Platinum Partners

Close X
Close X
Synergy Settlement Services

Synergy Settlement Services

Synergy Settlement Services

Synergy Settlement Services

We are Synergy Settlement Services

Let us handle the case after the case.

So you can focus on what you do best.

You take all the risk and fight hard for your clients. Yet even after you win, the fight isn’t over to make sure your client gets everything they are entitled to. It’s frustrating and costly.

At Synergy we tackle the case after the case, so you can focus on what you do best — fighting for the injured and helping more clients. We have a deep team of professionals experienced at maximizing and protecting the recovery. More than 1000 law firms and their clients in 50 states have trusted Synergy to deliver efficient and outstanding results.

Have confidence the injury victim will not only receive every penny they deserve but also have solutions to preserve and protect their recovery.

Synergy allows trial lawyers to focus on what they do best by handling the difficult issues at settlement such as lien resolution, Medicare compliance, public benefit preservation, settlement planning techniques, and tax deferral mechanisms for contingent legal fees. The combination of the services we provide and the strength of our professionals gives our clients a powerful partner.

Core Services

  • Lien resolution
  • Medicare compliance
  • Public benefit preservation
  • Settlement planning techniques
  • Group projects
  • Tax deferral mechanisms for contingent legal fees

Founder Bio

Marci Gordon

Marci Gordon | Director of Sales & Client Services

Marci Gordon is Director of Sales and Client Services at Synergy Settlement Services. Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, pooled trust solutions, settlement asset management services and structured settlements. Marci is honored to represent Synergy at national, state and local associations to support our clients’ interests across the country. Prior to working at Synergy, Marci was a top salesperson at both Novartis and Genzyme where she was able to use her pre-med/Biology degree to best service her doctors.

Jason Lazarus

Jason D. Lazarus, J.D., LL.M., CSSC, MSCC | Founder, CEO

Jason D. Lazarus, J.D., LL.M., CSSC, MSCC is the founder and Chief Executive Officer of Synergy Settlement Services. Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services, and structured settlements. He is also the managing partner and founder of the Special Needs Law Firm; a Florida law firm that provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance. Jason is an Amazon Best-Selling author and his book; Art of Settlement is a detailed guide for trial lawyers related to regulatory compliance when resolving catastrophic claims. His written work has been cited, as authoritative on Medicare compliance, by the Supreme Court of Florida and the United States Southern District of Florida. Mr. Lazarus received his B.A. from the University of Central Florida and his J.D. with high honors from Florida State University. He received his LLM in Elder Law with Distinction from Stetson University College of Law.

Dan Alvarez

Dan Alvarez | CBDO

Daniel J. Alvarez is a founding principal and Chief Business Development Officer of Synergy Settlement Services. Synergy allows trial lawyers to focus on what they do best by handling all the issues which arise at settlement such as lien resolution, Medicare compliance, public benefit preservation, and settlement planning techniques for protecting the recovery. Dan received his B.A. and J.D. with honors from Florida State University.

We are Synergy Settlement Services

Let us handle the case after the case.

So you can focus on what you do best.

You take all the risk and fight hard for your clients. Yet even after you win, the fight isn’t over to make sure your client gets everything they are entitled to. It’s frustrating and costly.

At Synergy we tackle the case after the case, so you can focus on what you do best — fighting for the injured and helping more clients. We have a deep team of professionals experienced at maximizing and protecting the recovery. More than 1000 law firms and their clients in 50 states have trusted Synergy to deliver efficient and outstanding results.

Have confidence the injury victim will not only receive every penny they deserve but also have solutions to preserve and protect their recovery.

Synergy allows trial lawyers to focus on what they do best by handling the difficult issues at settlement such as lien resolution, Medicare compliance, public benefit preservation, settlement planning techniques, and tax deferral mechanisms for contingent legal fees. The combination of the services we provide and the strength of our professionals gives our clients a powerful partner.

Core Services

  • Lien resolution
  • Medicare compliance
  • Public benefit preservation
  • Settlement planning techniques
  • Group projects
  • Tax deferral mechanisms for contingent legal fees

Founder Bio

Marci Gordon

Marci Gordon | Director of Sales & Client Services

Marci Gordon is Director of Sales and Client Services at Synergy Settlement Services. Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, pooled trust solutions, settlement asset management services and structured settlements. Marci is honored to represent Synergy at national, state and local associations to support our clients’ interests across the country. Prior to working at Synergy, Marci was a top salesperson at both Novartis and Genzyme where she was able to use her pre-med/Biology degree to best service her doctors.

Jason Lazarus

Jason D. Lazarus, J.D., LL.M., CSSC, MSCC | Founder, CEO

Jason D. Lazarus, J.D., LL.M., CSSC, MSCC is the founder and Chief Executive Officer of Synergy Settlement Services. Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services, and structured settlements. He is also the managing partner and founder of the Special Needs Law Firm; a Florida law firm that provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance. Jason is an Amazon Best-Selling author and his book; Art of Settlement is a detailed guide for trial lawyers related to regulatory compliance when resolving catastrophic claims. His written work has been cited, as authoritative on Medicare compliance, by the Supreme Court of Florida and the United States Southern District of Florida. Mr. Lazarus received his B.A. from the University of Central Florida and his J.D. with high honors from Florida State University. He received his LLM in Elder Law with Distinction from Stetson University College of Law.

Dan Alvarez

Dan Alvarez | CBDO

Daniel J. Alvarez is a founding principal and Chief Business Development Officer of Synergy Settlement Services. Synergy allows trial lawyers to focus on what they do best by handling all the issues which arise at settlement such as lien resolution, Medicare compliance, public benefit preservation, and settlement planning techniques for protecting the recovery. Dan received his B.A. and J.D. with honors from Florida State University.

Resources