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Does Medicare Take From A Personal Injury Settlement? | Irons & Irons

Written by Gib Irons | January 28, 2025 at 1:00 PM

After securing a personal injury settlement, many of our clients are surprised to learn that Medicare may claim a significant portion of their compensation. Understanding how Medicare liens work and what to expect can help you better prepare for the settlement process and its outcomes.

 

Understanding Medicare's Claim on Your Settlement

When Medicare pays for medical treatment related to your personal injury case, it has a legal right to recover those costs from your settlement. In North Carolina, Medicare can claim up to 50% of the net proceeds after attorney fees and litigation costs are deducted. This process, known as Medicare subrogation, ensures that taxpayer-funded healthcare programs can recoup their expenses when a third party is responsible for injuries.

 

Medicare's Settlement Recovery Programs

Medicare offers several programs designed to streamline the reimbursement process, each with its own requirements and benefits:

 

Fixed Percentage Option

For smaller settlements of $5,000 or less, Medicare simplifies the process by taking a flat 25% of the total settlement amount. This option provides a quick resolution and clear expectations for all parties involved. While you might pay more than necessary in some cases, the administrative simplicity often makes this option attractive for modest settlements.

 

Self-Calculated Conditional Payment Option

This program offers potential savings for settlements up to $25,000. To qualify, your accident must have occurred at least six months prior, and you must not anticipate needing additional medical treatment. This option often results in lower repayment amounts, making it particularly beneficial for cases with limited medical expenses.

 

$300 Threshold for Liability Settlements

Medicare has established a minimum threshold for pursuing reimbursement in liability cases. This provision can be particularly helpful in cases with minimal Medicare payments, potentially allowing beneficiaries to retain more of their settlement.

 

Factors That Influence Medicare's Recovery Amount

Several key factors determine how much of your settlement Medicare can claim:

 

Attorney Fees and Costs

Medicare recognizes that obtaining a settlement requires legal expertise and resources. As a result, they may reduce their lien amount proportionally based on your attorney fees. This reduction acknowledges the effort and expense required to secure the settlement that enables Medicare's recovery.

 

Total Settlement Amount

The size of your settlement plays a crucial role in determining Medicare's share. A larger settlement might mean more funds available for Medicare's recovery, but it also provides more room for negotiation. Your attorney can often work to ensure that the lien amount remains reasonable relative to your total recovery.

 

Procurement Costs

The expenses incurred in securing your settlement, such as court filing fees, expert witness fees, and investigation costs, can impact Medicare's final recovery amount. These costs are typically deducted before calculating Medicare's share, protecting your ability to cover necessary legal expenses.

 

Navigating Medicare and Medicaid Considerations

In North Carolina, both Medicare and Medicaid interests must be carefully considered in personal injury settlements. While Medicare is a federal program, Medicaid operates under state-specific rules that can affect your settlement:

 

Medicaid's Role

Under North Carolina General Statutes 108A-57 and 108A-59, the state has subrogation rights to recover Medicaid expenses from any liable third party. This includes recovery from medical payments coverage under your personal auto insurance policy.

 

The One-Third Rule

A crucial protection for injury victims is North Carolina's limitation on Medicaid recovery to one-third of the total settlement. When multiple medical providers have liens, this cap still applies to the combined total of Medicaid and provider liens, ensuring you retain a fair portion of your settlement.

 

Professional Guidance Is Essential

Navigating Medicare and Medicaid liens requires experienced legal counsel for several reasons:

 

Complex Negotiations

Personal injury attorneys can often negotiate with Medicare to reduce their recovery amount, potentially leaving more money in your pocket. These negotiations require understanding complex federal regulations and local practices.

 

Legal Compliance

Failing to properly address Medicare's interests can result in serious consequences. Your attorney ensures all necessary parties are notified and proper procedures are followed, protecting you from future liability.

 

Strategic Settlement Planning

An experienced attorney can structure your settlement to maximize your recovery while satisfying Medicare's requirements. This might involve allocating damages appropriately or utilizing specific Medicare settlement programs.

 

Future Medical Needs Consideration

When settling your case, it's crucial to consider future medical expenses. Your attorney can help establish whether you need a Medicare Set-Aside arrangement to cover future treatment costs while protecting your Medicare benefits.

 

Taking Action to Protect Your Interests

If Medicare has paid for any of your injury-related medical care, take these important steps:

  1. Notify your attorney immediately about your Medicare coverage
  2. Keep detailed records of all medical treatments and expenses
  3. Avoid direct negotiations with Medicare without legal representation
  4. Consider future medical needs when planning your settlement
  5. Be patient during the resolution process, as Medicare negotiations take time

 

The Importance of Professional Legal Help

Navigating Medicare liens in personal injury settlements requires expertise in both personal injury law and federal healthcare regulations. An experienced attorney can help you understand your obligations while working to maximize your settlement recovery.

Remember that attempting to circumvent Medicare's recovery rights can result in serious consequences, including potential criminal penalties. Working with qualified legal counsel ensures proper handling of all aspects of your settlement, protecting both your immediate and long-term interests.

 

How Irons & Irons P.A. Can Help

At Irons & Irons P.A., our experienced personal injury attorneys have extensive experience handling Medicare liens and maximizing client settlements throughout North Carolina. We understand the complexities of Medicare regulations and how they impact your recovery. Our team will:

  • Handle all communications with Medicare on your behalf
  • Negotiate to reduce Medicare's claim amount whenever possible
  • Ensure compliance with all federal and state regulations
  • Structure your settlement to maximize your compensation
  • Protect your future Medicare benefits
  • Guide you through the entire process with clear communication

Contact Irons & Irons P.A. today at (252) 215-3000 for a free consultation about your personal injury case. Our Greenville office serves clients throughout North Carolina, including Charlotte, Raleigh, Wilmington, Asheville, and Winston-Salem. Let us help you navigate Medicare liens while securing the compensation you deserve for your injuries.