News
Lien & Settlement Insights
The Provide Accurate Information Directly Act (PAID)
Revealing Your Clients’ Medicare Advantage and Medicare Coverage and “Liens”
Medicare Secondary Payer (MSP, SPA, CMS), Part C, Part D, Medicare Advantage (MAP), Medicare Advantage Organization (MAO), Settlement AgreementsSeptember 4, 2020
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ERISA Remedies
It is fairly well settled that an action under ERISA is limited to seeking “equitable remedies.” [29 U.S.C. § 1132(a)(3): a civil action may be brough...
ERISA, Self Funded, Equitable Lien, Subrogation, Reimbursement, Plan, Made Whole Doctrine, Common Fund DoctrineAugust 7, 2020
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Statute of Limitations on CMS Lien Recovery Action Under Sec...
In January 2013, the SMART Act went into effect and introduced new procedures for CMS to use when seeking reimbursement under the Secondary Payer Act ...
Settlement Planning, Release, Medicare Secondary Payer (MSP, SPA, CMS), Part C, Part D, Medicare Advantage (MAP), Medicare Advantage Organization (MAO), Liens, Appeals, Litigation and Settlement Strategy, Private Right of Action (PRA)July 2, 2020
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Managed Care or Medicare Advantage Organizations (MAOs) Cont...
Managed Care or Medicare Advantage Organizations (MAOs) continue to expand their assertion of lien claims in personal injury cases.
Medicare Secondary Payer (MSP, SPA, CMS), Part C, Part D, Medicare Advantage (MAP), Medicare Advantage Organization (MAO), Prescription Drug recovery, Liens, Release, Settlement Agreements, Private Right of Action (PRA)May 22, 2020
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Medicare: Their Bite is Catching up with their Bark!
Medicare has rolled out yet another initiative as part of its ongoing Conditional Payment Recovery efforts—this one aimed at recouping conditional pay...
Settlement Planning, Release, Medicare Secondary Payer (MSP, SPA, CMS), Part C, Part D, Medicare Advantage (MAP), Medicare Advantage Organization (MAO)April 17, 2020
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Medicare Madness: Wrongful Death Claims and Survivorship Cla...
We are seeing an uptick in CMS lien recovery issues across the board. A hot topic has been Medicare asserting liens against wrongful death recoveries....
Settlement Agreements, Release, Medicare Secondary Payer (MSP, SPA, CMS), Part C, Part D, Medicare Advantage (MAP), Medicare Advantage Organization (MAO), Liens, Appeals, Private Right of Action (PRA)March 5, 2020
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Personal Injury Settlement of $750 or Less Avoids CMS Liens
“The Strengthening Medicare and Repaying Taxpayers Act of 2012 (the SMART Act) requires CMS to set an annual threshold for recovery of conditional pay...
Medicare Secondary Payer (MSP, SPA, CMS), Workers Compensation Medicare Set Aside (WCMSA), Medicare Conditional PaymentsFebruary 28, 2020
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Medicare Beneficiary Identifier Replaces Social Security Num...
Medicare Beneficiary Identifier Replaces Social Security Number for SPA Claims
Medicare Secondary Payer (MSP, SPA, CMS)February 28, 2020
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CMS To Cover Acupuncture – Impact On Personal Injury Claims
As alternative medical treatments—such as acupuncture—become more widely utilized alongside conventional care, personal injury victims often face hurd...
Medicare Secondary Payer (MSP, SPA, CMS), Part C, Part D, Medicare Advantage (MAP), Medicare Advantage Organization (MAO), Damages, Public Benefits, Structured SettlementsFebruary 26, 2020
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ERISA Plans Drafted To Exclude Coverage - For Anything?
ERISA Plans Drafted To Exclude Coverage - For Anything?
ERISA, Self-Funded, Liens, Summary Plan Description SPD, Master Plan Document (MPD), Preemption, PlanJanuary 24, 2020
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Governor Newsom Vetoes AB 2066: What It Means for Surrogacy in 2027
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Know Your Lane: Special Needs Trusts and Public Benefits Pla...
Know Your Lane: Special Needs Trusts and Public Benefits Planning
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2027 Medicare Open Enrollment: How a Client’s Plan Change Ca...
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2027 Health Coverage for California Based Gestational Surrog...
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Handling Liens at Client Intake
Why the Best Time to Solve a Lien Problem Is Before It Becomes One
September 24, 2026