Dave Place, Esq. - Founder

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Using his more than 25 years of subrogation experience Mr. Place now exclusively assists the plaintiff’s bar with complex lien resolution problems, ensuring that the settlement dollars created by the trial attorney are protected. For the past seven years Mr. Place has served the plaintiff’s bar in both the single event lien resolution space, and mass torts, saving his clients over $100,000,000.00. Prior to beginning his service to the plaintiff’s trial bar Mr. Place spent nearly 15 years practicing as a “Litigation Specialist” for the subrogation recovery industry. He asserted subrogation/reimbursement rights for large private group health insurance plans, self-funded ERISA groups, FEHBA plans, Medicare Advantage plans, state Medicaid plans, as well as stop-loss and disability plans in their subrogation/recovery programs in all fifty states. 

Education: 

• Bachelor of Science - Longwood University 
• Juris Doctor - Louis D. Brandeis School of Law, at the University of Louisville 

Articles: 

• “Trial by Jury, Effective Application of Alternative Dispute Resolution,” Kentucky Bench & Bar, (1997). 
• “ERISA: Subrogation; Tips and Tactics,” Handling Liens in Personal Injury Actions, VTLA (2014 - 2016). 
• “New Ammunition to Eliminate or Reduce FEHBA Reimbursements Repayments,” TLA-DC, (2014). 
• “Medicare Refund – How Can My Client Get One?” TLA-DC, Winter (2015). 
• “Medicare Refund – How Can My Client Get One?” Broward County Justice Association, April (2015). 
• “ERISA Subrogation/Reimbursement Claims,” Society of Settlement Planners , Issue-Spotter (2015). 
• “Damages “Shall” Be In An Amount Double … Medicare Advantage Plans,” The Journal, VTLA, (2017). 

CLE Presentations:  

“MSAs & Subrogation, What you Need to Know,” Florida Justice Association (2012).

“Seven Things an ERISA Recovery Agent Doesn’t Want You to Know,” Florida Justice Association (2012).

“Medicare Set-Asides for Paralegals: Handling Conditional Payments Correctly,” Institute for Paralegal Ed. (2012, 2013).

“ERISA & FEHBA Subrogation: Tactics to Eliminate or Reduce Repayment,” Virginia Trial Lawyers Association (2013). 

“ERISA Liens and Medicare Conditional Payments,” Florida Justice Association, Workhorse Seminar (2013). 

“ERISA & Medicare Liens: Eliminate Delays and Reduce Repayment,” Jacksonville Justice Association (2013). 

“Medicare & Medicaid: How to Report, Reduce and Repay,” Florida Justice Association (2013).

“Handling Complex Auto Insurance Coverage Disputes,” National Business Institute (2013).

“ERISA Subrogation: Tips to Reduce or Eliminate Repayment,” Florida Justice Association, Workhorse Seminar (2014).

“ERISA Liens and Medicare Conditional Payments,” Palm Beach Justice Association, (2014).

“Protecting Medicaid, Medicare Liens, Settlements, & Set-Asides,” The Rossdale Group (2014-2016).

“Effectively Enforcing Judgments, Liens, & Damages,” The Rossdale Group (2014). 

“ERISA Subrogation: Tips & Tactics,” Public Justice, State Bar of Texas (2014). 

“Collateral Sources,” Florida Justice Association (2014- 2016).

“Mastering ERISA Liens, Subrogation & Settlements,” The Rossdale Group (2014, 2015).

“Personal Injury Boot Camp: Case Closing and Lien Resolution,” Florida Justice Association (2014).

“How to Resolve Medicare's Conditional Payment Claim - And Get a Refund!” Florida Justice Association (2015).

"Lien Resolution – ERISA and Private Liens," Academy of Special Needs Planners (2015).

“Protecting Your Client’s Money: Medicare Compliance and Effectively Handling Liens,” Southern Trial Lawyers (2015).

“Lien Resolution – Medicare, Medicaid, ERISA & FEHBA,” Florida Justice Association (2015).

“ERISA Lien Resolution Techniques,” Inner Circle of Advocates (2015).

“Lien Resolution Outsourcing and Hot Topics in ERISA, FEHBA and Medicare,” Florida Justice Association (2015).

“Medicare/Collateral Source Liens,” Florida Justice Association (2015).

“Minding Medicare’s Interest,” The Rossdale Group (2015).

“Medicare Secondary Payer Master Class,” Healthcare Education Associates (2016).

“What Every Elder Law Attorney Should Know – Lien Resolution,” Virginia Academy of Elder Law Attorneys (2016).

“Insider Tactics: ERISA Subrogation & Refunds from Medicare,” Santa Clara County Trial Lawyers (2016).

“Medicaid/Medicare Secondary Payer Recovery: New Rules and a New Portal,” National Business Institute (2016).

“How to Reduce or Eliminate ERISA Liens and Obtain Medicare Refunds,” Virginia Trial Lawyers Association (2016).

“Resolving ERISA Liens and Reimbursement Claims in Personal Injury Cases,” Strafford Publications (2016- 2022) 

“Healthcare Lien Resolution – How to Cut Through the Red Tap,” Palm Beach County Justice Association (2017). 

“Lien Resolution – What Every Planner Should Know,” Society of Settlement Planners (2017).

“ERISA Subrogation – Splitting Hairs and Reducing Repayments,” Florida Justice Association (2017).

“ERISA, Medicare Advantage, FEHBA & Medicare Refunds,” Virginia Trial Lawyers, Adv. Auto Retreat (2017).

“Protecting Assets while Qualifying for Government Benefits & Elder Law,” The Rossdale Group (2017).

“Medicare Conditional Payment and Medicare Adv. Plan Reconciliation Processes,” Strafford Publications (2017-2022).

“Minimizing ERISA Liens in Personal Injury Settlements,” National Business Institute (2018).

“How to Fight ERISA Subrogation and Obtain Refunds from Medicare,” Florida Justice Association (2018).

“Ethical Obligations Pertaining to Liens,” Palm Beach County Justice Association (2018).

“Subrogation & Reimbursement – Best Practices for the Best Reductions” Montgomery County Bar Association (2019)

“ERISA Reductions – Not as Impossible as You Think,” Florida Justice Association (2019). 

“Ethical Landmines in Healthcare Lien Resolution,” Kentucky Justice Association (2019).

“Mastering Medicare Liens, Settlements & Set-Asides,” The Rossdale Group (2019, 2020).

“Everything You Never Wanted to Know about Health Coverage Liens,” Virginia Trial Lawyers Association (2019).

“Medi ‘don’t care – How to Process Medicare Repayments and Avoid the Pitfalls,” Virginia Trial Lawyers Association (2019).

“Attorney Liability for Client’s Liens: Medicare, Medicaid & ERISA,” Amicus Settlement Planners (2020).

“National Lien Resolution Town Hall,” Amicus Settlement Planners (2020).

“ERISA and non-ERISA Complications in Workers’ Comp Cases,” Virginia Trial Lawyers Association (2020).

“Navigating the Medicare Hellscape,” Injury Paralegal Podcast (2021).

“Ethical Obligations to Clients When Handling Liens,” Virginia Trial Lawyers Association (2021).

“Everything You Should Know About Liens – But Wish You Didn’t,” Connectionology Webinars, (2021).

“Beyond ERISA: Issues for Your Client’s Considerations,” Virginia Trial Lawyers Association (2021).

“Medicare & Medicaid Liens in Personal Injury Cases,” Strafford Publications (2022, 2023).

“Medicare Liens: Plan type, proper forms, process, negotiation, resolution and attorney liability,” Federal Bar Assoc. (2022).

“Military Liens: Camp Lejeune and beyond,” MyLawCLE (2023).