Civil Litigation & Trial Skills

Medicare Liens, Set-Asides, and Medicaid Liens for Paralegals: The Latest Rules and Guidance

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 55 minutes
Michael Gorby
Christine Hummel
Gerald Connor
Kristofer Clark
With Michael J. Gorby from Gorby Peters Law + 3 others
Recorded April 15, 2026.
Product ID 101709

Buy This Course

Course Includes
$319

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Ensure Full Compliance and Help Secure Reductions

There are significant consequences for failing to protect Medicare's interests. Is your firm following the latest rules, guidance, and best practices? This program will show you how you should be handling Medicare conditional payment recovery claims, set asides, and Medicaid liens right now. Register today!

  • Explore the most recent amendments to the Medicare Secondary Payer Recovery Act.
  • Discover what all the forms mean and get practical tips for submitting information and documents to CMS's contractors.
  • Learn how to resolve conditional payment recovery claims online through the MSPRP.
  • Find out how you should be working around the many uncertainties surrounding liability Medicare set asides.
  • Get practical tips for working with Medicaid agencies and resolving liens.

Abbreviated Agenda

  1. Medicare Secondary Payer Act and Amendments: What Paralegals Must Know
  2. Medicare Conditional Payments and Medicare Advantage Plans 2026
  3. Navigating the Latest Version of the Medicare Secondary Payer Recovery Portal
  4. Liability Medicare Set Asides (LMSAs): How to Best Handle the Uncertainties
  5. Communications and Documentation Guide
  6. MedicAID Liens Guide for Paralegals
  7. Workers' Compensation Medicare Set-Aside (WCMSA) Developments
  8. Paralegal Ethics

Related Topics

Product ID 101709

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Washington Paralegal Association Approved · 6 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Medicare Secondary Payer Act and Amendments: What Paralegals Must Know

    1. Medicare Secondary Payer Act (MSP)
    2. 2003 Amendments
    3. 2007 Amendments, MMSEA
    4. SMART Act
    5. PAID Act
    6. Medicare Advantage Plan Secondary Payer Status
    7. New Rules and Enforcement Mechanisms (Including Section 111 Penalties)
    8. CMS Guidance and Developments
    9. Significant Court Opinions

  2. Medicare Conditional Payments and Medicare Advantage Plans 2026

  3. Navigating the Latest Version of the Medicare Secondary Payer Recovery Portal

  4. Liability Medicare Set Asides (LMSAs): How to Best Handle the Uncertainties

    1. The Latest Updates and Guidance
    2. When is an MSA Needed?
    3. Calculating the MSA
    4. Preparing Proposals for Approval
    5. Review Process and What CMS is Looking for
    6. MSA Administration
    7. Documentation Best Practices

  5. Communications and Documentation Guide

    1. Reporting the Case to the BCRC
    2. Rights and Responsibilities Letter
    3. Proof of Representation and Consent to Release
    4. Conditional Payment and Demand Letter
    5. CPL and Payment Summary Form
    6. Conditional Payment Notification
    7. Disputing Unrelated Claims
    8. Final Conditional Payment Summary Forms and Amounts
    9. Requesting a Waiver or Appeal
    10. Settlement Language and Documentation
    11. Getting Quick Responses: Who to Contact and Tactics That Really Work

  6. MedicAID Liens Guide for Paralegals

    1. Medicaid Overview and Rights of Recovery
    2. Key Medicaid Secondary Payer Issues
    3. Gallardo v. Marstiller Years Later
    4. How States Are Approaching Medicaid Recovery Enforcement
    5. Effects of Medicaid Budget Cuts and Rollbacks
    6. Medicaid Lien Resolution in Personal Injury Cases: Process and Procedure
    7. Working With Medicaid Agencies

  7. Workers' Compensation Medicare Set-Aside (WCMSA) Developments

  8. Paralegal Ethics

    1. Obligations Towards Third Parties
    2. Avoiding Unauthorized Practice of Law
    3. Negotiation of Liens: What Paralegals Can and Can't Do
    4. Communications With Clients
    5. Maintaining Client Confidentiality

Who Should Attend

This intermediate level course will teach attendees current best practices for Medicare and Medicaid liens. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Michael J Gorby
Michael J.
Gorby
Gorby Peters Law
Christine Hummel
Christine
Hummel
Hummel Consultation Services
Gerald A Connor
Gerald A.
Connor
Margolis Edelstein
Kristofer Clark
Kristofer
Clark
de Beaubien, Simmons, Knight, Mantzaris & Neal, LLP
Speaker bio
Michael J Gorby

Michael J. Gorby

Gorby Peters Law
Michael Gorby

is a founder and partner with Gorby Peters Law. He is a nationally recognized leader in complex corporate disputes, professional negligence cases, and liability issues that arise for property owners and managers, such as hotel chains, restaurants, shopping centers, apartment complexes, office buildings and other public venues. Since 1998, Mr. Gorby has served as the program chair for the Institute of Continuing Legal Education in Georgia (an affiliate of the University of Georgia), on the topic of premises liability. He is also the author of a popular legal treatise, Premises Liability in Georgia, which is published by Thomson Reuters/West, and which is now in its third edition. Mr. Gorby serves as an instructor/lecturer for Georgia Tech Procurement Assistance Center (GTPAC) in the area of procuring government contracts, and is also a registered mediator. He earned his B.A. degree from Georgia State University and his J.D. degree from the University of Georgia School of Law.

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Speaker bio
Christine Hummel

Christine Hummel

Hummel Consultation Services
Christine Hummel

is the president and founder of Hummel Consultation Services, a national legal consultation practice specializing in the application of the Medicare Secondary Payer Act to workers' compensation, liability and no-fault cases. She is an active attorney with licensure in the state of Colorado. With more than 25 years of experience in Medicare compliance, Ms. Hummel is a published author and popular speaker on a wide array of topics related to Medicare compliance. She is a member of the American Bar Association (Health Law Section) and Colorado Bar Association. Ms. Hummel's legal experience work includes Medicaid, probate and elder law. She donates a significant amount of time volunteering with the Federal Park Service, giving presentations on the roles of women during the American War of Independence. Ms. Hummel earned her B.S. degree from the University of Southern California and her J.D. degree from the University of Denver College of Law.

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Speaker bio
Gerald A Connor

Gerald A. Connor

Margolis Edelstein
Gerald Connor

is a partner and trial attorney in the Scranton, Pennsylvania office of Margolis Edelstein, a full service multi-state litigation provider to the insurance industry, major corporations and governmental entities. He focuses his practice on casualty litigation, ranging from automobile and general liability claims to products liability, construction litigation and workers' compensation claims. Mr. Connor also has extensive experience in commercial litigation, intellectual property issues, municipal claims, and employment law. He has handled dozens of trials, administrative hearings and arbitrations to verdict, and is active at the appellate level in both state and federal court. Mr. Connor is a member of the Lackawanna County and Pennsylvania bar associations. He earned his B.A. degree from the University of Pennsylvania and his J.D. degree from Widener University School of Law.

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Speaker bio
Kristofer Clark

Kristofer Clark

de Beaubien, Simmons, Knight, Mantzaris & Neal, LLP
Kristofer Clark

is an attorney with de Beaubien, Simmons, Knight, Mantzaris & Neal, LLP. His practice is centered around representing defendants in personal injury cases. Mr. Clark earned his B.S. degree from University of Central Florida and his J.D. degree from Stetson University College of Law. He is a member of The Florida Bar and Orange County Bar Association. Mr. Clark is admitted to practice in all Florida State courts.

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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