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Courses/Law/Personal Injury Law

Navigation Medicaid Minefield: A Guide for PI Practitioners

Navigating Medicaid recovery in New York personal injury cases.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 29, 2025
Navigation Medicaid Minefield: A Guide for PI Practitioners

What You'll Learn

check_circleUnderstand Medicaid recovery rules and limitations in New York.
check_circleLearn the impact of Social Services Law 104-b on personal injury cases.
check_circleDevelop best practices for handling third-party recovery with Health Management Systems, Inc.
check_circleStay updated on recent case law, including the Gallardo decision.

About This Course

This program will provide an in-depth analysis of the role Medicaid plays in personal injury cases. Topics will include: the basis for and limitations on Medicaid recovery in NY, the impact of Social Services Law 104-b, best practices for dealing with Medicaid and their third-party recovery agency, Health Management Systems, Inc., recent case law (including the recent Gallardo case before the U.S. Supreme Court), preservation of client Medicaid benefits following settlement and much more!

Medicaid regulations can be a complex and challenging aspect of personal injury practice. This course provides attorneys with essential knowledge on maneuvering Medicaid liens, reimbursement requirements, and settlement considerations. Participants will learn strategies for protecting client benefits, negotiating settlements, and ensuring compliance with Medicaid laws. Designed for personal injury practitioners, this course equips attendees with practical tools to manage Medicaid-related issues effectively and avoid common pitfalls in litigation and settlement negotiations.

Topics Covered:

  • Understanding Medicaid Liens in Personal Injury Cases
  • Compliance and Legal Considerations in Medicaid Claims
  • Protecting Client Benefits While Maximizing Settlements
  • Strategies for Negotiating Medicaid Reimbursements
  • The Role of Trusts and Structured Settlements in Medicaid Cases
  • Ethical Considerations in Handling Medicaid-Related Issues
  • Case Studies on Medicaid and Personal Injury Settlements

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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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.

PAUL  ISAAC
PAUL ISAAC

PRECISION LIEN RESOLUTION

Many of you know Paul as the Academy’s longest standing partner and sponsor, and as managing partner of Precision Lien Resolution and Paramount Settlement Planning and Invictus advisory services. Many know and rely on Paul as a problem solver. His unique experience as a trial lawyer combined with his advocacy at numerous mediations each year give him practical insight on the topics we’re discussing today.

Tara Pleat
Tara Pleat

Attorney at WILCENSKI & PLEAT PLLC

Tara Anne Pleat practices in the areas of special needs estate planning and administration, traditional estate planning and administration, and long-term care planning. Dedicated to serving her community and helping others navigate the complex world of special needs law, her many local, statewide, and national affiliations include: Immediate-past Chair of the Elder Law and Special Needs Section of the New York State Bar Association Member of the Special Needs Alliance, an invitation-only, national network of leading attorneys dedicated to the practice of disability and public benefits law, where she serves on the Board of Directors.

Jay Robert
Jay Robert

Founder of ROBERT LEGAL GROUP

Mr. Robert’s practice focuses on elder law, guardianships, trusts and estates, and special needs planning. Prior to founding Robert Legal Group, Mr. Robert was an associate with Kassoff, Robert & Lerner, LLP, a premier Long Island elder law firm. Mr. Robert is a graduate of the Benjamin N. Cardozo School of Law, cum laude, and Tulane University, cum laude, where he was a Dean's Honors Scholar and earned a B.A. in History. ​

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We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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