Civil Litigation & Trial Skills

4.58

Paralegals' Complete Guide to Lien Management in Personal Injury Cases

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 56 minutes
Christine Hummel
Aaron Frederickson
J. Bryan Moseley
With Christine Hummel from Hummel Consultation Services + 2 others
Recorded July 31, 2024.
Product ID 98836

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Course Includes
$319

OnDemand Video

Course Book Download

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

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$69/month

Overview

Practical Tips and Sample Forms for Meticulous Lien Management

Overlooking or neglecting liens can lead to severe consequences for the client and your attorney. This focused, full-day guide will show you how to stay organized and in control of liens from identification to distribution of settlement funds so you can mitigate pitfalls and contribute to successful case resolutions. Implement best practices for efficient lien tracking and resolution - register today!

  • Learn how to effectively identify and gauge the validity and priority of liens early in the case.
  • Discover practical tips for tracking liens as the case progresses.
  • Get real-world insights for negotiating reductions and payment plans with healthcare providers.
  • Determine the best approaches to dealing with health and auto insurance liens.
  • Navigate the process of resolving Medicare conditional payments.

Abbreviated Agenda

  1. Identifying All Potential Liens and Notifying Lienholders
  2. Creating a Comprehensive Lien Log: Tracking Liens, Resolutions, Dates, and Deadlines
  3. Negotiating Reductions With Healthcare Providers
  4. Reducing and Resolving Insurance Company Liens
  5. Resolving Medicare and Medicaid Liens
  6. Tips for Managing Workers' Comp and Other Government Liens
  7. Drafting Release Agreements and Distributing Funds
  8. Paralegal Ethics

Related Topics

Product ID 98836

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Identifying All Potential Liens and Notifying Lienholders

    1. Types of Liens (With Checklist)
    2. Lien Identification: Reviewing Medical Bills and Records, Insurance Policies, Government Assistance Programs
    3. Communicating With Clients
    4. Notifying Lienholders (With Sample Letters)
    5. Assessing the Validity and Enforceability of Liens
    6. Determining Priority of Payment 

  2. Creating a Comprehensive Lien Log: Tracking Liens, Resolutions, Dates, and Deadlines

  3. Negotiating Reductions With Healthcare Providers

    1. Assessing the Medical Bills for Reasonableness, Errors, and Discrepancies
    2. Tips for Communicating With Medical Providers
    3. Requesting Reductions (With Sample Letter)
    4. Working Out Payment Plans

  4. Reducing and Resolving Insurance Company Liens

    1. Health Insurance
    2. ERISA Liens
    3. Auto Insurance Liens
    4. Other

  5. Resolving Medicare and Medicaid Liens

  6. Tips for Managing Workers' Comp and Other Government Liens

    1. Workers' Comp Liens
    2. VA and TRICARE Liens
    3. SSDI and Other Government Liens

  7. Drafting Release Agreements and Distributing Funds

    1. Documenting Lien Resolution
    2. Preparing Lien Release Agreements
    3. Facilitating Efficient Distribution

  8. Paralegal Ethics

    1. Avoiding Unauthorized Practice of Law
    2. Balancing Duties to Clients and Lienholders
    3. Safeguarding Confidentiality

Who Should Attend

This intermediate level course will provide attendees with guidance on handling liens in personal injury cases. Those who should attend include:

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

Speakers

Christine Hummel
Christine
Hummel
Hummel Consultation Services
Aaron P Frederickson
Aaron P.
Frederickson
MSP Compliance Solutions, LLC
J. Bryan Moseley
J. Bryan
Moseley
Mosely & Mosely, Attorneys at Law
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 19 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 the 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
Aaron P Frederickson

Aaron P. Frederickson

MSP Compliance Solutions, LLC
Aaron Frederickson

is the founder of MSP Compliance Solutions, LLC. He has legal practice experience in the areas of workers' compensation, personal injury and Medicare compliance. Mr. Frederickson is also a health insurance professional and has been licensed to practice law in Minnesota since 2002, as well as Wisconsin since 2008. In addition to working on highly regulated matters, he has litigated countless cases and founded a compliance consulting firm, where he helped numerous individuals from diverse backgrounds across the United States. Mr. Frederickson also assists low income persons via pro bono legal representation. He earned his B.A. degree from St. Cloud State University and his J.D. degree from William Mitchell College of Law in St. Paul, Minnesota. Mr. Frederickson is an active member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP) and the Hennepin County Bar Association (HCBA).

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Speaker bio
J. Bryan Moseley

J. Bryan Moseley

Mosely & Mosely, Attorneys at Law
J. Bryan Moseley

is a partner in the Murfreesboro law firm of Moseley & Moseley, Attorneys at Law, where his main areas of practice are premises liability and civil rights litigation. He also handles general personal injury cases and some other civil litigation. Mr. Moseley is a frequent speaker on personal injury and subrogation topics for National Business Institute. He is a member of the Tennessee Bar Association and the American Association for Justice. Mr. Moseley also is a member of the ICC (International Code Council) and ASTM International (American Society for Testing and Materials). He earned his B.A. degree, cum laude, from Middle Tennessee State University and his J.D. degree, magna cum laude, from the University of Tennessee College of Law.

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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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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.
Do you have options for attendees who are deaf or hard of hearing?

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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