Clients on Medicaid & Medicare Need Special Planning
By Jason D. Lazarus, J.D., LL.M., MSCC, CSCC
Some individuals are “dual eligible” meaning they qualify for both Medicaid and Medicare. In certain cases, a Medicare Set Aside/Special Needs Trust or Pooled Trust Sub-Account may be necessary to preserve the …
Liability Medicare Set Asides: Region 6 Memo Provides a Little Clarity
By Jason D. Lazarus, J.D., LL.M., MSCC
Synergy has gotten inquiries regarding a memo issued in May of this year by Sally Stalcup, the MSP Regional Coordinator for CMS (Region 6 – Dallas RO). The memo addresses Medicare set-asides in …
Medicare’s “New” Demand Letters: How Have They Changed?
By Jason D. Lazarus, J.D., LL.M., MSCC, CSSC
On May 25th, the MSPRC temporarily suspended issuing demand letters. The suspension was apparently due to the Haro v. Sebelius decision from Arizona wherein Medicare was enjoined from certain collection …