ERISA Subrogation in Personal Injury and Workers’ Compensation Claims

ERISA Subrogation in Personal Injury and Workers’ Compensation Claims Learn more at https://www.meckbar.org/?pg=MCBCalendar&evAction=showDetail&eid=350890 Description: This program has been submitted for 1.0 General credit hours in North Carolina and South Carolina (webinar credit). This CLE is hosted by the MBA Civil Litigation and Labor & Employment Sections. Section members can register for a discounted rate of $15. Program Overview When a personal injury/workers’ compensation case is settled, or getting close to settlement, the finish line may be further away than one may think. In the year 2026, ERISA health plans, and their recovery agents, are increasingly pursuing aggressive reimbursement and subrogation claims against settlement proceeds, creating high stakes disputes that can dramatically impact injured plaintiffs, their counsel, litigation tactics, and recovery strategies. This CLE will explore the evolving landscape of the ERISA reimbursement arena, the powerful remedies available to ERISA plans, and the critical distinctions and tactics that can determine whether an ERISA plan’s claim succeeds, is wilted, or entirely fails. Through a practical examination of leading statutes, regulations, case law, and practical strategies, attendees will gain valuable insight which will allow them to identify, evaluate, and challenge ERISA reimbursement claims. This program will provide the tools needed to navigate one of the most complex and consequential intersections between insurer subrogation claims and personal injury/workers’ compensation litigation. Join us for a timely and engaging discussion on the continuing battle over settlement dollars, and who ultimately gets to keep them. Speakers Zachary D. De Leon , De Leon Law, P.L.L.C.,  Bio | LinkedIn The views and opinions of MBA CLEs are not necessarily those of the Mecklenburg Bar Association/26th Judicial District Bar. Schedule: Tuesday, October 6, 2026 Location: Zoom