Credit Available - See Jurisdictions tab below.
Total Credits: 1.5 Arizona, 1.5 California, 1.5 Pennsylvania, 1.5 Washington, 1.5 Self-Study
With government budgets tightening, many agencies are looking for new revenue sources. Medicare has found one: Trial Lawyers. In this 90 minute presentation, Jack Meligan, Trisha Thompson, and Jeremy Babener will review the ethical landmines which Medicare’s new tactics place before trial lawyers and teach you how to deactivate them. This information is vital for all plaintiff’s attorneys—or you might just wind up another example in this program.
| Accreditation Status: Attorney Responsibility: Arizona does not pre-approve or accredit CLE or providers. |
| Accreditation Status: Pre-Approved Provider |
General Credits: |
Specialty Credits: 1.5 Ethics |
Total Credits: 1.5 |
| Accreditation Status: Approved |
General Credits: 1.5 |
Specialty Credits: |
Total Credits: 1.5 |
Expiration Date: 11/02/2024 |
| Accreditation Status: Approved |
General Credits: |
Specialty Credits: 1.5 Ethics |
Total Credits: 1.5 |
Expiration Date: 03/04/2025 |
| Self Study: please check your own state guidelines to see if they accept self-study credit. | General Credits: |
Specialty Credits: 1.5 (60 min) 1.8 (50 min) Ethics |
| Agenda (0.30 MB) | 4 Pages | Download |
| Ethics Presentation (3.48 MB) | 3 Pages | Available after Purchase |
| Prezi PDF Condensed (4.53 MB) | 45 Pages | Available after Purchase |
| Stalcup Memo (0.51 MB) | 3 Pages | Available after Purchase |
| Medicare Secondary Payer Fact Sheet (0.24 MB) | 15 Pages | Available after Purchase |
| Medicare Summary Notice 1 (0.18 MB) | 2 Pages | Available after Purchase |
| Medicare Summary Notice 2 (0.74 MB) | 2 Pages | Available after Purchase |
| Summary Handout (0.18 MB) | Available after Purchase | ||
| Medicare Secondary Payer Claim Development (0.39 MB) | 4 Pages | Available after Purchase |
| Medicare Conditional Payment Notice (2.41 MB) | 16 Pages | Available after Purchase |
| www.triallawyerprotection.com | Available after Purchase | ||
Jack Meligan is the founder and president of Settlement Professionals, Inc., a national plaintiff-only settlement planning firm. He is also the founder and managing member of Settlement Capital Advisors, LLC, a nationwide registered investment advisory firm, and The Plaintiff’s MSA & Lien Solution, LLC, a national plaintiff-only Medicare and MSP compliance and lien resolution service firm.
In addition, Jack is the founding president of the Society of Settlement Planners. The Society of Settlement Planners is an association of settlement planners, structured settlement specialists, and special needs settlement-planning attorneys nationwide. Above all, they advocate for settlement planning to uncover and plan for the needs of injury victims and their families.
Settlement planning incorporates a wide variety of income replacement strategies with wholistic financial planning and extensive trust planning. Including, but not limited to: Special Needs Trusts, Qualified Settlement Funds, Medicare Set-Asides, and Settlement Preservation Trusts.
Since 2003, Jack has been a pioneer in designing and implementing solutions for the tax dilemma that plaintiffs encounter when settling substantial taxable damage tort cases.
Jack lives in Milwaukie, Oregon with his wife, Kathleen. They have two grown daughters and two grandchildren.
He also co-authored the Trial Lawyer Protection Packet to help personal injury lawyers address their ethical duty to clients to address tax, finance, and other specialized risks. Read more about the Protection Packet at www.TrialLawyerProtection.com.
