By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC If you take nothing else from this, when you refer a case to another firm you need to make sure you have 3 things: 1) A written fee agreement; 2) A copy of the lawyer’s malpractice insurance…
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How Structured Settlements and Trusts Work Together to Protect Your Client’s Recovery Long after the Settlement Ends
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services Editor: Jason D. Lazarus, J.D., LL.M, MSCC, CSSC We hear the same thing from attorneys over and over: I secured a substantial recovery for my client, but I am concerned they…
Feel SECURE Joining a Pooled Trust
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services Editor: Jason D. Lazarus, J.D., LL.M, MSCC, CSSC Last year we told you about how the Tax Cuts and Jobs Act (TCJA) impacted trust taxation and how clients could use a structured…
Third-Party and Workers’ Compensation Case: What about the Medicare Set-Aside?
By Guest Author B. Joshua Pettingill, MBA, MS, MSCC Editor: Jason D. Lazarus, J.D., LL.M, MSCC, CSSC Introduction An inquiry that Synergy receives on a regular basis involves a Medicare-eligible claimant who has both a workers’ compensation and a third-party liability companion case. The third-party liability…
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Protecting Medicaid & Medicare for Dual-Eligible Clients
By Guest Author, Evelynn Passino, J.D. – Executive Director of Pooled Trust Services If your client has Medicaid and Medicare, there are a few things you need to understand before cutting settlement checks to them. Both benefits may be jeopardized if settlement funds are handled…
Publix v. Figareau – ERISA Plan’s “Equitable Relief” Enforceable Against Plaintiff Attorney and Injury Victim
By Guest Author Teresa Kenyon, Esq. – Director of Lien Resolution for Synergy Settlement Services In Publix Super Markets, Inc. v. Figareau et. al., Case No. 8:19-cv-545, 2019 WL 6311160 (M.D. Fla. Nov. 25, 2019), the Court permitted an ERISA self-funded health plan’s equitable lien claim…
Hospital Liens: Factual and Legal Reduction Strategies
By Guest Author Michael Walrath, Esq. – Director of Synergy’s Medical Bill Clinic Some of the most frustrating and murky issues facing attorneys representing injured clients stem from alleged direct provider “liens” against settlement proceeds. The positions of various state bar associations on these issues,…
Of Interest
Coronavirus Relief for Your Small Business
The Covid-19 pandemic has placed an enormous amount of stress on our economy. This is no different for millions of small business owners around the country. On March 27, 2020, the $2 trillion CARES Act was signed into law, giving relief to individuals, small businesses,…
New Stimulus Package Broadens Unemployment Eligibility and Increases Amount Available
Congress just passed a Stimulus Package to inject around $2 trillion into the U.S. economy. President Trump is expected to sign it into effect later today. In order to help you understand what it means for you, your family, and your business, my colleague Daniel…
FDA Links Zantac to Cancer-Causing NDMA, Requests Immediate Removal from Market
In the latest step of a major investigation, the U.S. Food and Drug Administration has determined that prescription and over-the-counter (OTC) ranitidine medications, including Zantac, may expose consumers to “unacceptable levels of impurity.” As a result, the FDA is requesting that manufacturers withdraw all ranitidine…
