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Disbursements 2023: By the Book

Fri, February 24, 2023   |   8:55 a.m. -4:30 p.m.   |  
Virtual and  NCAJ Headquarters, 701 Corporate Center Dr, Ste 450, Raleigh NC, 27604
  |   CLE Hours: 6.0 CLE Hours (incl. 1.0 ethics hour)

BACK BY POPULAR DEMAND! 

Program Chairs Julie Bell and Santiago Arroba Rodriguez have put together a spectacular seminar that covers the timeliest and most relevant topics facing attorneys who handle disbursements today. No matter what your level of knowledge and expertise, it’s never too late to learn even MORE about the complexities of disbursements.  The speakers will explore the latest in the world of ERISA, wrongful death disbursements, Medicare, medical provider billing issues, and much, much more. Attend and get the latest and greatest. You simply cannot afford to miss this seminar!

Speakers & Topics

8:00 a.m. Registration (in person)
8:55 a.m. Welcoming Remarks by Program Chairs
  • Julie Bell, Daggett Shuler Attorneys at Law, Winston-Salem
  • Santiago Arroba, Whitley Law Firm, Raleigh
9:00 a.m. ERISA
  • Lauren Newton, Tin Fulton Walker & Owen, PLLC, Charlotte
9:45 a.m. Third Party Claims
  • Matthew Bissette, Whitley Law Firm, Raleigh
10:20 a.m. Break
10:35 a.m. Medicare
  • Julie Bell, Daggett Shuler Attorneys at Law, Winston-Salem
11:20 a.m. Medical Provider Liens
  • Jeffrey Maggs, The Law Offices of Timothy D. Welborn, P.A., Winston-Salem
12:00 p.m. Lunch
1:00 p.m. Wrongful Death
  • Gabe Snyder, Ward Black Law, Greensboro
1:40 p.m. Medishare Update
  • Santiago Arroba, Whitley Law Firm, Raleigh
2:10 p.m. Medicaid
  • Courtney Mann,  Law Offices of W. Daniel Grist, PLLC, Charlotte
2:45 p.m. Break
3:00 p.m. Minor Settlements
  • Elizabeth Robertson, CR Legal Team, LLP, Greensboro
3:30 p.m. Ethics
  • Mark Scruggs, Lawyers Mutual Liability Insurance Co, Cary
4:30 p.m. Adjourn & Post-Program Social Sponsored by Byrd Settlements

Plan to stay immediately following the program to mix, mingle and decompress with your fellow attendees. Light hors d’oeuvres and beverages will be provided thanks to a sponsorship from NCAJ Platinum Preferred Partner Byrd Settlements.
In-Person Registration Virtual Registration

Thanks to Our Sponsors

Cattie & Gonzalez

Cattie & Gonzalez is the nation’s preeminent law firm providing clients legal advice about resolving liens and protecting future healthcare benefits like Medicare and Medicaid. Our team of experienced attorneys, paralegals, nurses and analysts knows how to get great reductions for Medicare conditional payments, Medicaid liens, and other liens.

We also provide clients with services such as future medical cost projections, Medicare Set-aside (MSA) Allocations, and the ability to submit MSAs to Medicare for review and approval. Perhaps our most innovative service though is our MSA Legal Opinion, which is used by thousands of clients nationwide to protect a client’s future Medicare benefits and protect the client and firm from Medicare’s potential overreach for MSA proceeds.

We call it the Cattie Promise, and we stand behind the legal conclusions of our MSA Legal Opinions 100%. Cattie & Gonzalez is based in Charlotte, and we look forward to resolving liens and preservation future government benefits on behalf of the victims of Camp Lejeune and its contaminated water.

Settlement Planning Services

With over 30 years of litigation and settlement planning experience, Raleigh attorney Tacker LeCarpentier started Settlement Planning Services to provide comprehensive settlement planning services to injury victims, their families and attorneys throughout the State of North Carolina.

A North Carolina native, Tacker has been a strong NCAJ supporter, member and sponsor for over 17 years.  At no charge to your clients, Tacker and his associates offer life care planning cost analysis, governmental benefits assessments, mediation attendance, as well as appearances at all settlement hearings.  Settlement planning solutions include Structured Settlements, Special Needs Trusts, Family Security and Settlement Preservation Trusts, Medicare Set-Aside Accounts, and lien resolution assistance.

Securing Your Clients’ Future Financial Needs.

Byrd Settlements

Personal injuries are painful emotionally and physically. Personal injury settlements should represent healing and order born out of chaos and loss.

When you work with Byrd Settlements, we will:

  • Protect your recovery
  • Simplify your life
  • Secure your future

We provide as much or as little direction as needed to create a lifetime of financial security. We consider it our responsibility to both clients and their loved ones to reduce or even eliminate financial risk to the extent possible and appropriate and do everything we can to provide a lifetime of financial security.

Milner Settlements

Bryan Milner is a Senior Structured Settlement Consultant with Milner Settlements through Sage Settlement Consulting. He has been working with attorneys and their clients in North Carolina for over 19 years, and continues to be a strong supporter of NCAJ. Bryan takes on a compassionate, comprehensive approach. He understands the important and complex financial decisions that face individuals and families who are receiving settlements. He provides creative structured settlement options and helps the attorney navigate the complexities of settlement-related issues such as Medicare Set-Asides, Trusts, Lien Resolution, etc. He also assists attorneys with designing fee structures for their contingency fees. Bryan is a committee member of the newly formed American Association of Settlement Consultants (AASC).