1. Medicare Set-Aside Arrangements
Begley, Begley & Bookbinder, P.C.
Medicare Set-Aside Arrangements

2. Is A MSA Required?
MSPA (1980) WC
Third Party Liability

3. Theory
Conditional Payment
Future Medicals
Contrived Shift

4. Is MSPA Enforced?
WC (2001)
Third Party Liability
MMSEA 2007
Reporting

5. Enforcement cont’d Sally Stalcup Dallas and Atlanta Regions
Insurance Companies
Matt Garretson

6. Risk to PI Attorney
Double Damages
Malpractice
Ethics

7. The Rules/WC Receiving Medicare 30 Months 62 Years/6 Months
Receiving or Applying for SSDI

8. Calculation of Set Aside
GENEX
Gould & Lamb
Past, Current & Future Medicals
Medicare Portion Only
Life Expectancy
Rated Age
Prescription Drugs

9. CMS Approval
WC Case
Third Party Liability
Submit Anyway

10. Types of MSA’s Self Administered Custodial Agreement Trust
Pooled Trust

11. Conclusion
Insurance Company Demands
Your Tolerance For Risk

12. Medicare Set-Aside Arrangements
Begley, Begley & Bookbinder, P.C.
Medicare Set-Aside Arrangements
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