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

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

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