CANCELLED: Medicare Set-asides: What Practitioners Need to Know CLE (EWC190418)

April 18, 2019

1:00 PM to 4:30 PM

Grassy Hill Country Club

441 Clark Lane Orange, Connecticut United States

Presented by the Young Lawyers Section and the Workers' Compensation Section

About the Program

This informative seminar will discuss important updates to the Centers for Medicare and Medicaid Services’ (CMS) rules and regulations involving workers’ compensation Medicare set-asides, what medical services and prescription medications make up the set-aside, and how it is priced; best practices in use of an annuity when funding the Medicare Set-aside; and best practices in using lump sum or professional administration.

You Will Learn

  • About the Medicare Set-aside rules and regulations adopted by CMS
  • The components of a properly drafted workers’ compensation Medicare set-aside including how the Medicare set-aside is priced
  • The proper use of annuities with structured Medicare set-asides including the various life options available
  • About self-administration and professional administration and the best practices of when to use each

Who Should Attend

Attorneys and paralegals of all levels will benefit from attendance at this seminar.


(Includes lunch and electronic materials)
Member $150
Non-member $300
Student Member $40

Following the seminar, the Workers' Compensation Section and Young Lawyers Section will host a reception from 5 – 7 p.m. to meet and greet the new commissioners of the Workers' Compensation Commission. The reception will also be used to present the Pomeranz-O'Brien award and will serve as the Workers' Compensation meeting. Attendance requires an additional fee of $70 which includes open bar (beer & wine) and heavy hors d'oeuvres.


Christy Carone, Structured Financial Associates, Ft. Lauderdale, FL/Hartford
Mark Doherty, Ametros, Burlington, MA
Sandra Mackler, Mackler Associates LLC, Westfield, MA
Angelo Paul Sevarino, Morrissey Morrissey & Mooney LLC, Broad Brook

CLE Credit

CT: 3.5 CLE Credits (General)
NY: 4.0 CLE Credits (AOP)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.

*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.


Member Service Center
Phone: (844)469-2221