Synergy Blog

Lien Res Success Story – Synergy obtains Medicare refund of $31,185.63 for estate of deceased beneficiary

This case involved a Medicare beneficiary pedestrian who was struck and
severely injured by the tortfeasor’s automobile.  The attorney for the
estate was able to obtain a policy limits settlement from the tortfeasor’s
Bodily Injury carrier in the amount of $100,000.00.  Medicare had issued
conditional payments in amount of $245,363.12 prior to the beneficiary’s death
and asserted a Final Demand for the entire settlement, minus attorney fees and
costs.  The estate paid the Final Demand and then engaged Synergy to
attempt to obtain a waiver or compromise.  Synergy’s knowledge of both the
MSPRC and CMS processes as well as experience in obtaining reductions from both
resulted in a timely and favorable result.  The estate reduced its
Medicare liability by 50% entitling it to a refund of $31,185.63.

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TESTIMONIALS

"Synergy is an invaluable partner in the mediation process. They have extensive expertise in Medicare, Medicaid and Structured Settlements and the ability to explain the impact of these complex concepts to my clients in simple, clear and understandable language. This allows me to focus on obtaining the best possible result in the settlement process."

Michael J. Winer, Esq.
President Florida Workers Advocates (FWA)

"In my twenty-two year career as a trial lawyer I've handled my share of catastrophic cases and structures, but imagine the complexity of an engaged, unwed mother catastrophically injured during delivery, giving birth to a healthy child, but left in a vegetative state? The issues of guardianship and entitlements of the newborn, the rights of the biological father-fiancé, an out-of-state teenage child of the mother, lifetime maintenance of the mother, as well as the rights of family of the mother, who became her primary care-takers? Synergy systematically managed the seven figure tender of one defendant, the establishment of a Qualified Settlement Fund, a Special Needs Trust, and multiple structures, all the while concurrently maintaining the various entitlements to ancillary services, as well as the remaining litigation. Everything was handled professionally, timely and literally without a hitch. Truly an amazing feat."

Marcus J. Michles II
Michles & Booth

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