On this episode of the Lead Counsel Podcast, host Tom Tona dives deep into one of the most complex and overlooked aspects of personal injury law: lien resolution and settlement planning. Joining Tom is Jason D. Lazarus, Esq., founder of Synergy Settlement Services and a nationally recognized expert in lien resolution, Medicare Secondary Payer compliance, and special needs settlement planning.
If you’re a personal injury attorney, legal professional navigating post-settlement challenges, or personall injury client looking to better understand liens and your case this episode is essential listening. Jason shares his unique perspective, both as a legal expert and as someone who personally experienced the aftermath of a catastrophic injury. Together, they unpack critical insights on dealing with ERISA, Medicare, Medicaid, and private insurer liens, as well as compliance strategies that protect client benefits and law firm liability.
Key Highlights:
How Synergy helps trial attorneys outsource complex lien resolution efficiently
The risks of mishandling Medicare Advantage plans and the importance of expert identification
Real-world examples of how lien errors delay settlements and increase liability
Understanding Medicare Set-Asides (MSAs) and why they matter in today’s legal landscape
Why lien resolution is now a profitability and compliance issue, not just a legal formality
The importance of outsourcing vs. building internal post-settlement departments
Jason’s own injury experience and how it fuels his mission to help others through Synergy
Insights into the books The Art of Settlement and Litigation to Life
Guest Links:
Synergy Settlement Services: www.partnerwithsynergy.com
Jason’s Book Site: www.jasondlazarus.com
Follow Tom Tona on Linkedin.
This podcast is sponsored by Tonalaw. Attorneys, are you looking for a trusted partner for your New York personal injury referrals? Since 2001, Tonalaw has been the go-to New York personal injury law firm for attorneys and law firms across the U.S.
At Tonalaw, we pay legal fee participation to referring attorneys in all jurisdictions where it’s permitted. Refer us a case today and experience the Tonalaw difference. Call us now to discuss how we can work together at 844-TONALAW or visit us at www.tonalaw.com. Mention "Lead Counsel" when you reach out, and you’ll get connected directly with Tom Tona.
