Medicare Set-Aside Administration

Our MSA Administration service ensures your Medicare Set-Aside account is managed with full compliance to CMS guidelines. We handle all reporting, fund management, and medical bill processing so you can focus on your recovery.

  • Annual attestation and reporting to CMS
  • Bill review and payment processing
  • Pharmacy benefit management
  • Account statements and online portal access
  • Dedicated caseworker for your account
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Professional Administration

For those who need comprehensive management of their settlement funds, our Professional Administration service covers everything — from budgeting and bill payment to investment oversight and long-term planning.

  • Complete fund management and budgeting
  • Medical and non-medical expense processing
  • Investment management with fiduciary oversight
  • Quarterly reports and real-time portal access
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Lien Resolution

We aggressively negotiate and resolve liens from Medicare, Medicaid, ERISA health plans, and private insurers. Our goal is to minimize the impact of liens on your net recovery.

  • Medicare conditional payment resolution
  • Medicaid and state lien negotiation
  • ERISA and private health plan resolution
  • Full reporting and audit trail documentation
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Settlement Consulting

Our experts work with attorneys, insurers, and clients to design settlement structures that meet current needs and future goals, minimizing tax liabilities and protecting eligibility for government benefits.

  • MSA allocation report preparation
  • Medicare Conditional Payment (MCP) analysis
  • Future medical cost projections
  • Government benefit preservation strategies
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Trust Services

We provide comprehensive trust administration, including Special Needs Trusts (SNT), Qualified Settlement Funds (QSF), and Preservation Trusts to safeguard assets and maintain eligibility for needs-based benefits.

  • Special Needs Trust (SNT) administration
  • Qualified Settlement Fund management
  • Pooled trust referrals and administration
  • Coordination with estate planning attorneys
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Liability Settlements

For liability cases, we provide specialized solutions ensuring medical future care needs are accurately projected and funded, with full MSP compliance from the outset.

  • Liability MSA (LMSA) development
  • Future medical cost projections
  • Structured settlement coordination
  • Section 111 MMSEA reporting assistance
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Need a Custom Solution?

Every case is unique. Contact us for a tailored approach to your settlement needs.