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Milestone Consulting, New York

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John Bair

When is a Liability Medicare Set-Aside Unnecessary?

If you’re a Medicare beneficiary and your personal injury lawsuit is about to settle, you may need to act quickly to protect your benefits eligibility. For many, this means establishing a liability Medicare set-aside (LMSA). We talk a lot about […]

John Bair

Do You Need a Medicare Set-aside? Start Here.

If you’re a Medicare beneficiary and your lawsuit is about to settle, you may need to take action to continue to receive benefits. Many people in this situation establish a Medicare set-aside. When you’re just getting started with settlement planning, […]

John Bair

Will You Lose Benefits Without a Medicare Set-Aside?

If you’re a Medicare beneficiary and are about to reach settlement in an injury case, you may be wondering how the incoming money will affect your benefits. After all, Medicare is a “secondary payer,” which means it does not have […]

John Bair

If You’re About to Settle, Forgetting Medicare’s Interests Could Cost You

If you’re a Medicare beneficiary and are about to receive a workers’ compensation or liability settlement to pay for future injury-related expenses, you are required by law to consider Medicare’s interests. Failing to do so can mean losing your benefits. By […]

John Bair

Are You Protecting Your Medicare Eligibility After Settlement?

If you’re approaching the conclusion of your lawsuit, you have probably heard you might need to set up a Medicare set-aside (MSA) to protect your Medicare benefits. An MSA is an amount of money you, your attorney, and a settlement […]

John Bair

Three Big Questions (and Answers) About Medicare Set-Asides

If your injury lawsuit is about to reach settlement, you have likely heard this new influx of income could impact your eligibility to receive Medicare benefits. To avoid disqualification, many plaintiffs have set up a Medicare set-aside (MSA), which demonstrates […]

John Bair

The Usefulness of a Settlement Planner Beyond Structuring

Many attorneys still believe that a settlement planning firm is a one-trick pony, useful only when their clients are interested in structuring their settlement. However, there is a vast range of planning opportunities available to plaintiffs, and knowing them can […]

John Bair

Do I Need to Establish a Medicare Set-Aside if I Receive a Settlement?

If you’re about to receive a settlement recovery in your injury lawsuit, you may have heard the sudden arrival of this substantial income could impact your eligibility to receive Medicare benefits. With this issue in mind, many plaintiffs work with […]

John Bair

Medicare Compliance: The Basics for Injury Settlement Recipients

Medicare is a government-provided health insurance program designed to assist certain people with hospital care, medical costs, and other expenses. Qualifying beneficiaries are people who are 65 or older, those younger than age 65 with certain disabilities, and people of […]

John Bair

Complying with Government Benefits After Settlement, Part II: MSAs

Last week, I explained how Medicaid, Supplemental Security Income (SSI), and other needs-based government benefits have strict eligibility requirements. When a disabled person receives the proceeds from a settlement, he or she can lose access to these benefits, which may […]