Medicare Set-Aside: Understanding the process and requirements to adequately allocate for the future​

Original Release Date: June 2, 2020 | 1:00 pm ET

This on-demand webinar provides a comprehensive overview of the Medicare Secondary Payer Act and its implications for Workers Compensation and Liability Cases. The webinar covers key topics such as Mandatory Reporting Information, Satisfying Medicare in Liability Settlements, and the Smart Act of 2013.


Attendees will learn about Medicare Set-Aside Allocations and the criteria that must be met to satisfy Medicare in liability settlements. The webinar covers when Medicare Set Aside Allocations should be reviewed and how they are developed. The webinar also explains who is qualified to develop a Medicare Set Aside and how it is administered after settlement.


In addition, the webinar discusses alternative solutions to Medicare Set-Aside Allocations and provides attendees with a clear understanding of the key takeaways. The webinar also includes a Q&A section where attendees can get answers to their questions.

Whether you are a legal professional, healthcare provider, or insurance professional, this on-demand webinar provides essential knowledge about the Medicare Secondary Payer Act and its impact on Workers Compensation and Liability Cases. Attendees will come away with a clear understanding of the topic and practical steps for getting started with MLCC.

Access the Playback

Watch the webinar to learn:

00:00 Introduction

1:01 Presenters

3:33 Objectives for Today

4:00 Medicare Secondary Payer Act

5:47 What is a Medicare Set-Aside Allocation?

6:48 Workers Compensation

8:02 Liability Cases

10:23 Mandatory Reporting Information

12:26 Satisfying Medicare in Liability Settlements

14:21 Smart Act of 2013
16:40 Criteria’s Met – Now What?

18:46 When is a Medicare Set Aside Allocation Reviewed?

20:26 How is a Medicare Set – Aside Allocation Developed?

21:18 Who is Qualified to Develop a Medicare – Set Aside?

22:59 MSA after Settlement

24:40 MSA Administration

26:37 MSA is Not the Only Way

28:25 The Take Away

28:51 Getting Started with MLCC

29:35 Q&A Section

34:00 Conclusion

Presenter: Cynthia Bourbeau


Cynthia Bourbeau, President and Founder of Medical and Life Care Consulting Services, Inc. (MLCC), has worked as a Massachusetts Registered Nurse, Certified Rehabilitation Nurse, Certified Nurse Case Manager and Certified Nurse Life Care Planner for over three decades. 

Founded in 2001, MLCC provides Life Care Planning, Medicare Set-Asides, Legal Nurse Consulting and more throughout the United States and internationally. MLCC also provides case management services throughout the Northeast Region of the United States, and a wide range of care consultation for catastrophic injuries. 

Presenter: April Bourbeau


April Pettengill has over 30 years nursing experience that has included caring for the ill and injured across the continuum of life. A strong professional nursing background in catastrophic case management including assessment of and coordination of care needs for severely injured persons. Hands on nursing experience working with chronically ill elderly, pediatric population and acutely ill adults. Hands on experience with patients with cancer, congestive heart failure, chronic obstructive pulmonary disease, wounds, spinal cord injuries, stroke, brain injuries, and progressive neurological disorders such as ALS and MS and Pediatric High-Tech need.

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