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USC: 42 U.S.C 1396, 42 U.S.C 1396a, 42 U.S.C 1396k, 42 U.S.C 1396p
Florida Laws: 106.28, 120.56, 120.569, 120.57, 120.68, 409.901, 409.902, 409.910, 768.28
Settlement planner and lawyer with extensive experience dealing with the catastrophically injured. There are many settlement planning issues to consider when a personal injury case settles to maximize the recovery. Medicaid, Medicare and ERISA liens have to be negotiated. Trusts often times have to be created. A Special Needs Trust or Medicare Set Aside trust might be necessary. Investment decisions have to be made. Structured settlements should be evaluated and potentially implemented. Tax and estate planning may be necessary. All very difficult issues to deal with for even the most sophisticated lawyers and injury victims. This is where I come in.
Creating special needs trusts to preserve Medicaid/SSI. Advising on creation of Medicare Set Asides to preserve Medicare benefits. Establishing qualifed settlement funds to deal with complex settlement issues in catastrophic cases.
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4025 Edgewater Drive Orlando, FL 32804 |
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| Association name | Position name | Duration |
|---|---|---|
| Florida Justice Association | N/A | N/A |
| American Association for Justice | N/A | N/A |
| Academy of Special Needs Planners | N/A | N/A |
| National Academy of Elder Law Attorneys | N/A | N/A |
| National Alliance of Medicare Set-Aside Professionals | N/A | N/A |
| School name | Degree | Graduated |
|---|---|---|
| The Florida State University College of Law | law | 1996 |
| Stetson University College of Law | LL.M - Master of Laws | 2010 |
| Case name | Outcome |
|---|---|
| Tomlinson v. Landers | Court held that Medicare didn't need to be included on the settlement check |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| FL | 85677 | Member in Good Standing | 1996 | 09/12/2019 |
| Publication name | Title | Date |
|---|---|---|
| National Academy of Elder Law Attorneys (NAELA) | How to Protect Aged Injury Victims: Implications for Trial Lawyers | 2009 |
| Exceptional Parent | A Primer for the Parents of a Child with Special Needs on Financial and Legal Options | 2007 |
| Trial (American Association for Justice) | Protect Public Benefits for Your Special Needs Client | 2005 |
| Conference name | Title | Date |
|---|---|---|
| Mass Torts Made Perfect | Understanding Settlement Planning Issues | 2009 |
| Southern Trial Lawyers Annual Meeting | Settlement Ethics & Settlement Trusts | 2008 |
| FJA Ski Seminar | Traps & Pitfalls for the Unsuspecting Attorney - How to Avoid Common Mistakes when Settling | 2008 |
| Title | Company name | Duration |
|---|---|---|
| Student Law Clerk | United States District Court, Honorable William Stafford | 1995 - 1996 |
| Associate | Adams, Hill, Reis, Adams, Hall & Schieffelin | 1996 - 1997 |
| Associate | Hurley, Rogner, Miller, Cox & Warranch | 1997 - 1999 |
| Partner | Attorneys Settlement Law Group | 2006 - 2008 |
| Of Counsel | John Staunton, P.A. | 2008 - 2009 |
| Managing Partner | Settlement Law Firm | N/A |
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