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Program Overview

MSP Best Practices for Defense Counsel will teach practical and up to date “Best Practices” for the settlement and resolution of liability cases involving Medicare enrolled beneficiaries. The program will review the law and regulations but will focus on providing practical information counsel needs to know to ensure compliance with the Medicare Secondary Payer Act and Sec. 111. The resolution of Conditional Payment demands, Medicare Advantage Organization claims, future medical questions and the contents of releases will be discussed.

Who Should Attend

  • Defense counsel defending claims involving Medicare enrolled beneficiaries.
  • In-house counsel and insurance claims professionals.
  • Risk managers, TPA’s and self-insured claims managers.

What You Will Learn

  • How to identify and gather the information needed to settle and report and MSP claims.
  • General information about MSP compliance—What are myths and what are truths?
  • How to handle MAO’s and their demands.
  • What your release and settlement agreement should include.


Bruce A. CrannerBruce A. Cranner is a partner of Talley, Anthony, Hughes and Knight. He is an experienced litigator in the firm's Medical Malpractice and Healthcare and Products Liability Practice Areas. Mr. Cranner is best known for his work in complex and complicated healthcare cases, serving both as a litigator and as an advisor for clients ranging from physicians and hospitals to long term care facilities. He also frequently represents medical professionals and hospital and facility owners and operators in litigation and before licensing boards and in commercial and business litigation.

John V. Cattie, Jr.John V. Cattie, Jr. is the founding member of Cattie, P.L.L.C., a law firm dedicated to helping clients minimize/extinguish MSP reimbursement obligations. He is chair of the DRI MSP Task Force, leading DRI’s efforts to provide MSP compliance updates and education to its members. He also served as managing editor for the most recent edition of DRI’s Defense Practitioner’s Guide to Medicare Secondary Payer Issues. He received his B.A. from the University of North Carolina and his JD/MBA from Villanova University.

Michael MerlinoMichael Merlino is the Senior Vice President of Medicare Compliance and Structured Settlements for Sedgwick. Michael is responsible for planning and leading a Medicare compliance department to assist Sedgwick clients whose workers’ compensation, general liability, and professional liability claims involve personal injury matters with potential Medicare compliance components. He also oversees Sedgwick’s Medicare (MMSEA/SCHIP) reporting team as well; ensuring that Sedgwick is fully compliant with this portion of Medicare compliance. As president of Galaher Settlements, he is also responsible for Sedgwick’s structure broker company.

DRI, The Voice of the Defense Bar, intends to comply with all applicable anti trust laws. Accordingly, DRI cannot, and will not, tolerate conduct that could lead to, or even suggest, agreement among its members that might restrain trade or violate such laws. All such conduct is a violation of DRI policy