Worker's Compensation & Liability Consulting

Member, National Alliance of Medicare Set-Aside Professionals

We can provide most of our WC and Liability Consulting

services on a nationwide basis, so long as we are assisting

local counsel for the plaintiff, claimant/applicant, or carrier.

Disability Trusts, Supplemental Needs Trusts, Special Needs Trusts 

for Medicaid and SSI

Trust drafting;

Court created trusts;

Screen and advise trustees on administration;

Obtain SSI and Medicaid approval of trusts; and

Coordinate trust execution and funding.

Medicare Set-Aside Arrangements

Drafting of Medicare Set-Aside Trusts;

Drafting of Medicare Set-Aside Custodial Agreements;

Self-administered arrangements;

Screen and advise fiduciaries on administration;

Liability & WCMSA Submissions;

Obtain CMS approval of Medicare Set-Aside Arrangements;

Provide written preliminary analysis of Medicare and other 

    public benefit issues and potential exposure to liens, 

    MSP claims and Medicare Set-Aside amounts prior to your 

    settlement negotiations; 

Other WC & Liability Consulting Services

Advise on settlement and public benefit issues;

Advise on structured settlements and funding mechanisms;

Advise on coordination of benefit issues, including 

    Medicare, Group Health Plans and COBRA;

Attend mediation;

Assist in negotiating settlement;

Draft Disability Trusts, Special Needs Trusts, Supplemental Needs Trusts;

Draft Irrevocable Discretionary Support Trusts;

Draft Educational Trusts for Minor Children;

Draft Medical Care Trusts;

Determine existence and amount of Medicare Claims and Medicaid Liens;

Deal with Medicare Claims, Medicaid liens and third party liens;

Draft or revise agreements for settlement or compromise of 

    third party liability or worker's compensation claim, subject 

    to final review by lead local counsel; and

Other additional services as may be needed in your case.