Future Medicare Benefits

Ensuring Your Client’s Future Medicare Benefits

Great! You have just achieved another victory for one of your clients. The long and overdue injury case your client has been waiting to settle is complete—or is it? The typical client will receive their check in the mail and move on with their lives. However, if your client is a Medicare beneficiary, you work is not done.

Have You Considered Medicare?

According to the Medicare Secondary Payer (MSP) statute, your client is responsible for satisfying Medicare’s financial interest and so are you. Funds must be set aside in a Medicare Set Aside (MSA) account to pay for your client’s medical treatment related to their injuries before Medicare will step in and pay anything towards your client’s care. You will need to determine how much money to put into this account, which is known as a Medicare set aside allocation.

Do You Understand Medicare’s Requirements?

Depending on the type of case, Medicare has specific statutory and procedural requirements as well as MSA policies and procedures that you must abide by to insure primary payer compliance and future Medicare eligibility for your client. It is critical that you understand how to project the cost of your client’s future treatments (e.g., doctor’s visits, tests, surgical procedures, and medications) to properly allocate for these treatments to ensure that Medicare is not billed prematurely.

Get Expert Help to Ensure Proper Allocation and Compliance

You can continue investing time into your client’s case or enlist the help of a Medicare set aside allocation expert so you can move on to more fruitful cases. At Synergy, we handle the allocation process for attorneys on behalf of their clients. Our process involves evaluating the case to determine your client’s obligation to Medicare and determining which injuries are covered by Medicare. We determine the amount of money that will adequately cover their future expenses and then we submit the allocation to The Centers for Medicare and Medicaid Services (CMS) for approval.

Everyone Wins

When you protect Medicare’s interest and allocate funds properly, everyone benefits. Your client will rest easy knowing their future Medicare eligibility is protected. You can confidently close the case knowing that you have met Medicare compliance and successfully secured your client’s benefits. Medicare’s interest will be met with proper spending down of funds before releasing benefits.

There is a plethora of information circulating about Medicare regulations. Do you know if you are adhering to the correct Medicare regulations concerning your client? If you do not have the bandwidth to handle an MSA allocation or the expertise, leave the process to our professional MSA experts.

For more information or to schedule a consultation, please submit our contact request form or call (877) 242-0022.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.


"Synergy has been a trusted part of our legal team for many years. They have helped our clients in many cases to understand the benefits of structured settlements. Synergy has protected our clients and us by securing the best annuities on the market with the safest companies available. Our Synergy consultant is a great communicator in explaining the details and benefits of structured settlements to our clients. He has also mentored myself and the other lawyers in our firm in the benefit of Attorney Fee Annuities. Their work with our firm has secured our clients and our financial security and we expect to continue working with him for many years to come."

Brett Panter
Panter, Panter & Sampedro

Thank you so much for the services your firm provided to our client. Should the need arise again, we will ALWAYS use Synergy. Your customer service was outstanding and the guidance and instructions your office gave us with our client's Medicare waiver application was instrumental in getting a FULL waiver of his Medicare lien. I know our clients were very grateful for your help, too. And, I just wanted to write and let you know how happy we were with your services. We will always recommend your company to any other plaintiff's attorneys that need help with lien reduction or waivers. Thank you again!

Peggy Rothenberger, Legal Assistant to Henry Moore
Law Offices of Henry Moore

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