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Considering Medicare's Interest in Future Medical Expenses While Avoiding MSA Overfunding

Wednesday, September 27, 2017

1:00 - 2:30 pm EST

Length: 1 hour 30 minutes                     Sponsored by Lorman Education Services

Registration - Live Webinar Only: $209.00

Registration - Live Webinar Plus CD Recording: $278.00


Learn about the latest issues impacting future medical expenses and Medicare.

This topic will focus on Medicare compliance in workers' compensation and liability cases in which future medical expenses are likely to be incurred. We will explore the legal obligations of injured persons, insurers, and employers in compliance with the Medicare Secondary Payer Act when settling workers' compensation and liability cases.

Explore alternatives to submission for CMS approval as a means of compliance. The material advocates a reasoned approach to allocating for the Medicare Set Aside and to deciding whether submission for approval is advisable considering anecdotal evidence of MSA overfunding.

Learning Objectives

  • You will be able to review general Medicare considerations.
  • You will be able to discuss Medicare compliance areas.
  • You will be able to identify considerations when submitting cases for Medicare approval.
  • You will be able to discuss the high cost of the overfunding problem.

This live webinar covers these hot issues

  • General Medicare Considerations
  • The Legal Basis for Medicare Compliance in WC and Liability Cases
  • Medicare Compliance Areas
  • Consequences of Noncompliance
  • Advantages of Medicare Approval
  • Considerations When Submitting Cases for Medicare Approval
  • Medicare Approval Horror Stories
  • The High Cost of the Overfunding Problem
  • Conclusion: the Goal

Credit Information (Sponsored by Lorman Education Services)

  • CLE
  • CPE
  • SHRM
  • HR Certification Institute

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.


Aaron Frederickson, MSP Compliance Solutions, LLC

  • Attorney with MSP Compliance Solutions, LLC
  • Legal practice experience in the areas of workers’ compensation, personal injury and Medicare compliance
  • Health insurance professional and brings a passion to educating his peers
  • Licensed to practice law in Minnesota since 2002, as well as Wisconsin starting in 2008
  • In addition to working on highly regulated matters, has litigated countless cases and founded a compliance consulting firm where he helped numerous individuals from diverse backgrounds across the United States. Passions also include assisting low-income persons via pro bono legal representation
  • J.D. degree, William Mitchell College of Law; B.A. degree, St. Cloud State University
  • Can be contacted at 651-485-7036 or

Charles S. Katz, Jr., Esq., Charles S. Katz, Jr. and Associates, LLC

  • Engaged in the practice of law as a sole practitioner with an office in Deleware County, Pennsylvania
  • More than 40 years practicing in workers’ compensation law representing primarily employers and insurers
  • Has been elected by his peers as a Pennsylvania Super Lawyer and holds the highest rating in the Martindale-Hubbell Law Directory
  • Lectures nationally on the topic of workers’ compensation and has been a regular Lorman Education speaker since 1985
  • Member of the Lexis-Nexis National Advisory Board for workers’ compensation
  • J.D. degree, American University, Washington College of Law; B.S. degree, Bucknell University
  • Can be contacted at 610-361-4571 or