MEDICARE SET-ASIDE ROADMAP YOU MUST ALWAYS CONSIDER MEDICARE’S INTERESTS WHEN SETTLING MEDICAL BENEFITS.
PAST PAYMENTS PAST PAYMENTS MAY HAVE BEEN MADE IF...
FUTURE PAYMENTS
MEDICARE PROTECTION PLAN MUST BE APPROVED BY CMS IF...
IS CLAIMANT
IS CLAIMANT
C O U L D C M S H AV E
MEDICARE
SSD
PAID BY
ELIGIBLE?
ELIGIBLE?
(AS OF THE SETTLEMENT DATE)
(AS OF THE SETTLEMENT DATE)
MISTAKE?
IS CLAIMANT
IS SETTLEMENT
MEDICARE
$ 25,000
ELIGIBLE?
- AND -
OR MORE?
RANGE OF
YES
LEARN MORE...
PAST PAYMENT OPTIONS
1
IGNORE
2
3
CLAIMANT DISAVOW
EARMARK LUMP SUM
4
CLAIMANT INDEMNIFIES US
5
6
SEPARATE ACCOUNT
ASK CMS/ PAY CMS
THE EXPERIENCED ATTORNEYS AT CIPRIANI & WERNER CAN HELP YOU STRATEGICALLY NAVIGATE THE MEDICARE SET-ASIDE PROCESS. LEARN MORE AT WWW.C-WLAW.COM.
PITTSBURGH
YES
(AS OF THE SETTLEMENT DATE)
CMS APPROVAL REQUIRED
EITHER
1
SUBMIT FORMAL MSA PROPOSAL TO CMS
2
LEAVE MEDICAL BENEFITS OPEN
OR
650 Washington Rd, Suite 700 Pittsburgh, PA 15228
HARRISBURG
1011 Mumma Rd, Suite 201 Lemoyne, PA 17043
PHILADELPHIA
450 Sentry Parkway, Suite 200 Blue Bell, PA 19422
OR IS CLAIMANT
ELIGIBLE IN 30 MONTHS?
IS THERE A “REASONABLE EXPECTATION” OF MEDICARE ELIGIBILITY WITHIN 30 MONTHS OF THE SETTLEMENT DATE?
RANGE OF ALTERNATE IS SETTLEMENT
- AND -
$ 250,000
OR MORE?
NO
FUTURE PAYMENT OPTIONS
1
IGNORE
COST
2
CLAIMANT TESTIMONY
3
EARMARK LUMP SUM
4
CLAIMANT INDEMNIFIES US
5
SEPARATE ACCOUNT
SCRANTON
6
INFORMAL MSA
409 Lackawanna Ave, Suite 4C Scranton, PA 18503
NEW JERSEY LIABILITY PROTECTION
155 Gaither Drive, Suite B Mt. Laurel, NJ 08054
WALTER E. WERNER, III
wwerner@c-wlaw.com (412) 563-2500
DENNIS P. CULLEN, JR.
dcullen@c-wlaw.com (717) 975-9600 JOHN F. HAYES, II
jhayes@c-wlaw.com (610) 567-0700 JOSEPH M. CAPUTO
jcaputo@c-wlaw.com (570) 347-0600 GREGORY C. DICARLO
gdicarlo@c-wlaw.com (856) 761-3800