webinar-with-circle-speaker-and-finger---blue---howie

free webinar

Why Elder Law Attorneys Need to Know About Medicare Set Aside Accounts

Thursday, October 10
12:00-12:30 p.m. ET
Joanne Marcus, MSW
Karen Dunivan Konvicka, J.D.

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2019/10/10 11:00 AM EST

What You’ll Learn in This Webinar

Actions taken by the Centers for Medicare and Medicaid Services (CMS) indicate that Medicare Set Aside accounts (MSAs) will become a requirement in personal injury cases in the near future. Elder law attorneys will be called upon more frequently to assist personal injury attorneys in settlement planning.  

Join us on October 10 and learn how elder law attorneys can be a valuable resource to personal injury attorneys and their clients when a case includes a MSA.

Topics include:

  • How Medicare Set Aside accounts work
  • The impact on means-tested benefit eligibility when a case includes an MSA
  • How a pooled special needs trust can be used with an MSA to protect benefits
  • How to incorporate a structured settlement into planning and benefit protection

This webinar will help elder law attorneys understand the impact of the Medicare Secondary Payer Act on personal injury settlements, what an MSA is and how it affects eligibility for means tested government benefits. You'll also learn how to incorporate a pooled special needs trusts in planning for clients with an MSA.

About the Presenters

Joanne Marcus, MSW
Executive Director, Commonwealth Community Trust

Joanne Marcus, MSW, is the Executive Director of Commonwealth Community Trust (CCT). Ms. Marcus brings to CCT 35 years of experience in nonprofit administration and has served as the Executive Director of CCT for over 18 years. Under the leadership of Ms. Marcus, CCT has grown to serve over 1,500 trust beneficiaries throughout the United States.

Ms. Marcus is frequently asked to speak to professional groups and community organizations, and has been a speaker for the National Academy of Elder Law Attorneys (NAELA), Academy of Special Needs Planners,  Virginia Trial Lawyers Association, North Carolina Advocates for Justice, Financial Planning Association of Central Virginia and others. She has published articles in NAELA News,  Special Needs Alliance’s Blog, AAJ Workers’ Compensation Newsletter (American Association for Justice), NAMI Voice (National Alliance on Mental Illness), Virginia State Bar’s Trust and Estate Section Newsletter, The Legal Examiner Blog, Autism Asperger’s Digest, AAPD News (The American Association of People with Disabilities), Life In Motion (United Spinal Association), Brain Injury Association of America, and CPA Solutions.

Ms. Marcus received her Master’s Degree in Social Work from Virginia Commonwealth University and previously held executive positions at Catholic Charities and Jewish Family Services while focusing her career in leadership roles for nonprofit organizations.

Karen Dunivan Konvicka, J.D.
General Counsel, Commonwealth Community Trust
Karen Dunivan Konvicak, JD, is General Counsel for Commonwealth Community Trust. Previously a principal with ThompsonMcMullan, P.C., she specialized in estate and trust planning and administration for individuals with special needs and their families, public benefits planning, estate-related litigation, guardianship law, conservatorship law, and elder law.

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