Lien Resolution, Government Benefits and How to Make the Settlement Process Easier
Total Credits: 2 including 1 KBA – CLE Credit, 1 KBA – CLE Ethics Credit
- Categories:
- Personal Injury | Probate & Estate | Settlement Planning | Ethics | Subrogation
- Faculty:
- Peter H. Wayne IV | Clayton T. Merschbrock
- Duration:
- 2
- License:
- Not Applicable
- Location:
- Louisville Bar Association - Louisville, Kentucky
Description
Subrogation & Lien Resolution 101
Presented by Clayton Merschbrock, Zip Liens. Master the fundamentals of lien resolution in personal injury cases and prepare effectively for negotiations. This session provides practical strategies for resolving various types of liens—including ERISA, FEHBA, Medicare, Medicaid, TriCare, VA and Hospital Liens—while offering valuable insight into governing legal frameworks. Learn to navigate the lien resolution process efficiently, provide better client support and maximize recovery.
The Crossroads of Estate, Ethics and Settlement Planning
Presented by Peter Wayne, The Forge Companies. Implementing effective settlement planning strategies ensures not only case resolution but also your client's long-term financial stability. This session covers settlement planning, government benefits, trust planning and administration, the ethics of trust administration and practical tips for lien resolution that will streamline litigation resolution and final distribution of settlement proceeds.
Thank you to our seminar sponsor:
Lunch is provided for those with advanced registrations but cannot be guaranteed to those who register after the catering deadline.
All online orders are subject to a 3% processing fee that is included in the registration fee.
For questions: Contact the CLE Department at 502-583-5314 x 108.
Cancelations: Must be received by LBA at least 24 hours in advance for a refund (minus processing fee). Substitutes allowed (except special events).
Technology issues: User error does not qualify for a refund.
This is a LIVE program. Recordings are NOT included with registration. Separate fees apply for accessing past recordings through the LBA On-Demand Catalog. Please note: Live and on-demand CLE programs have different KBA accreditation requirements.
Handouts
| Lien Resolution, Government Benefits and How to Make the Settlement Process Easier Written Materials (7.2 MB) | 52 Pages | Available after Purchase |
Faculty
Peter H. Wayne IV Related Seminars and Products
Advocacy Trust
Peter Wayne serves as Chief Revenue Officer for The Forge Companies (TFC). Peter served as a Settlement Planner for Forge Consulting, the national insurance agency branch of TFC, from March 2009 until November 2011. He returned to The Forge Companies after gaining experience as an estate planning attorney at Wyatt, Tarrant & Combs, LLP, a large regional law firm, and as an administrative and business development officer at Stock Yards Bank & Trust Company, both in Louisville, Kentucky.
Peter’s various responsibilities include: leading and establishing a vision for all revenue generating activities for The Forge Companies; ensuring that a company’s revenue goals are met by aligning marketing, sales, and customer success with the other business units within The Forge Companies; assisting Advocacy Trust, Forge Consulting and Advocacy Wealth Management advisors with planning concepts and strategies; and helping executive management with the design, structure, and implementation of policies and procedures necessary to the successful growth of the Forge Companies.
Clayton T. Merschbrock Related Seminars and Products
ZipLiens
|
Clayton T. Merschbrock is General Counsel at ZipLiens and oversees the Single Event Lien Resolution department. He has spent over a decade in the subrogation and lien resolution sector. Clayton has extensive experience negotiating and resolving all types of liens, subrogation, and reimbursement claims including Private Health Insurance, ERISA, FEHBA, Medicare, Medicaid, VA, TriCare, Disability Liens, and Provider Billing. He spent 5 years as a Subrogation & Litigation Attorney for the largest post-payment healthcare recovery vendor in the United States. During that time, he resolved thousands of subrogation and reimbursement claims, advised medical benefits plans on issues such as plan language and recovery tactics, and managed litigation matters. After joining Plaintiff's side in 2019, he now uses this experience to help accident victims. |
Reviews
Location
Louisville Bar Association
(502) 583-5314
www.loubar.org