CUTTING EDGE INDUSTRY THOUGHT LEADERSHIP INSIGHTS

Synergy’s blog brings you the industry’s foremost thought leadership InSights on matters of healthcare lien resolution and Medicare Secondary Payer Compliance. Visit often to discover helpful InSights on important lien resolution compliance issues.

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What’s the Difference Between a Pooled Trust and a Standalone Special Needs Trust?

What’s the Difference Between a Pooled Trust and a Standalone Special Needs Trust?

A Special Needs Trust is a trust that can be created pursuant to federal law whose corpus or any assets held in the trust do not count as resources for purposes of qualifying for Medicaid or SSI. These trusts are an indispensable planning tool for making sure your clients remain eligible for means-based benefits like Medicaid after receiving a settlement. But there are several types of special needs trusts, including a standalone (d)(4)(A) Special Needs Trust, and a (d)(4)(C) trust, commonly known as a pooled trust. What’s the difference, and what’s right for your client?

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2021 Florida Trend’s Florida Legal Elite™

2021 Florida Trend’s Florida Legal Elite™

Trial Lawyer View host, Jason D. Lazarus, Esq., Orlando, FL, Amazon best-selling author of “The Art of Settlement” and nationally recognized settlement compliance expert, was recently recognized in the 2021 edition of Florida Trend’s Florida Legal Elite™. The list of 1,263 honorees represents just over 1% of the active Florida Bar members, including attorneys in private practice as well as top government and non-profit attorneys who practice in Florida.

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Liability Medicare Set-Aside (MSA) Case Studies: Eliminate, Reduce & Comply

B. Josh Pettingill There is mounting evidence that the Centers for Medicare and Medicaid Services (CMS) will establish formal guidelines for liability MSAs in the imminent future.  Medicare Secondary Payor compliance related to future medical care is an issue that can’t be ignored but that doesn’t necessarily mean setting up a Medicare Set-Aside on every […]

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Negotiating Catastrophic Workers’ Comp Claims

It is a very common practice for insurance carriers to negotiate catastrophic workers’ compensation claims using offers in the form of both upfront cash to the claimant and a structured settlement. At a minimum, any case involving a Medicare set aside will typically be funded with a structured settlement annuity. AIG, Berkshire Hathaway, and USAA […]

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