Synergy Blog

Synergy Principals Featured Speakers at South Florida MSP Compliance Seminar: Strategies for Lien Resolution and Liability MSAs

The Palm Beach County Justice Association is having an Attorney/Paralegal Breakfast CLE Cruise on Friday March 14, 2014.  Two of Synergy partners, Josh Pettingill and Dave Place will be the featured speakers at this event.

Topic: Medicare Secondary Payer Compliance: Welcome to the Jungle, Now Get Me Out of Here

  1. Lien Resolution: A step by step process for expediting resolution of Medicare’s Conditional Payments including the appeal, waiver and compromise process.
  2. Medicare Set Asides:  How to protect your clients and law firm – making sense of Medicare’s expectations, updates to case law, best practices, controlling the MSA process at settlement.


Majestic Princess II

Riviera Beach Marina

200 E 13th St Riviera Beach, FL 33404 United States


Boarding 8:00 a.m.

Departs   8:30 a.m.

Return   10:30 a.m.


$45 PBCJA Members

$60 Non Members

Register Early to receive advance pricing.


Josh Pettingill, MBA, MS, MSCC, Vice President for Synergy Settlement Services

Dave Place, JD, Director of Lien Resolution for Synergy Settlement Services

CLE Credits: 2.0 hours

The registration link is below.–rhCXGpKZqdNey

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"I just wanted to say thanks to you and the entire Synergy Settlement Services team for helping us put together a series of structured settlements and special needs trusts in two complex cases involving significant recoveries. As always, your accessibility, guidance and expertise on a whole host of post-settlement issues is very much appreciated and valued, particularly with respect to the often confusing topic of Medicare set asides. I look forward to our continued collaboration on cases in the future and am very appreciate of the first rate service your company continues to provide to our clients."

Stephan Le Clainche
Formerly of Babbitt, Johnson, Osborne & Le Clainche

"I just want to thank Synergy for their great work in getting a health insurance lien resolved. The health insurance company refused to reduce their lien a penny from a motorcycle accident involving my client who was not wearing a helmet, a fact that would have hurt our award in front of a jury. Synergy put tremendous pressure on this company, and after months of bombarding this insurance company with statutory requests and threats, they were able to get them to give in and reduce the lien significantly. The cost was minimal in relation to the hard work they put in, and the savings my client received. Client was very happy, and it allowed me to close out a case that I had resolved over 6 months before. Keep them in mind if you are dealing with a smug insurance adjuster who felt confident he would not have to reduce a lien, like I was dealing with. Thank you very much Synergy."

Jeffrey A. Adelman, Esq.
Adelman & Adelman, P.A.

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