BarbriSFCourseDetails
  • videocam Live Online with Live Q&A
  • calendar_month December 9, 2025 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Personal Injury and Med Mal
  • schedule 90 minutes

Resolving Medical Liens and Reimbursement Claims in Personal Injury Cases: Achieving Predictability and Finality

$197.00

This course is $0 with these passes:

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Description

The open discussion for personal injury litigators will discuss the latest developments and relevant ERISA, FEHBA, and MAO case law.

Listen as our renowned panelists offer an overview of the law governing subrogation/reimbursement in the context of personal injury settlements and provide guidance on topics of critical importance for resolving liens:

• How to make proper ERISA document request

• Equitable arguments in ERISA 

• Negotiation tactics

• Litigative tactics

• FEHBA

• Medicare Advantage

• MAO Procurement cost reduction

• Medicare Refunds


Presented By

Roger Baron
Professor
The Place Firm, PLLC

Professor Emeritus Roger Baron, University of South Dakota School of Law, has authored numerous articles on Subrogation and ERISA Reimbursement issues. Mr. Baron’s Mercer Law Review article on ERISA reimbursement has been cited by three federal district courts in written opinions handed down in Illinois, New Jersey, and Washington. One of his earlier articles on subrogation was cited by the U.S. District Court of Nebraska (Judge Urbom) in a 2003 decision denying subrogation. More recently, the Supreme Court of Hawaii (2017) cited and relied upon one of his articles in denying the efforts by health insurers to undermine Hawaii’s protective legislation.  


Mr. Baron has also been actively involved in ERISA reimbursement litigation, representing clients and lawyers in state and federal courts across the country. He has participated in three U.S. Supreme Court proceedings -- he co-authored an amicus brief filed in the Supreme Court in McCutchen v. U.S. Airways, filed on behalf of several trial lawyer organizations; he was part of the small team of lawyers who represented Joel and Marlene Sereboff in the 2006 U.S. Supreme Court Sereboff case; and he worked with the lawyers representing Deborah and James Shank in their case involving Wal-Mart in 2008-09. Although the Supreme Court denied the Shank’s Petition for Writ of Cert, the public outcry caused Wal-Mart to re-evaluate its policy.  Upon re-evaluation, Wal-Mart permitted the Shanks to retain all of their settlement recovery and also change its plan document for the handling of future reimbursement cases.  

David L. Place
Owner
The Place Firm, PLLC

Mr. Place exclusively assists personal injury victims and plaintiff counsel with complex lien resolution problems using his vast knowledge of the other side’s techniques. Mr. Place spent fourteen years representing large private group health insurance plans, self-funded ERISA groups, FEHBA plans, Medicare Advantage plans, state Medicaid plans, as well as stop-loss and disability plans in their subrogation/recovery programs. He asserted subrogation/reimbursement rights for those groups in all fifty states, personally recovering nearly one hundred million dollars for the insurance industry.

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, December 9, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. What is the lien landscape for personal injury litigants in 2022?

A. Medicare Parts A/B (traditional)

B. Medicare Part C (advantage)

C. Medicare Part D (prescription drugs)

D. Medicaid

II. Private/ERISA/FEHBA

A. Affordable Care Act

B. Military

C. Workers' compensation

D. Indian Health

III. Focal point: Medicare advantage plan

A. PAID Act coming, but what about now?

B. How to find that hidden MAP out there?

C. Historical

D. Humana

E. MSP recoveries

IV. Using predictive settlement solutions to resolve liens

V. Judicial allocations via arbitration to minimize lien exposure

A. What does "on the merits" mean?

B. Why settling the case is the wrong path to minimize lien exposure

C. How a well-planned arbitration path makes more sense

VI. Qualified settlement funds (QSFs)

A. Protection for defendants

B. Protection for plaintiffs

VII. Lien resolution compliance programs

A. What is a lien resolution compliance program?

B. Why is 2022 the right time to implement a lien resolution compliance program?

C. What to seek in the right lien resolution compliance program

The panel will review these and other consequential issues:

  • Why current lien resolution techniques fail to achieve the results intended
  • How lienholders are using new tools to increase recovery efforts
  • When utilizing predictive settlement solutions makes the most sense