Medicare Liens, Set-Asides, and Medicaid Liens for Paralegals: The Latest Rules and Guidance
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Wed, Apr 15, 00:00 AM – 00:00 PM
Wed, Apr 15, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Video
Video Download
Course Book Download
or
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
- Medicare Secondary Payer Act and Amendments: What Paralegals Must Know
- Medicare Conditional Payments and Medicare Advantage Plans 2026
- Navigating the Latest Version of the Medicare Secondary Payer Recovery Portal
- Liability Medicare Set Asides (LMSAs): How to Best Handle the Uncertainties
- Communications and Documentation Guide
- MedicAID Liens Guide for Paralegals
- Workers' Compensation Medicare Set-Aside (WCMSA) Developments
- Paralegal Ethics
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Medicare Secondary Payer Act and Amendments: What Paralegals Must Know
- Medicare Secondary Payer Act (MSP)
- 2003 Amendments
- 2007 Amendments, MMSEA
- SMART Act
- PAID Act
- Medicare Advantage Plan Secondary Payer Status
- New Rules and Enforcement Mechanisms (Including Section 111 Penalties)
- CMS Guidance and Developments
- Significant Court Opinions
-
Medicare Conditional Payments and Medicare Advantage Plans 2026
-
Navigating the Latest Version of the Medicare Secondary Payer Recovery Portal
-
Liability Medicare Set Asides (LMSAs): How to Best Handle the Uncertainties
- The Latest Updates and Guidance
- When is an MSA Needed?
- Calculating the MSA
- Preparing Proposals for Approval
- Review Process and What CMS is Looking for
- MSA Administration
- Documentation Best Practices
-
Communications and Documentation Guide
- Reporting the Case to the BCRC
- Rights and Responsibilities Letter
- Proof of Representation and Consent to Release
- Conditional Payment and Demand Letter
- CPL and Payment Summary Form
- Conditional Payment Notification
- Disputing Unrelated Claims
- Final Conditional Payment Summary Forms and Amounts
- Requesting a Waiver or Appeal
- Settlement Language and Documentation
- Getting Quick Responses: Who to Contact and Tactics That Really Work
-
MedicAID Liens Guide for Paralegals
- Medicaid Overview and Rights of Recovery
- Key Medicaid Secondary Payer Issues
- Gallardo v. Marstiller Years Later
- How States Are Approaching Medicaid Recovery Enforcement
- Effects of Medicaid Budget Cuts and Rollbacks
- Medicaid Lien Resolution in Personal Injury Cases: Process and Procedure
- Working With Medicaid Agencies
-
Workers' Compensation Medicare Set-Aside (WCMSA) Developments
-
Paralegal Ethics
- Obligations Towards Third Parties
- Avoiding Unauthorized Practice of Law
- Negotiation of Liens: What Paralegals Can and Can't Do
- Communications With Clients
- 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
Speaker bio
Michael J. 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.
Speaker bio
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.
Speaker bio
Gerald A. 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.
Speaker bio
Kevin Knight
is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.
Top FAQs
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.
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
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.
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.
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.
Have more questions? Please Contact Us