Medicare Set-Asides, Pooled Trusts, and Public Benefits: A Practical Guide for Attorneys

Ms. Baer, Esq. is Counsel and Director of New Client Services at Commonwealth Community Trust, a non-profit pooled trust administrator serving beneficiaries across the United States who are injured, vulnerable, or have special needs. Prior to joining CCT, Ms. Baer was a partner at Family First Law Group, PLLC, in Alexandria, Virginia, and her practice focused on estate planning, estate and trust administration, and guardianship and conservatorship. Prior to entering private practice, she served as an Assistant Attorney General in the Virginia Attorney General’s Health Services Section from 2010 to 2012, helping to advise several state agencies that provide services to persons with disabilities.

Mr. Tiefenback, Esq., is Counsel and Director of Client Services at Commonwealth Community Trust, a non-profit pooled trust administrator serving beneficiaries across the United States who are injured, vulnerable, or have special needs. Prior to joining CCT, Mr. Tiefenback was a trust and estate attorney at Sands Anderson PC and TrustBuilders Law Group. His practice focused on estate planning and trust creation and administration, with an emphasis on special needs trust planning. Mr. Tiefenback currently serves on the board of directors of the Alliance of Pooled Trusts (APT), the first coalition in the United States dedicated to uniting Pooled Trust providers in establishing best practices for the industry. He also writes for CCT and other publications, including NAELA News, and speaks at CLE seminars and other events across the country. 

Mr. Pawley has spent the last 19 years assisting insurance carriers, third party administrators, self-insureds, and attorneys with settlement planning on workers compensation and liability claims. As a 17-year employee of Medivest, he presents nationally regarding issues ranging from Medicare Set Asides and Professional Administration to the preservation and coordination of public benefits.