Please ensure Javascript is enabled for purposes of website accessibility Fully Insured v. Self-Funded ERISA Liens: What Plaintiff Lawyers Need to Know | SemWebCatalog

Share this program:

On Demand

Fully Insured v. Self-Funded ERISA Liens

What Plaintiff Lawyers Need to Know

What You Will Learn

  • What documents to request and how to obtain them from the proper party
  • How to evaluate the validity of the lien and applicable law
  • How to identify ambiguities in the plan or limits on the scope of recovery rights that could benefit your client
  • Arguments to support Make Whole and Common Fund doctrines and equitable defenses
  • Requirements for equitable lien by agreement and constructive trusts
  • Proportional allocation of damages in structuring the settlement
  • Negotiation and settlement tactics

Share this program:

What You Will Learn

  • What documents to request and how to obtain them from the proper party
  • How to evaluate the validity of the lien and applicable law
  • How to identify ambiguities in the plan or limits on the scope of recovery rights that could benefit your client
  • Arguments to support Make Whole and Common Fund doctrines and equitable defenses
  • Requirements for equitable lien by agreement and constructive trusts
  • Proportional allocation of damages in structuring the settlement
  • Negotiation and settlement tactics

Register now for immediate access to this program.

Register Now

Already Registered?

Login
Price

$79 for Association Member
$99 for Non-member

75 minutes
Date Published

April 30, 2026

Publisher

Maryland Association for Justice, Inc.

Subjects

ERISA, Liens

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

Early identification and assessment of potential liens is essential to negotiating and settling ERISA liens in a way that preserves the maximum allowable compensation for your client. 

Rodd Santomauro will walk you through the steps to take when you have an ERISA claim in your personal injury case, including what documents to request, how to identify ambiguities or limits on the scope of recovery in the plan documents that could benefit your client, how to evaluate the validity of the lien, how to analyze the plan’s equitable lien by agreement, and key negotiation and settlement strategies you can use to help your client retain as much of their settlement as possible.
 

SWOD-27708

Expand summary
back to top

Presenters

Rodd M. Santomauro
Vice President of Strategic Development - Synergy Settlement Services

Rodd Santomauro is a highly credentialed attorney with extensive experience as an executive in both for profit and nonprofit... Read More

back to top

Program Titles and Supporting Materials

This program contains the following components:

Media Files
Fully Insured v. Self-Funded ERISA Liens - Video
Downloadable Files
Fully Insured v. Self-Funded ERISA Liens - Handout
back to top

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

Click on jurisdiction for specific details:

back to top

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

back to top

More

Refund Policy
SeminarWeb and Alabama Association for Justice programs are non-refundable.

Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.

YOU MAY ALSO BE INTERESTED IN...


logo
© 2024 by Alabama Association for Justice.
Website design by Cartography