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Custodial Account Service
  • Affiance Identification Card
  • Future injury related expenses validated
    and paid through account
  • All required maintenance, reports and CMS compliance provided for life of account
  • Toll free telephone support
  • $1950 set up fee
  • $ 750 annually with 3% COLA
Self Administration Option*
  • Detailed self-administration accounting instructions
  • Toll free telephone support
  • Workbook to track medical expenses paid from MSA
  • Review of workbook prior to submitting to CMS for compliance
  • $750

*In order to provide extra protection against Professional Liability exposure, Affiance Partners established the precedent when offering a Self Administration program for Medicare Set Asides.


  • Day to day supervision by a seasoned law firm with extensive experience in the custodial administration of Mass Tort Claims.
  • The availability of an Elder Law attorney for insight on any CMS Medicare issues that arise during the administration of the MSA
  • Practical experience in the resolution and administration of Mass Tort actions for easy transitions when all CMS liability requirements are implemented.
  • First company to offer Self Administration MSA
  • True flat fee pricing


Simply complete the Master Intake Sheet and forward to our office via fax, email or mail. To assist us with various information needed to complete our file, please be sure to include a copy of the Compromise and Release or Settlement Agreement with the intake form.

Once the funding of the MSA has been received, a confirmation email will be forwarded to let you know accordingly. This will enable us to keep you informed about your referral.


The funding check for the Custodial MSA should be made payable to:
"Client Name Medicare Set Aside".

Payments for Affiance to direct a Self Administered option should be made payable to: "Affiance Partners" and reference the client name.

Payments to Affiance for Administration of a Custodial MSA should be made payable to: "Affiance Partners" and reference the client name.