Ensure Coordination of Benefits to Maximize What Your Client Keeps
If your clients receive Social Security and workers' comp benefits simultaneously, one may be offset - but there are ways to minimize those reductions. In this program, seasoned faculty will share their techniques for minimizing and eliminating offsets. Navigate the rules with confidence and protect your clients' benefits - order today!
- Minimize the amount of payments subject to offset by utilizing exclusions for certain expenses.
- Get tips for drafting settlement agreements to minimize any offset of SSDI benefits.
- Understand the interplay between SSDI insurance, workers' compensation and third-party claims.
Session time: 1:00 - 2:30 PM Eastern
Presenter: Benjamin Y. Gerber
- Reviewing Social Security Offsets in Workers' Compensation: Key Terms and Definitions
- Pinpointing Which Expenses Can be Excluded
- Workers' Compensation Benefits: Front-Loading vs. Backloading
- Strategically Using Lump Sum Settlement Payments to Reduce the Offset Amount
- Tactics for Spreading Out Settlement Payments Over Time
- Deploying "Spread Language": What to Include in the Settlement Agreement
- Prorating Excludable Expenses Over the Entire Offset Period
- Interplay Between SSDI Benefits, Workers' Compensation, and Third-Party Claims
This program is designed for attorneys. Paralegals may also benefit.