Monthly Archives: June, 2015

SCOTUS Grants Cert. To Review ERISA Subrogation Rights

For some time a split has existed in the Circuits regarding the ability of an ERISA Plan to reach assets that are not in the “control and possession” of the plan participant. Eight of the thirteen circuits have expressed opinions on the presented questions, with the majority (6 to 2) finding that the ERISA plan…

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Lien Resolution Success – Synergy reduces self-funded ERISA subrogation claim by 70%, an additional 57% more than the trial attorney could

This is a case wherein a plaintiff, while recovering from hip replacement surgery, was dropped during a bed transfer at the rehabilitation facility.  The plaintiff engaged counsel and was able to secure a settlement in the amount of $140,000.00.  The plaintiffs’ medical care had been provided by a self-funded ERISA Plan who wanted full repayment…

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Medicare Gives Refunds? How Can My Client Get One?

Repaying Medicare for conditional payments is a necessary but unpleasant process which can result in a greatly reduced net recovery or no recovery at all for an injured Medicare beneficiary.  The Medicare Secondary Payer Statute has a repayment formula that is designed to maximize the return of funds to Medicare and provides no consideration for…

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“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

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