Request and review.
"What were your key takeaways from the program? Request and review pertinent plan documents. Which topics did you find least valuable and why? None."
Minimizing ERISA Liens in Personal Injury Claims - On Demand CLE
$125.00
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Description
Description
Subrogation and reimbursement claims by plans that are established and regulated under the Employee Income Security Act (ERISA) have seen significant changes in recent years. From developments at the Federal District Court level to decrees from the US Supreme Court, resolving these claims has become troublesome for everyday personal injury attorneys.
Attorneys John Cattie and Zachary De Leon have years of experience resolving liens against personal injury and workers’ compensation claims. In this program, John and Zach provide the necessary knowledge everyday practitioners need to begin to get the upper hand when negotiating and resolving liens being asserted by ERISA plans.
Attendees will learn:
- The statutory framework that allows ERISA plans to seek reimbursement under the protection of federal law
- The type of plans ERISA applies to and what is necessary for ERISA plans to obtain preemptive status
- How to determine and obtain evidence of a plan’s funding status
- How case law has developed over the past two and a half decades and where it stands today
In order to successfully analyze, negotiate, and resolve ERISA liens, attorneys need to know the basics of the ERISA statute, which plans are covered under both statute and federal preemption, case law developments from the last 25 years, and how ERISA claims are pursued by employee health and welfare benefit plans.
Register now to gain the confidence and understanding necessary to effectively tackle the dreaded ERISA lien.
Click here for Access Instructions for On Demand Programs.
Each user must register individually as they will need their own login to access the program and comply with CLE requirements.
Need accreditation in another jurisdiction? Fill out this form and note Course No. 251113
Details
Details
On Demand Program: TBD
Original Air Date: 11/13/2025
Accreditation
Accreditation
Approved and Pending Credits
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Accreditation Not Available
MO, VA
We will apply for accreditation in your state upon request. Please use the form at the bottom of the product description to request accreditation in your state.
Overall rating: 4.5454545 / 5 from 22 reviews.
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Reviews
Multiple ways to deal with ERISA.
"What were your key takeaways from the program? Glad to see there are multiple ways to deal with ERISA plans, often times the third party recovery group will keep their rejection short and sweet. But now for future ERISA liens I know to get the master plan and not rely on the summary provided by a recovery group."
Plan documents.
"What were your key takeaways from the program? Get the plan documents for any erisa lien."
Interesting background.
"What were your key takeaways from the program? Interesting background on the history of the ERISA Act. Good review of the concepts of preemption, savings and deemer clauses. Important points about the financial stake of both TPA and recovery vendor. Which topics did you find least valuable and why? It was all valuable."
Understand the nuances.
"What were your key takeaways from the program? My key takeaway is to understand the nuances of the Master Plan document to determine whether there is a fully spelled out right to reimbursement, and to realize I can't rely on what the TPA sends me. Which topics did you find least valuable and why? I thought all topics were valuable."
Start the negotiation process.
"What were your key takeaways from the program? Start the negotiation process early and make sure you receive the requested documents. What were your key takeaways from the program? Start the negotiation process early and make sure you receive the requested documents."
Extremely nuanced.
"What were your key takeaways from the program? Erisa is extremely nuanced. There are a few ways to leverage the reduction of lien but they come across as pretty solid for defesne. Which topics did you find least valuable and why? All of this was valuable."
Start early.
"What were your key takeaways from the program? Use 1024b4 to get the controlling documents; start early. Which topics did you find least valuable and why? The explanation that ERISA controls even if not self-funded plan could have been clearer."
Good foundation.
"What were your key takeaways from the program? This provided a good foundation for addressing liens."
Start early with requests.
"What were your key takeaways from the program? Start early with request of plan documents. Which topics did you find least valuable and why? Given that there was only 90 minutes, the amount of time spent on the background history of Erisa was too much. What were your key takeaways from the program? Start early with request of plan documents. Which topics did you find least valuable and why? Given that there was only 90 minutes, the amount of time spent on the background history of Erisa was too much. What were your key takeaways from the program? Start early with request of plan documents. Which topics did you find least valuable and why? Given that there was only 90 minutes, the amount of time spent on the background history of Erisa was too much. What were your key takeaways from the program? Start early with request of plan documents. Which topics did you find least valuable and why? Given that there was only 90 minutes, the amount of time spent on the background history of Erisa was too much."
