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Master the critical language and compliance steps to ensure your settlements are funded, approved, and protected.
When it comes to settlement documents, every word matters. This program examines how precise drafting in releases and court submissions can make—or break—a structured settlement.
The program will include an overview of structured settlements, and experts with perspectives on Medicare compliance, trusts and estates, and more.
Each speaker will highlight how settlement language affects their area and will share practical guidance to help attorneys avoid common pitfalls and draft with confidence.
Topics Covered:
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.
Vice President of Marketing and Business Development at NYSM, Inc.
Kira is a co-founder and Vice President of Marketing and Business Development at NYSM, Inc. Kira has more than 30 years of experience working as a specialist in marketing and advertising, including eight years as Luxury Goods and Retail Director at New York magazine. She has put her extensive marketing background to use in promoting the benefits of structured settlements and new business development at NYSM, Inc.
President of New York Settlement Math, Inc.
Sam is co-founder and President of NYSM, Inc., a full-service structured settlement brokerage with a concentration in personal injury, medical malpractice, maritime liabilities, and the complicated settlement and judgment math of New York. To further serve his clients and help them to appreciate New York's challenging settlement math, Sam created an exclusive and proprietary website featuring custom-made online settlement calculators.
Attorney at Robert Legal Group
Mr. Robert’s practice focuses on elder law, guardianships, trusts and estates, and special needs planning. Mr. Robert is a board member of the New York Chapter of the National Academy of Elder Law Attorneys, a member of the Elder Law and Special Needs Planning and Trusts and Estates Sections of the New York State Bar Association (“NYSBA”), a member of the New York State Trial Lawyers Association, and a member of the Brooklyn and Nassau County Bar Associations. Mr. Robert was selected as a Rising Star by Super Lawyers in 2017 and 2018. He also chaired the March 2019 NYSBA joint Elder Law and Special Needs and Torts, Insurance, and Compensation Sections CLE program, Protecting Personal Injury Recoveries for Persons on Public Benefits. Before founding Robert Legal Group, Mr. Robert was an associate at Kassoff, Robert & Lerner, LLP, a premier Long Island elder law firm. Prior to that, he was a corporate associate at Kramer Levin Naftalis & Frankel, LLP, where he represented publicly traded and privately held companies and private equity firms in antitrust law and mergers and acquisitions. Mr. Robert is a graduate of the Benjamin N. Cardozo School of Law, cum laude, where he was an Associate Editor of the Cardozo Law Review and was named to the Order of the Coif. During law school, Mr. Robert studied alternative dispute resolution and was a quarter-finalist at the 4th Annual ICC International Commercial Mediation Competition in Paris, France. Mr. Robert was also a teaching assistant in tort law for Professor Eva Hanks. He graduated cum laude from Tulane University, where he was a Dean's Honors Scholar and earned a B.A. in History. Before his legal career, Mr. Robert was a drummer in various New Orleans rock and roll bands, including Jonas Risin' and Pocketfoxx. He and his wife, Catey Hill, a renowned personal finance journalist and author of Shoo, Jimmy Choo! The Modern Girl's Guide to Spending Less and Saving More and The Thirty-Minute Money Plan for Moms, reside in Brooklyn, New York, with their daughter, Edie, and son, Ike.
Sr. Sales Consultant at MetLife
Alex has been with MetLife and the Structured Settlements industry for 10 years. He works on its sales team partnering with brokers, attorneys, and claims professionals to help design and implement structured settlement solutions that meet the unique needs of injured parties and their families.
Vice President, Medicare Secondary Payer Compliance, Medivest
Natt Reifler is Vice President of Medicare Secondary Payer Compliance for Medivest. He has been practicing law for more than 30 years and is actively licensed in Florida. Natt's consultations and scope of work include MSP Opinion Letters and lien resolution evaluations for traditional and Medicare Advantage Plan (MAP) liens, and other private and public health plan lien types including ERISA, VA, TRICARE, Federal (FEHBA) and State Employee, Private Health Plan, and provider/hospital liens. He also advises in-house with Medivest's contract administration, sales, and general operations and holds a CMSP (Certified Medicare Secondary Payer Professional) designation and is on the Medicare & Medicaid and Legs and Regs Committees with NSSTA. Medivest offers attorneys Medicare Secondary Payer (MSP) compliance services, including Medicare Set-Aside allocation reports, Medical Cost Projections, Professional Administration of MSA and Medical Custodial accounts, as well as MSA accounts which are sub-accounts under Special Needs Trusts, as well as Trust Advisor Services.