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Using the Medicare Set Aside (MSA) Option for Special Needs Trusts

Recorded: August 12, 2016
Duration: 60 minutes
By Brad Frigon, JD, LLM, CELA, CAP, Law Offices of Bradley J. Frigon 

Is a Medicare Set Aside (MSA) required? Who requires it? What exactly is an MSA and how is it managed? This program will answer those questions and more. It will explain when you need a MSA and how to draft a MSA into a First Party Special Needs Trust.

Topics covered:

  1. Public benefit primer
  2. Medicare secondary payor statute
  3. History of MSA
  4. When is a MSA required?
  5. Calculating a MSA
  6. Seed money for a MSA
  7. Administrative Issues
  8. Incorporating a MSA Sub-trust into a first party Special Needs Trust
  9. Drafting Provisions

CLE: 1 hour
This course has been pre-approved in: AR (1), CO (1), CA (1), FL (1), GA (1), IL (1), IN (1), MO (1), NC (1), NJ (1), NY (1), OH (1), PA (1), TX (1), VA (1), WI (1). Due to pre-recorded programming rules, this program will not be accredited in: DE, KS, SC.  Attorney will self apply in states not listed.

Many states have strict restrictions on pre-recorded (also called on-demand or distance learning) courses. Please review your State Bar’s rules and ElderCounsel’s CLE guide by state to determine if you are eligible to receive CLE for this course beforeviewing.

Receive CLE packet and attendance certificate: Near the end of the webinar, a button labeled “Receive CLE Packet” will appear in the top right corner of the video. You will be required to enter the attendance code given verbally during the webinar to download the packet. You will not be able to download the packet until you watch the webinar in its entirety. To ensure we are CLE compliant, the packet will not be distributed via email or any other method, it must be downloaded following the instructions above.

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