Lien Resolution 101 - Webinar
Whether you are interested in offering lien resolution services or just want to know enough to assist in settlement negotiations, this program is for you. Clayton Merschbrock will demystify the various types of medical liens, including Medicare, Medicaid, and ERISA, and provide attendees with proven strategies for success. Don’t miss this virtual primer course guaranteed to elevate your litigation practice.
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
9:00 – 9:10 am
Welcome and Introduction
Extended by Clayton Merschbrock, Esq., Zipliens, and Susie McNulty, Esq., CBA-CLE
9:10 – 9:45 am
Intake Strategies – Basics of Lien Resolution
- Review of initial case intake and documentation requirements.
- Strategies for identifying, evaluating, and categorizing lien claims.
- Best practices for effective communication with clients and stakeholders during lien resolution.
Presented by Clayton Merschbrock, Esq., Zipliens
9:45 – 9:50 am
Stretch Break
9:50 – 10:50 am
Medicare – Lien Resolution
- Overview of Medicare lien regulations and statutory reduction formulas.
- Detailed explanation of calculation methods with real case examples.
- Best practices for negotiating and effectively resolving Medicare liens.
Presented by Clayton Merschbrock, Esq., Zipliens
10:50 – 10:55 am
Stretch Break
10:55 – 11:25 am
Medicaid – Lien Resolution
- Overview of Medicaid lien regulations, including statutory requirements and case law precedent.
- Strategies for assuring and negotiating Medicaid liens effectively.
- Best practices for documentation, compliance, and communication with stakeholders.
Presented by Clayton Merschbrock, Esq., Zipliens
11:25 – 11:55 am
VA & TRICARE – Lien Resolution
- Examination of the unique frameworks for VA and TRICARE liens.
- Discussion of common challenges and negotiation strategies to military-related claims.
- Best practices for ensuring compliance while resolving liens efficiently.
Presented by Clayton Merschbrock, Esq., Zipliens
11:55 am – 12:55 pm
Lunch (on your own)
12:55 – 1:55 pm
Private Health Insurance – ERISA Self-Funded Lien Resolution
- Explanation of the unique characteristics of ERISA self-funded plans.
- Strategies for managing and resolving lien claims within self-funded frameworks.
- Discussion of regulatory considerations and risk management techniques.
Presented by Clayton Merschbrock, Esq., Zipliens
1:55 – 2:00 pm
Stretch Break
2:00 – 2:30 pm
Private Health Insurance – FEHBA & Non-Preemptive Plan’s Lien Resolution
- Overview of FEHBA guidelines and the specifics of non-preemptive plans.
- Discussion of lien calculation methods and illustrative case studies.
- Practical tips for effective negotiation and resolution within these frameworks.
Presented by Clayton Merschbrock, Esq., Zipliens
2:30 – 3:00 pm
Ethical Obligations for Plaintiff’s Attorneys in Lien Resolution
- Examination of ethical considerations and professional responsibilities.
- Discussion of potential conflicts of interest and maintaining duty of care.
- Best practices for compliance, transparency, and ethical negotiation in lien resolution.
Presented by Clayton Merschbrock, Esq., Zipliens
Submitted for 0.6 Ethics Credit
3:00 pm
Adjourn
Registration Fees
| Non Member | $529.00 |
| CBA Member | $399.00 |
| CBA Litigation Section Member | $319.00 |
| LLP/Paralegal/Legal Support Staff | $199.50 |
| Public Service/Government | $199.50 |
| Active Military | $199.50 |
| New Lawyer Edge Partner | $199.50 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
| Student Currently Enrolled in Law School | $0.00 |
- General Credits: 6.00
- Ethics Credits: 0.60
- EDI Credits:
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