Master the complexities of lien resolution and compliance for Medicare, Medicaid, and other recoverable liens in personal injury litigation.
Join our panel as we present a concise update on potential claims to the settlement proceeds, as well as eligibility guidelines for plaintiffs who qualify for both Medicare and Medicaid, often referred to as “dual-eligibles.”
We will discuss how to best secure optimal outcomes for plaintiffs while minimizing both the risk of losing benefits for the plaintiff and your firm’s future legal and financial exposure.
We will examine two unique personal injury settlement case studies and outline proactive strategies, such as early communication with lienholders and mechanisms for preserving Medicaid and Medicare benefits for ‘dual-eligible’ plaintiffs.
This session will specifically address:
The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.
Founder and Managing Partner of Paramount Settlement Planning, LLC and Precision Resolution, LLC
Paul Isaac, Esq. is the founder and managing partner of Paramount Settlement Planning, LLC, and Precision Resolution, LLC. He is a past president of the New York Trial Lawyers Association Western Region Affiliate Group and a Chartered Special Needs Consultant® (ChSNC®). A trial attorney and strategic life planner, Mr. Isaac’s years of experience allow him to anticipate a plaintiff’s long-term financial needs. Mr. Isaac has helped several clients obtain large settlements and favorable verdicts. In addition to assisting plaintiffs with settlement strategies for various personal injury lawsuits, Mr. Isaac is experienced in navigating the complexities of cases where Medicaid and future Medicare benefits must be preserved. Mr. Isaac received his undergraduate and law degrees from Duquesne University and is admitted to practice law in New York and Pennsylvania.
Senior Case Manager at Precision Resolution LLC
Catherine, Senior Case Manager at Precision Resolution, is a veteran paralegal with 18 years of experience, 11 of which have been primarily focused on personal injury. A Louisiana native, she attended the University of New Orleans and Georgia Piedmont, where she earned her paralegal degree and served on the Paralegal Studies Advisory Committee until 2018. Known for her passion for dissecting details, Catherine excels in preparing complex arguments and brings a meticulous, strategic approach to resolving liens.
Senior Lien Attorney at Precision Resolution, LLC
Mr. Loudenslager is the Senior Lien Attorney at Precision Resolution, LLC. A Certified Medicare Set-Aside Consultant, he focuses his practice on Medicare Advantage Plan, ERISA, and Medicaid liens, specifically the litigation and resolution of these lien amounts in personal injury actions. He received his J.D. from Western New England University School of Law in Springfield, MA, where he served as Production Editor for the Western New England Law Review.
Consultant at Precision Resolution, Paramount
John was one of the first attorneys to obtain the certification of Master of New York Trial Advocacy in November 2023 from the Academy of Trial Lawyers, having completed over 200 hours of approved courses. A graduate of the University at Buffalo School of Law, John was admitted to practice law in New York State in 1995. This background enables John to assist plaintiff attorneys and their clients in navigating common government benefit and entitlement hurdles associated with the settlement of personal injury cases. John holds the professional designations of Medicare Set-Aside Certified Consultant (MSCC) since 2014 and Chartered Special Needs Consultant (ChSNC®) since 2017.
Medicare and Individual Health Insurance Consultant at Lawley
As a Medicare and Individual Health Insurance Consultant, Lisa specializes in Medicare insurance plans, the New York State individual marketplace, relationship building, and customer service. She has over 20 years of experience and holds a Life, Accident, and Health License and a Property & Casualty License. She is a Voluntary Benefits Specialist (VBS) and holds an America's Health Insurance Plans Certification (AHIP) – an industry-recognized process that demonstrates completion of required Medicare insurance training courses and sales compliance with the Centers for Medicare & Medicaid Services (CMS). Lisa earned her bachelor's degree from SUNY Fredonia.
