Collateral Source Rule Does Not Relieve Plaintiffs of MSP Recoupment Obligation

On May 24, 2010 the Superior Court of NewThe court, interestingly, reviewed a prior ruling in
Jersey, Appellate Division, decided the case of Ilsewhich it was found that the statute does not
Theresa Jackson v. Hudson Court, LLC.  At issueapply to reimbursable benefits paid by Medicaid by
was a request by the plaintiff for a court orderedlikening the reimbursement principles to Medicare
allocation of settlement funds in order to avoidliens. Stating that Medicare "has a nearly unqualified
payment of a Medicare lien.right to reimbursement" the court found that the
After settlement of the underlying case, thecollateral source rule allows a personal injury
plaintiff sought to obtain a court order designatingsettlements to include recovery of medical
that the settlement proceeds were for pain andexpenses paid for by Medicare.
suffering or for other amounts not related toThe court also took the opportunity to point to
medical services, notwithstanding the fact thatprior federal case law which established where
conditional payments had been made by Medicare.state collateral source rules "frustrate" MSP
Ms. Jackson's contention was based upon statereimbursement rights, they are pre-empted.
collateral source doctrine which foreclosesFor purposes of MSP compliance, it would appear
recovery of expenses received (or to which shethat, at least in New Jersey and Jackson v.
was entitled) in duplication of her recovery.Hudson Court, LLC, Medicare liens cannot be
In short, she argued that no plaintiff should haveavoided by hiding behind the collateral source rule
to reimburse Medicare in a personal injury claimor by a creative allocation of settlement funds.
because Medicare's lien would be satisfied fromThe court there recognized not only the pre
funds not recovered for medical expenses.eminence of the MSP statute as compared to
Basically, she sought the court's cooperation instate law but also advised the tort industry that
categorizing her settlement proceeds to avoidthey would not be complicit in rulings that avoid
Medicare lien repayment.Medicare's recovery interests.
Collateral Source Statute