Synergy Blog

The Curious Case of a Loudoun County Man: Why you always need a plaintiff settlement planner to assist with a structured settlement

July 7, 2020 By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC In a recent Washington Post article, an egregious story of embezzlement was detailed involving personal injury settlements for children whose parents had died due to medical malpractice.  The settlements stemmed from cases against the federal government who in turn had hired the Pension Company,…

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Structured Settlement: Peace of Mind for the Injured Worker

June 16, 2020 B. Josh Pettingill In these uncertain times, a structured settlement can provide a secure, low-risk source of compensation and the convenience of regular payments tailored to fit the injured worker’s specific needs. With all the market uncertainty and turmoil, now is the time for an injured worker to consider a structured settlement….

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United States of America vs. Carrigan & Anderson, PLLC

April 29, 2020 United States of America vs. Carrigan & Anderson, PLLC, Stephen P. Carrigan:  U.S. Attorney brings suit against personal injury lawyer and his firm over failing to pay back Medicare for conditional payments By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC In yet another example of Medicare compliance-related issues, a Houston law firm…

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Medicare Advantage Plans and Workers Compensation Medicare Set-Asides

March 25, 2020 B. Josh Pettingill We are oftentimes asked about injured workers who have a Medicare Advantage Plan (MAP) and if they still need to use their Workers’ Compensation Medicare Set-Aside (WCMSA) funds if the MAP will cover all their medical care. This brief post will explain Medicare’s position on this issue and then…

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Today Planning is More Critical than Ever

March 24, 2020 Now, more than ever, proper settlement planning is critical for disabled clients.  Protecting their recovery should be top of mind and a high priority given the turbulence in our global markets.  There are always going to be ups and downs in the financial markets.  The real estate market has crashed.  The tech…

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Liability Medicare Set-Asides (LMSAs): Insurance Policy for All

March 12, 2020 B. Josh Pettingill This article highlights why a Medicare Set-Aside (MSA) should be viewed by all settlement parties as an insurance policy – nothing more, nothing less. Medicare Secondary Payer Compliance is not a scare tactic, nor is it something to be disregarded. Rather, addressing the MSP by analyzing the need for…

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Hospital Liens: Factual and Legal Reduction Strategies

February 13, 2020 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, and the limited law delineating them, have historically been ever-shifting and evolving. Ethical Obligation to Protect Liens One constant in…

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TESTIMONIALS

“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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