Synergy Blog

Lien Res Success Story – Synergy obtains Medicare refund of $31,185.63 for estate of deceased beneficiary

This case involved a Medicare beneficiary pedestrian who was struck and
severely injured by the tortfeasor’s automobile.  The attorney for the
estate was able to obtain a policy limits settlement from the tortfeasor’s
Bodily Injury carrier in the amount of $100,000.00.  Medicare had issued
conditional payments in amount of $245,363.12 prior to the beneficiary’s death
and asserted a Final Demand for the entire settlement, minus attorney fees and
costs.  The estate paid the Final Demand and then engaged Synergy to
attempt to obtain a waiver or compromise.  Synergy’s knowledge of both the
MSPRC and CMS processes as well as experience in obtaining reductions from both
resulted in a timely and favorable result.  The estate reduced its
Medicare liability by 50% entitling it to a refund of $31,185.63.

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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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