Please Join Us for a CLE Program on June 23rd – Cost $20 includes CLE (OH, IN & KY)
Location: Hyde Park Country Club 3740 Erie Ave. Cincinnati OH 45208
Medicare and Settlement Planning
Presented by: Peter H. Wayne IV, Esq., FORGE Consulting LLC
3:30 – 4:30 pm CLE Presentation
4:30 – 5:00 pm Happy Hour with hors d’oeuvres
DESCRIPTION: The following topics will be covered during Peter’s presentation:
- Ethical Considerations in Settlement Planning
- The Forge Settlement Process
- Step 1: Learn about the Case Facts
- Step 2: Preserve Client Options & Understand Obligations
- Step 3: Allocation of Resources & Recommendation
- Step 4: Plan Implementation
- Intake Reform
- Special Needs Planning
- Entitlement vs. Needs Based Benefits
- Special Needs Trust (“SNT”)
- Financial Strategies
- Medicare Compliance
- History of MSP & What it Means
- Two parts to Medicare Compliance
- Medicare Set Asides
- Definition & Description of MSAs
- MSA Considerations
- Requirements of completing an MSA evaluation
- Tips for MSA Compliance
- Section 111 of the MMSA
- Medicare, Medicaid and SCHIP Extension Act (“MMSEA”)
Cost – $20.00
RSVP Chrissy Rother crother@fssp-law.com or 513-533-2986




