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Why Attorneys Need to Know About MSA Accounts

Webinar Recorded: October 10, 2019
Presented by Joanne Marcus, MSW,
Executive Director, CCT & Karen D. Konvicka, General Counsel, CCT
Duration: 42 minutes

What You’ll Learn in This Webinar

Actions taken by the Centers for Medicare and Medicaid Services (CMS) indicate that Medicare Set Aside accounts (MSAs) will become a requirement in personal injury cases in the near future. Elder law attorneys will be called upon more frequently to assist personal injury attorneys in settlement planning.

In this recorded course you’ll learn how elder law attorneys can be a valuable resource to personal injury attorneys and their clients when a case includes a MSA.

Topics include:

  • How Medicare Set Aside accounts work
  • The impact on means-tested benefit eligibility when a case includes an MSA
  • How a pooled special needs trust can be used with an MSA to protect benefits
  • How to incorporate a structured settlement into planning and benefit protection

This webinar will help elder law attorneys understand the impact of the Medicare Secondary Payer Act on personal injury settlements, what an MSA is and how it affects eligibility for means tested government benefits. You’ll also learn how to incorporate a pooled special needs trusts in planning for clients with an MSA.

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