Understanding Medicare Set Aside Trusts Part I and II (download)
$350.00
By: Bradley J. Frigon, JD, CELA, LLM, CAP Law Offices of Bradley J. Frigon
Recorded: October 23, 2013
Description
ElderCounsel Members – This video series is available in the Learning Center > Video Library for FREE – Part 1 – Part 2
This two part program will review the current rules and regulations regarding Medicare Set Aside Trusts. The first program will focus on the Medicare Secondary Payer Statute and the law relating to the payment of past an d future medical expenses in a plaintiff liability case. This program will also discuss the history of Medicare Set As ides and how to calculate a Medicare Set Aside.
Topics Covered: Part 1
- Alphabet soup
- Medicare – SSDI
- Medicaid – SSI
- Public benefits
- Medicare/SSDI
- Medicare eligibility
- CMS
- Three compliance parts: the present, past, and future
- Medicare secondary payer statute
- The law
- SMART Act
- Statute of limitations
- Examples
- Medicare reimbursement amount
- Allocations
- Medicare set-aside (MSA) arrangements
- LMSA arguments
- Medicare secondary payer and “future medicals” proposed rule making
- MSA update
- Options
- Penalties
Topics Covered: Part 2
- Medicare secondary payor statute history
- CMS solution
- Safe harbor for workers comp settlements
- Authorized MSA accounts
- Calculating the MSA
- MSA funding methods
- Seed money
- Administration MSA account – Example
- MSA administrative rules
- Death of beneficiary
- MSA funds and Medicaid eligibility
- Trust provisions
- Conclusion