Comprehensive Medicare Set-Aside solutions designed to protect beneficiaries, ensure CMS compliance, and streamline every aspect of your settlement administration.
Our flagship service ensures full compliance with Centers for Medicare & Medicaid Services (CMS) requirements. We manage every aspect of your Medicare Set-Aside arrangement, from initial setup through final account closure, providing complete peace of mind for claimants and their attorneys.
With decades of combined experience in MSA administration, our team navigates the complex regulatory landscape so you don't have to. We serve as the single point of accountability for CMS reporting, fund disbursement, and ongoing compliance monitoring.
Expert fund management and administration services that protect the financial integrity of your settlement. Our professional administrators apply disciplined oversight to every dollar, ensuring funds are preserved, properly allocated, and transparently reported.
Whether managing a single MSA account or overseeing a portfolio of settlement trusts, our administration team delivers institutional-quality financial stewardship with the personal attention your case demands.
Navigate the complex world of Medicare and Medicaid liens with confidence. Our lien resolution team identifies, verifies, negotiates, and resolves all government and private health insurance liens, clearing the path for a clean settlement closure.
Unresolved liens can delay settlements, expose parties to double-damages liability, and create long-term compliance risks. We eliminate those risks through meticulous research, aggressive negotiation, and documented resolution of every outstanding claim.
Strategic guidance from the earliest stages of settlement planning through final resolution. Our consultants work alongside attorneys, adjusters, and mediators to structure settlements that maximize value for claimants while satisfying all Medicare Secondary Payer obligations.
We bring deep expertise in MSA allocation methodology, future medical cost projection, and benefit preservation strategies that can save claimants thousands of dollars while maintaining full regulatory compliance.
Specialized trust administration for settlement recipients who require structured asset protection. We establish and manage Special Needs Trusts, Qualified Settlement Funds, and pooled trusts that safeguard public benefit eligibility while providing for the claimant's supplemental needs.
Our trust services team coordinates with estate planning attorneys, guardians, and public benefit agencies to ensure every trust instrument is properly drafted, funded, and administered in accordance with applicable federal and state law.
Tailored Medicare Set-Aside solutions for liability and no-fault settlements. Liability MSAs (LMSAs) present unique challenges compared to workers' compensation MSAs, and our team brings specialized expertise in this evolving area of Medicare Secondary Payer compliance.
From initial LMSA development through CMS submission strategy and post-settlement administration, we provide end-to-end support that protects both claimants and settling parties from future Medicare recovery actions.
Every settlement is unique. Our team will design a tailored service package that addresses your specific Medicare Set-Aside, lien resolution, and trust administration needs.
