Demand letter to avoid interest on the

How to Build Medicare Compliance in a PI Firm

Medicare compliance sits at the center of modern personal injury practice operations. Trial lawyers and paralegals face real exposure when Medicare interests go unaddressed or get handled incorrectly. The risk is not abstract. Medicare can assert direct recovery rights, including

Medicare Compliance: Best Practices for Personal Injury Firms

Medicare compliance is not optional. It is an obligation that directly impacts your clients and your firm. The Medicare Secondary Payer Act (MSPA) makes Medicare the payer of last resort. That means Medicare must be reimbursed for any payments it

Could a Law Firm Owe Double a Part C Plan Lien?

Law firms handling personal injury cases know they must protect Medicare’s interest when it comes to conditional payments. But fewer realize the steep risk involved when that Medicare claim comes from a Part C Medicare Advantage plan. Under federal law,

Part C: The Hidden Lien That Comes Back Later

You settled the case. Medicare was paid back. The file is closed. Or so you thought.

If your client had a Medicare Advantage Plan, also known as Part C, that “closed” file could come back to haunt you. Part C

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