Tag Archives: settlement consulting

Understanding Structured Settlements and Medicare Set-Asides

October 14, 2021 Samantha Webster Settlement – What to Consider for a Medicare Set-Aside (MSA) When settling a case involving a current Medicare beneficiary and before finalizing, it is important to understand what actions need to be taken to consider Medicare’s interest. What does this all mean and what are the three most important things…

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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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The Synergy Settlements team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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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.

Understanding Structured Settlements and Medicare Set-AsidesThird Thursday Webinar Series

The parties agree that a Medicare Set-Aside is needed, now what? In this month's webinar, presented by Synergy CEO, Jason D. Lazarus, you will learn about the process basics for setting up a set aside including MSA allocations, funding mechanisms for set-asides, post-settlement administration as well as an overview of the process to make sure you close the case compliantly.

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