Learning Center

Disbursements 2022: Back in the Saddle (in Person)

Product not yet rated

  • Registration Closed

DISBURSEMENTS 2022 : Back in the Saddle (in Person)

Registration limited to 40 (once capacity is reached you will need to register for the virtual option)
February 25, 2022
6.0 CLE Hours (inc. 1.0 ethics)

Program Chairs Julie Bell and Santiago Arroba Rodriguez have put together a spectacular seminar that covers the timeliest and most relevant topics facing attorneys who handle disbursements today. No matter what your level of knowledge and expertise, it's never too late to learn even MORE about the complexities of disbursements.  The speakers will explore the latest in the world of ERISA, wrongful death disbursements, Medicare, medical provider billing issues, and much, much more. Attend and get the latest and greatest. You simply cannot afford to miss this seminar!

Topics & Speakers

8:55 a.m. | Welcoming Remarks – Program Chairs

  • Julie L. Bell, Daggett Shuler, Attorneys at Law, Winston-Salem
  • Santiago Arroba-Rodriguez, Whitley Law Firm, Raleigh

9:00 a.m. | ERISA

  • Lauren Newton, Charles G. Monnett, III & Associates, Charlotte

9:45 a.m. | Lien Priority Pitfalls with Federal, State & Local: Getting Everyone Back in Line

  • Courtney Mann, Law Offices of W. Daniel Grist, PLLC, Charlotte

10:15 a.m. | Break

10:30 a.m. | Third Party Claims 

  • Matthew Bissette, Whitley Law Firm, Raleigh

11:00 a.m. | Settlement, Death, Disbursement: What Happens When Your Client Dies Before Disbursement? 

  • Santiago Arroba-Rodriguez, Whitley Law Firm, Raleigh

11:30 a.m. | A Matter of Life and Death: Mistakes Not to Make in a Wrongful Death Case

  • Nichad Davis, Ward Black Law, Greensboro
  • Gabriel Snyder, Ward Black Law, Greensboro 

12:00 p.m. | Lunch  

1:00 p.m. | Medicaid 

  • Huntington Willis, Martin & Jones, PLLC, Raleigh

1:30 p.m. | Medical Provider Liens and Billing Issues

  • Jeffrey Maggs, The Law Offices of Timothy D. Welborn, P.A., Winston-Salem

 2:10 p.m. | Medicare: Staying on Track When Medicare is Involved

  • Julie L. Bell, Daggett Shuler, Attorneys at Law, Winston-Salem

2:45 p.m. | Break

3:00 p.m. | Minor Settlements

  • Elizabeth Ray, Crumley Roberts LLP, Greensboro

3:30 p.m. | Ethics

  • Mark Scruggs, Lawyers Mutual Liability Insurance Co, Cary

4:30 p.m. | Adjourn

Thank You to Our Sponsors 


Byrd Settlements is your resource and partner for Structured Settlements and Trust Advisory services. We work with you and your clients to determine what is in their best financial interest and will have the best possible outcome. Whether it is a special needs trust to protect government healthcare benefits, a general trust, a tax free and guaranteed structured settlement or a combination, you can rely on us to offer what makes most sense for your client, not what meets arbitrary corporate minimums. In addition to our role as comprehensive settlement consultant, we can also serve as an unbiased third party Trust Protector. We provide clients with the most advantageous trust resources possible and have created an infrastructure to ensure consistent optimal performance through semi-annual review. Our team works to provide attorneys and their clients with all of the options that will enable them to use their recovery to become and remain financially secure. Please let us know if we can help!



CaseMetrix, LLC is a real-time settlement and verdict database of personal injury cases which allows you to see exactly how much various insurers are voluntarily paying to settle cases.  Attorneys use the resource, consisting of 95% settlements and 5% verdicts, both as a reference and negotiation tool to make sure they never accept an offer that’s too low.  In addition to searching by specific injuries & treatment, CaseMetrix can address common defenses such as prior related injuries, allegedly conservative venues and medical causation issues.  Call Kim White at 404.849.6422 for a free online look at the database.


Milner Settlements

Milner Settlements | Bryan Milner is a Senior Structured Settlement Consultant with Milner Settlements through Sage Settlement Consulting. He has been working with attorneys and their clients in North Carolina for over 19 years, and continues to be a strong supporter of NCAJ. Bryan takes on a compassionate, comprehensive approach. He understands the important and complex financial decisions that face individuals and families who are receiving settlements. He provides creative structured settlement options and helps the attorney navigate the complexities of settlement-related issues such as Medicare Set-Asides, Trusts, Lien Resolution, etc. He also assists attorneys with designing fee structures for their contingency fees. Bryan is a committee member of the newly formed American Association of Settlement Consultants (AASC).


With 27 years of litigation and settlement planning experience, Tacker LeCarpentier started SPS in order to provide comprehensive settlement planning services to injury victims, their families and attorneys. At no charge to your clients, we offer life care planning cost analysis, governmental benefits assessments, mediation attendance, as well as appearances at all settlement hearings. Settlement planning solutions include structured settlements, Special Needs Trusts, Medicare Set-Aside Accounts, Family Security and Settlement Preservation Trusts, and assistance with lien resolution. Contact Tacker at 919-247-9070 or tacker@settlementplanningllc.com.

Our Number 1 Goal: To Secure Your Clients’ Future Financial Needs.

Components visible upon registration.