David Place

David Place

Vice President, Director of Lien Resolution Services

E: dave@synergysettlements.com

P: 877.242.0022

Mr. Place is the Vice President, Director of Lien Resolution Services for Synergy Settlement Services. Prior to joining Synergy, Mr. Place spent fourteen years representing large private group health insurance plans, self-funded ERISA groups, Medicare Advantage plans, state Medicaid plans, Stop-Loss plans and disability plans in their subrogation/recovery programs. He asserted subrogation/reimbursement rights for those groups in all fifty states. Mr. Place now exclusively assists personal injury victims and plaintiff counsel with complex lien resolution problems using his vast knowledge of the other side’s techniques. He and his wife reside in central Virginia with their three children.

 

Articles/Presentations:

  •  “Trial by Jury, Effective Application of Alternative Dispute Resolution,” Kentucky Bench & Bar, Spring Issue (1997).
  • ERISA: Subrogation; Tips and Tactics,” Handling Liens in Personal Injury Actions, Virginia Trial Lawyers Association (2014 – 2016).
  • Medicare Refund – How Can My Client Get One?” TLA-DC, Winter (2015) & Broward County Justice Association, April Newsletter (2015).
  • “MSAs & Subrogation, What you Need to Know,” Florida Justice Association (2012).
  • “Medicare Set-Asides for Paralegals: Handling Conditional Payments Correctly,” Institute for Paralegal Education (2012).
  • “7 Things an ERISA Recovery Agent Doesn’t Want You to Know,” Florida Justice Association (2012).
  • “ERISA & FEHBA Subrogation: Tactics to Eliminate or Reduce Repayment,” Virginia Trial Lawyers Association (2013).
  • “Insider Tactics: ERISA Subrogation & Refunds from Medicare,” Santa Clara County Trial Lawyers (2016).
  • Past Experience

    Prior to joining Synergy, Mr. Place spent fourteen years representing large private group health insurance plans, self-funded ERISA groups, Medicare Advantage plans, state Medicaid plans, Stop-Loss plans and disability plans in their subrogation/recovery programs.

  • Education

    Dave received his B.S. from Longwood University in Virginia and his J.D. from the Louis D. Brandeis School of Law at the University of Louisville.

  • Relevant Experience

    Mr. Place travels the country speaking at national, state, and local trial lawyer associations and presenting classes for continuing legal education. His lien resolution articles are published nationally and he wrote the 2014 and 2016 Virginia Trial Lawyers’ practice guide for ERISA and FEHBA lien resolution. Mr. Place works closely with the nation’s top trial attorneys on lien resolution matters, ranging from the mundane to the most complex. Utilizing his unique experience as a former subrogation recovery attorney, as well as aggressive and effective negotiations strategies, Mr. Place and Synergy Lien Resolution Services are able to obtain industry leading reductions.

  • Associations

    Mr. Place has professional affiliations with the American Association for Justice, Virginia Trial Lawyers Association, West Virginia Association for Justice, Kentucky Association for Justice, The Trial Lawyers Association for the District of Columbia, Maryland Association for Justice, Public Justice, and St. Stephens Episcopal Church.

TESTIMONIALS

"In my business as a plaintiff’s products liability lawyer, everything begins and ends with our clients. In our firm we never handle a significant case without the assistance of Synergy. Why? Very simple: we trust Synergy with our clients. Yes, Synergy only works with plaintiffs. And yes, they are highly technically proficient and know this business cold. But what makes them different from others is that they listen to our clients, make our clients comfortable with complex issues, and always put the interests of the client first. In my opinion, because of their unique ability to handle people with sincerity and compassion in their time of crisis, they stand head and shoulders above his competition."

Richard Newsome
Newsome Law Firm, Past President of Florida Justice Association

"Coincidentally, on the day of a recent Synergy Seminar on Medicare & ERISA lien resolution I received a letter on an ERISA lien. This letter followed much back and forth between myself and the recovery vendor for BCBS. Despite my efforts they were adamant there would be no (zero)(zilch)(nada) reduction and provided case law to support their position. I tried Synergy’s Lien Resolution Services since I had just heard their Director of Lien Resolution speak. Synergy got them to reduce their claim by a third in less than ten (10) days. The result was quick and the fee very reasonable. If you have a tough ERISA lien and your typical efforts don’t work, give Synergy a try."

Michael S. Smith, Esq.
Lesser, Lesser, Landy & Smith, PLLC

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