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Understanding Medicare Set Aside Trusts Part I and II (download)


By: Bradley J. Frigon, JD, CELA, LLM, CAP Law Offices of Bradley J. Frigon
Recorded: October 23, 2013


ElderCounsel Members – This video series is available in the Learning Center > Video Library for FREE – Part 1Part 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

  1. Alphabet soup
  2. Medicare – SSDI
  3. Medicaid – SSI
  4. Public benefits
  5. Medicare/SSDI
  6. Medicare eligibility
  7. CMS
  8. Three compliance parts: the present, past, and future
  9. Medicare secondary payer statute
  10. The law
  11. SMART Act
  12. Statute of limitations
  13. Examples
  14. Medicare reimbursement amount
  15. Allocations
  16. Medicare set-aside (MSA) arrangements
  17. LMSA arguments
  18. Medicare secondary payer and “future medicals” proposed rule making
  19. MSA update
  20. Options
  21. Penalties

Topics Covered: Part 2

  1. Medicare secondary payor statute history
  2. CMS solution
  3. Safe harbor for workers comp settlements
  4. Authorized MSA accounts
  5. Calculating the MSA
  6. MSA funding methods
  7. Seed money
  8. Administration MSA account – Example
  9. MSA administrative rules
  10. Death of beneficiary
  11. MSA funds and Medicaid eligibility
  12. Trust provisions
  13. Conclusion