Litigating Disability Insurance Claims

Thursday, January 26 to Friday, January 27, 2012

Flatotel, New York, NY

Robert K. Scott
Managing Partner
Law Offices of Robert K. Scott

Richard Kaplan, MD
Founding Partner
Uniontown Medical Rehabilitation, P.C.

Bryan D. Bolton
Funk & Bolton, P.A.

Bonny Rafel
Bonny G. Rafel, LLC

This intensive session will take you through the process of litigating a disability insurance claim, from the initial claim through to final resolution. This is a great opportunity to take all the information you’ve learned over the past two days and apply it under the guidance of highly-experienced litigators and medical professionals. Topics to be covered include:

• Why the determination as to whether the case falls within ERISA or not
is so important, and what aspects of the litigation it directly impacts
• Claimant side considerations:
o which cases to accept and which cases you should avoid
o what to disclose and what not to disclose when filing the initial claim
• Defense side considerations:
o Making the decision of including/excluding an IME during the claim
investigation
o key elements of an effective response
o completeness of administrative record
o reasons for any deficiencies in record
• Conducting a comprehensive investigation early in the case
o who you should interview
o documents and records: what you need to have and how to get them
• Preparing and drafting:
o retainer and fee agreements
o complaints, including summons complaints
o responses and/or answers to complaint
o motions for summary and other pre-trial motions
o disability claim appeal letter
• Understanding and strategically using the medical records in your case
• Use of surveillance
o When is surveillance valuable? not valuable?
o risks of utilizing video surveillance: when it can harm your case more
than it helps
• Utilizing disability experts: when is it necessary and cost-effective?
• When to settle and when to go to trial
• Effective courtroom tactics and strategies
This class is a great opportunity to get advanced, practical strategies directly
from top lawyers on the front lines – don’t miss it!

Brochure

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Location:
Flatotel
New York, NY