Episode 84:

Malpractice Traps That Most Lawyers Haven’t Thought About, with Jason Lazarus

Jason D. Lazarus, J.D., LL.M., CSSC, MSCC is the founder and Chief Executive Officer of Synergy Settlement Services. Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services and structured settlements. He is also the managing partner and founder of the Special Needs Law Firm; a Florida law firm that provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance. Jason is an Amazon Best-Selling author and his book; Art of Settlement, is a detailed guide for trial lawyers related to regulatory compliance when resolving catastrophic claims. His written work has been cited, as authoritative on Medicare compliance, by the Supreme Court of Florida and the United States Southern District of Florida. Mr. Lazarus received his B.A. from the University of Central Florida and his J.D. with high honors from Florida State University. He received his LLM in Elder Law with Distinction from Stetson University College of Law.

What you’ll learn about in this episode:

  • Medicare Advantage plans’ recovery rights
  • Mandatory reporting requirements for insurers from Medicare
  • Do any of these pitfalls apply to PI settlements
  • Medicaid/SSI protected benefits
  • The effect of the Supreme Court’s ruling in the McCutchen case on ARISA liens
  • How qualified settlement can expedite the resolution of catastrophic and complicated cases
  • Attorney fee deferrals to QSF
  • Special needs trusts
  • Jason’s book, “The Art of Settlement”


Additional Resources: