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Understanding Medicare Set Aside Trusts – Part 2

Recorded: October 23, 2013
Duration: 87 minutes
By Bradley Frigon, JD, LLM, CELA, CAP, Law Offices of Bradley J. Frigon

This two part program will review the current rules and regulations regarding Medicare Set Aside Trusts.  Part II will focus on Medicare Set Aside Administration rules and the interplay of Medicare Set Asides and Medicaid and will provide a drafting overview of a Medicare Set Aside trust in a first party Special Needs Trust.

Part 1 can be found here

Topics Covered:

  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

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