Synergy’s blog brings you the industry’s foremost thought leadership InSights on matters of healthcare lien resolution and Medicare Secondary Payer Compliance. Visit often to discover helpful InSights on important lien resolution compliance issues.
September 9, 2021 Samantha Webster Structured settlements may be used to fund a Workers’ Compensation Medicare Set-Aside (WCMSA). Samantha Webster, Synergy’s Director of Case Management, addresses two common questions that come up about funding of a WCMSA with a structured settlement annuity. Question #1: “Are there different structured settlement options to fund a Medicare Set-Aside […]
In Episode 18 of Trial Lawyer View, TLV host and Synergy CEO Jason D. Lazarus had a lively conversation with Megan Whiteside, a litigation attorney at Brown & Barron, LLC, and host of the Mom Life and Law Podcast. The two discuss her passion for the law and her drive to succeed as a woman […]
Attorneys have a unique opportunity, not available to others who earn professional fees, to take their contingent legal fees and invest them on a pre-tax and tax-deferred basis to smooth out their income. This article answers some frequently asked questions about attorney fee structures and deferral of contingent legal fees.
In Episode 17 of Trial Lawyer View, host and Synergy CEO Jason D. Lazarus spoke with Mark Avera of Avera & Smith. The podcast touched upon several interesting topics such as his journey from working as a sheriff’s deputy to following his father’s footsteps as a trial lawyer. They discussed the various challenges he faced […]
August 12, 2021 Teresa Kenyon, Esq. When handling a third-party liability case and you know your client had health insurance that paid the medical expenses, should you check to see if there is a lien interest on the settlement funds? Or maybe you have settled a case and you just received a notice letter from […]
In Episode 16 of Trial Lawyer View, TLV host and Synergy CEO Jason D. Lazarus had an insightful conversation with Teresa Kenyon, Director of Lien Resolution Services at Synergy Settlement Services. The episode focused on Teresa’s journey in the legal industry, particularly her transition from personal injury law to subrogation law, and how she ultimately […]
A Special Needs Trust is a trust that can be created pursuant to federal law whose corpus or any assets held in the trust do not count as resources for purposes of qualifying for Medicaid or SSI. These trusts are an indispensable planning tool for making sure your clients remain eligible for means-based benefits like Medicaid after receiving a settlement. But there are several types of special needs trusts, including a standalone (d)(4)(A) Special Needs Trust, and a (d)(4)(C) trust, commonly known as a pooled trust. What’s the difference, and what’s right for your client?
July 28, 2021 Rasa Fumagalli JD, MSCC, CMSP-F Introducing “Since You Asked,” Synergy’s first in a series of columns addressing MSP compliance questions in the area of workers’ compensation. Question: “My client is settling her case and does not know what to do with her Workers’ Compensation Medicare Set-Aside (WCMSA) funds. I’m not quite sure […]
In Episode 15 of Trial Lawyer View, TLV host and Synergy CEO Jason D. Lazarus talks with Ken Hardison of Hardison & Cochran and founder of PILMMA, a powerful innovative legal marketing and management association. They discuss how his desire to help people and own his own business led to his career in trial law. As part of […]