Agenda / Content Covered

10:00 am to 5:00 pm Eastern Standard Time

1. Subrogation and Liens - Simplified.
   10:00 - 10:45, Brad Kolling
   1. Subrogation Rights Explained
   2. Subrogation vs. Lien
   3. The Importance of Relatedness
   4. Discovering All Potential Lienholders
   5. Investigation Tips
2. Paralegal Processes and Procedures (w/Sample Forms, Docs and Checklists)
   10:45 - 11:45, Aaron P. Frederickson
   1. Tracking, Researching, and Resolution Tips
   2. Working with Case Management Databases to Track Progress
   3. Working with Spreadsheets (w/Examples)
   4. Maintaining Ongoing Management of Files
   5. Meeting Critical Deadlines and Managing Critical Lien Data
   6. Conducting Health Claim Audits/Auditing Healthcare Claims Itemization
   7. Management Updates, Case Progress Pointers
   8. Organizing and Responding to Incoming Correspondence
   9. Obtaining and Assessing Information From Third Parties
   10. Ensuring Compliance with Lien Obligations
3. ERISA Liens (w/Sample Forms, Docs and Checklists)
   12:00 - 1:00, Brad Kolling
   1. ERISA Lien Overview, Types of Plans
   2. Claim Investigation Tips/Whom to Contact
   3. Drafting Correspondence, Faxing, Mailing, Scanning, Filing
   4. Assessing Lien Validity, Priority, and Limitations
   5. Charting, Tracking and Documenting Tips (With Examples)
   6. Generating Correspondence to and From ERISA
   7. Negotiating Final Payback Terms
   8. Paralegal Resolution Pointers, Mistakes and Timing
4. MEDICARE Liens (w/Sample Forms, Docs and Checklists)
   1:30 - 2:30, Aaron P. Frederickson
   1. Medicare Secondary Payer Act Explained
   2. Statutes, Regulations and Agency Guidance
   3. Medicare's Subrogation Rights
   4. Conditional Payments and Liens Simplified
   5. Dealing with Medicare - Sample Case Study
   6. Generating Medicare Final Demand Notices
   7. Generating Correspondence to and From Medicare
   8. Negotiating Final Payback Terms
   9. Charting and Documenting Tips (With Examples)
   10. MSA Funding, Administration and Docs
5. MEDICAID Liens (w/Sample Forms, Docs and Checklists)
   2:30 - 3:15, Aaron P. Frederickson
   1. Medicaid Basics: Eligibility, Dual Eligibility and Expansion
   2. Governing Laws, Changes and Trends
   3. Charting and Documenting Tips (With Examples)
   4. Generating Correspondence to and From Medicaid
   5. Changes to Settlement Awards
6. Resolving Other Liens
   3:30 - 4:00, Aaron P. Frederickson
   1. Hospital
   2. Ambulance
   3. Workers' Compensation Liens
7. Ethics of Lien Resolution
   4:00 - 5:00, Aaron P. Frederickson
   1. Obligations to Lien Claimants
   2. Ethical Issues That May Arise When Dealing with Lien Claims
   3. Avoiding UPL in Lien Resolution
   4. Preserving Confidentiality

Accreditation Details:

AARON P. FREDERICKSON is the founder of MSP Compliance Solutions, LLC. He has legal practice experience in the areas of workers' compensation, personal injury and Medicare compliance. Mr. Frederickson is also a health insurance professional and has been licensed to practice law in Minnesota since 2002, as well as Wisconsin since 2008. In addition to working on highly regulated matters, Mr. Frederickson has litigated countless cases and founded a compliance consulting firm where he helped numerous individuals from diverse backgrounds across the United States. He also assists low income persons via pro bono legal representation. Mr. Frederickson earned his B.A. degree from St. Cloud State University and his J.D. degree from William Mitchell College of Law in St. Paul, Minnesota. He is an active member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP) and the Hennepin County Bar Association (HCBA).

BRAD KOLLING is a litigation attorney with Felhaber Larson. He practices in the areas of workers' compensation; employee benefits law; intervention and subrogation; labor and employment; alternative dispute resolutions; and railroad litigation, including FELA claims. He is an experienced litigator in all aspects of litigation, including trials, administrative hearings and appeals. Mr. Kolling is a qualified neutral and assists litigants in alternative dispute resolution, with a focus on workers' compensation mediation. He is a qualified facilitative/hybrid neutral (mediation) pursuant to Rule 114 of the Minnesota Rules of General Practice for the District Courts, a qualified civil adjudicative/evaluative neutral (arbitrator) pursuant to Rule 114 of the Minnesota Rules of General Practice for the district courts, and has received advanced training in the art of trial skills at the National Institute for Trial Advocacy (NITA) National Session Program. Mr. Kolling is a member of the Anoka County, Hennepin County, and the Minnesota State bar associations; and the Minnesota Defense Lawyers Association. He earned his B.A. and B.S. degrees, cum laude, from the University of North Dakota; and his J.D. degree, with distinction, from the University of North Dakota School of Law.