Category Archives: ANNOUNCEMENTS

The 2018 End-of-Year Thought Leadership Review

As 2018 comes to an end, we are providing a complimentary recap of the important topics we have covered including Medicare Compliance, Lien Resolution, Settlement Consulting and Government Benefit Preservation, Structured Settlements, Trust Services, and Tax Deferral of Fees.  To learn more about any of these topics, use the links that correspond to the topics…

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CMS Gearing Up to Reject Medicare Claims Related to Liability Settlements: LMSAs on the Horizon

By B. Josh Pettingill Last week, the Centers for Medicare and Medicaid Services (CMS) released a “CMS Manual System” “One-Time Notification” regarding Liability Medicare Set Asides and enforcement of the Medicare Secondary Payer statute (MSP). Starting October 1, 2017, Medicare and their contractors will reject medical claims submitted post-resolution of a liability settlement on the…

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CMS Announces Consideration for Expansion of Liability MSAs

CMS Announcement June 8, 2016 – Consideration for Expansion of Medicare Set-Aside Arrangements (MSA) “The Centers for Medicare and Medicaid Services (CMS) is considering expanding its voluntary Medicare Set-Aside Arrangements (MSA) amount review process to include the review of proposed liability insurance (including self-insurance) and no-fault insurance MSA amounts. CMS plans to work closely with…

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1024(b)(4) – Send It To The Right Place!

In Allena Burge Smiley v. Hartford Life and Accident Insurance Company, et. al, No. 15-10056 (11th Cir. 2015), the Eleventh Circuit reiterated what Synergy regularly advises clients to do regarding the statutory document request pursuant to 29 U.S.C. 1024(b)(4) – send it to the right place! The first step in properly defending against an asserted…

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Introducing Medicare 360° – A Complete Medicare Secondary Payer Compliance Solution

Synergy Settlement Services’ experts will resolve the most difficult and complex Medicare Secondary Payer compliance challenges facing your firm. Medicare 360° is the complete solution for Medicare conditional payment resolution and Medicare Set Aside (MSA) allocations. Medicare 360° combines the most powerful services from our lien resolution group and our MSP compliance group into one…

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Don’t Miss FJA’s Collateral Sources Webinar TOMORROW, April 29th.

Don’t Miss FJA’s Collateral Sources Webinar TOMORROW, April 29th. The event is co-chaired by Synergy’s CEO, Jason Lazarus. Join us for the latest information on ERISA, Medicaid and Medicare Liens. CLE Special – You do not need to be a FJA member to register for this webinar! Date: April 29, 2015 Time: 8:30am – 1:00pm…

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Synergy’s Philadelphia CLE Seminar is Under Way Today!

Synergy’s Philadelphia CLE seminar on the topics of Medicare Secondary Payer Compliance in 2015 and Lien Resolution Techniques is under way with a great crowd! Check out the upcoming events page on our website for additional CLE dates in a city near you.

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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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