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The Complete Healthcare and ERISA Lien Resolution Solution

Key Takeaways

  • Identify ERISA plan status early to determine enforceable reimbursement rights.
  • Analyze plan language to challenge improper or overstated lien claims.
  • Apply a structured ERISA resolution process to reduce repayment exposure.
  • Integrate ERISA lien resolution into settlement planning before fund distribution.

Meet the Author

Greg Maxwell, Esq. CFP®

Greg Maxwell is an attorney, Certified Financial Planner, and settlement planner. He specializes in settlement tax planning, government benefits planning, and financial planning for plaintiffs and plaintiff attorneys.

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One of the most common questions we receive is about how to deal with healthcare and ERISA liens. As you know, formulating a lien resolution solution is often one of the most frustrating and time-consuming aspects of your cases.

We’re excited to announce that we have partnered with a leading, nationwide ERISA and healthcare lien resolution firm. One of the reasons we have chosen this firm is their unique, no-risk billing structure.

The firm works on contingency, charging 15% of the lien reduction amount. For example, if there is a $100,000 ERISA lien, and the firm is able to reduce the lien by $25,000, the firm charges 15% of the $25,000 reduction ($3,750). There is a $500 advance fee due at the time of intake, but if the firm is unable to reduce the lien by more than $500, the advance fee is refunded.

Thus, there’s very little up-front cost to you, and there’s no risk to you or your client. If the firm can reduce the lien, your client’s net recovery increases. If the firm is unable to reduce the lien, you know that you’ve done the best possible job for your client to maximize their recovery, and the advance fee is refunded.

Our partnership allows us to expand our suite of comprehensive settlement planning services. As a reminder, we help personal injury attorneys with:

Our goal at Amicus is to be the plaintiff bar’s premier, comprehensive resource for all of the financial and legal issues that arise at the time of settlement.

There is no need to call one firm for a structured settlement, another for investment management, another for a special needs trust, and another for lien resolution. Our attorneys and planners specialize in handling all of these in-house.

Please let us know how we can help in your next case.

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