12TH NATIONAL ADVANCED FORUM ON

LITIGATING DISABILITY INSURANCE CLAIMS

Monday, June 15, 2009

About

American Conference Institute’s 12th National Advanced Forum on Litigating Disability and ERISA Claims is the only industry event to cater to defense counsel, insurance and reinsurance attorneys, plaintiffs’ attorneys, and claims managers, has created this conference to provide the most up-to-date information on today's most pressing and contentious issues in the disability law arena. The program has been completely revised to present the most practical strategies and techniques to use on your next disability case.

Once again, this conference brought together leading litigators, medical experts, and other industry experts from across the country to offer you their perspectives and insights on key issues. A stellar faculty of top medical experts, leading claimant and defense attorneys, and senior insurance company representatives from across the country will provide you with all the information you need to prevail in your next disability case—from the initial evaluation through settlement or trial. If you are involved in the disability insurance industry, this unique, annual event is one you will not want to miss.

 

Contents & Contributors

About

American Conference Institute’s 12th National Advanced Forum on Litigating Disability and ERISA Claims is the only industry event to cater to defense counsel, insurance and reinsurance attorneys, plaintiffs’ attorneys, and claims managers, has created this conference to provide the most up-to-date information on today's most pressing and contentious issues in the disability law arena. The program has been completely revised to present the most practical strategies and techniques to use on your next disability case.

Once again, this conference brought together leading litigators, medical experts, and other industry experts from across the country to offer you their perspectives and insights on key issues. A stellar faculty of top medical experts, leading claimant and defense attorneys, and senior insurance company representatives from across the country will provide you with all the information you need to prevail in your next disability case—from the initial evaluation through settlement or trial. If you are involved in the disability insurance industry, this unique, annual event is one you will not want to miss.

 

Contents & Contributors

2009 Mid-Year Update: Emerging Trends and the Latest Changes and Developments in the Disability and ERISA Arena
Robert J. McKennon, Partner, Barger & Wolen, LLP (Newport Beach, CA)
Len Giusti, Director and Corporate Counsel, Prudential Insurance Company of America (Roseland, NJ)

IMEs, FCEs, and Medical and Vocational Experts: Interpreting and Utilizing Testimony and Exam Results to Prove or Refute Claimed Disability

Philip Howe, Partner, Lecomte, Emanuelson and Doyle (Quincy, MA)
Bonny G. Rafel, Attorney, Bonny G. Rafel, LLC (Livingston, NJ)
Ronald H. Roberts, PhD, ABPP, Forensic Neuropsychologist, Forensic Psychiatric Associates Medical Corporation (San Francisco, CA)
Mark Levy, MD, Medical Director, Forensic Psychiatric Associates Medical Corporation (Mill Valley, CA)

Subjective Disorders: Proving/Disproving the Elements in a Period of Increased Claims
Bradley Pinta, Partner, Law Offices of Pinta & Schwartzberg, LLP (Quincy, MA)
Edward S. Rooney, Jr., Member, Eckert Seamans Cherin & Mellott, LLC (Boston, MA)
Ronald H. Roberts, PhD, ABPP, Forensic Neuropsychologist, Forensic Psychiatric Associates Medical Corporation (San Francisco, CA)
Mark Levy, MD, Medical Director, Forensic Psychiatric Associates Medical Corporation (Mill Valley, CA)

The Impact of MetLife v. Glenn on the Standard of Review and Discovery
Edna S. Bailey, Senior Assocaite, Wilson Elser Moskowitz Edelman & Dicker, LLP (Chicago, IL)
Scott M. Riemer, Partner, Riemer & Associates, LLC (New York, NY)

A Circuit-by-Circuit Analysis of MetLife v. Glenn Interpretations and How to Adapt Your Litigation Strategies in Response
Michael H. Bernstein, Partner, Sedgwick, Detert, Moran & Arnold LLP (New York, NY)
Jason Newfield, Partner, Frankel & Newfield, P.C. (Garden City, NY)

Obtaining Attorney Fees under ERISA
Elizabeth J. Bondurant, Partner, Smith Moore Leatherwood LLP (Atlanta, GA)

Policy Interpretation: Ensuring Factual and Legal Support for Your Definitions’of Policy Language
Peter Jason, Partner, Duane Morris LLP (Philadelphia, PA)
Richard Quadrino, Founding Partner, Law Offices of Quadrino & Schwartz (Garden City, NY)
Wesley R. Payne, IV, Partner, White and Williams LLP (Philadelphia, PA)

A View From the Bench
Moderator:
Pamela I. Atkins
, Attorney, Atkins & Associates, Attorneys-At-Law, LLC (Atlanta, GA)



DOCUMENT TYPES: PPT PDF PRESENTATIONS AVAILABLE: 19

9:30
Conference Registration
10:00
Co-Chairs' Opening Remarks
- Mr. Robert Scott

Law Offices of Robert K. Scott
Mr. Robert J. McKennon
Partner
Barger & Wolen‚ LLP
10:10
2009 Mid-Year Update: Emerging Trends and the Latest Changes and Developments in the Disability and ERISA Arena
Mr. Robert J. McKennon
Partner
Barger & Wolen‚ LLP
1 file
Disability/ERISA Litigation Insurance Law Update for 2009
1.5 MB 70 pages Presentation
PPT - Disability/ERISALitigation Insurance LawUpdate for 2009
Mr. Len Giusti
Director and Corporate Counsel
Prudential Insurance Company of America
1 file
Disability/ERISA Litigation Insurance Law Update for 2009
1.5 MB 70 pages Presentation
PPT - Disability/ERISALitigation Insurance LawUpdate for 2009
10:50
IMEs‚ FCEs‚ and Medical and Vocational Experts: Interpreting and Utilizing Testimony and Exam Results to Prove or Refute Claimed Disability
Mr. Philip Howe
Of Counsel
Lecomte‚ Emanuelson and Doyle
1 file
Claims
541.1 KB 30 pages Presentation
PDF - Claims
Bonny G. Rafel
Attorney
Bonny G. Rafel LLC
1 file
Bonny G. Rafel, LLC A Voice for the Disabled ® Disabilitycounsel.com; newjerseydisabilitylawyerblog.com 1 IMEs, FCEs and Medical and Vocational Experts: Interpreting and Utilizing Testimony
129.2 KB 30 pages Presentation
PDF - Bonny G. Rafel, LLC A Voice for the Disabled ® Disabilitycounsel.com; newjerseydisabilitylawyerblog.com 1 IMEs, FCEs and Medical and Vocational Experts: Interpreting and Utilizing Testimony
Dr. Ronald H. Roberts
Forensic Neuropsychologist
Forensic Psychiatric Associates Medical Corporation
1 file
Subjective Disorders: Proving & Disproving the Elements in a Period of Increased Claims
718.5 KB 48 pages Presentation
PPT - Subjective Disorders: Proving & Disproving the Elements in a Period of Increased Claims
Dr. Mark I. Levy
Medical Director, Assistant Clinical Professor Psychiatry
UCSF
2 files
Subjective Disorders: Proving & Disproving the Elements in a Period of Increased Claims
718.5 KB 48 pages Presentation
PPT - Subjective Disorders: Proving & Disproving the Elements in a Period of Increased Claims
Psychiatric drugs target CNS-linked symptoms
623.2 KB 20 pages Presentation
PDF - Psychiatric drugs target CNS-linked symptoms
11:55
Subjective Disorders: Proving/Disproving the Elements in a Period of Increased Claims
Mr. Bradley Pinta
Partner
Law Offices of Pinta & Schwartzberg‚ LLP
Mr. Edward S. Rooney
Member
Eckert Seaman Cherin & Mellott‚ LLC
1 file
SUBJECTIVE DISORDERS: Proving/Disproving the Elements in a Period of Increased Claims
145 KB 22 pages Presentation
PPT - SUBJECTIVE DISORDERS:  Proving/Disproving the Elements in a Period of Increased Claims
Dr. Ronald H. Roberts
Forensic Neuropsychologist
Forensic Psychiatric Associates Medical Corporation
1 file
Subjective Disorders: Proving & Disproving the Elements in a Period of Increased Claims
718.5 KB 48 pages Presentation
PPT - Subjective Disorders: Proving & Disproving the Elements in a Period of Increased Claims
Dr. Mark I. Levy
Medical Director, Assistant Clinical Professor Psychiatry
UCSF
3 files
Are you ready?
466 KB 20 pages Presentation
PDF - Are you ready?
The “Eggshell Plaintiff” Revisited: Causation of Mental Damages in Civil Litigation
126.1 KB 20 pages Presentation
PDF - The “Eggshell Plaintiff” Revisited: Causation of Mental Damages in Civil Litigation
Specialty Guidelines for Forensic Psychologists’
78 KB 20 pages Presentation
PDF - Specialty Guidelines for Forensic Psychologists’
13:00
Networking Luncheon for Attendees and Speakers
14:10
The Impact of MetLife v. Glenn on the Standard of Review and Discovery
Ms. Edna S. Bailey
Partner
Wilson Elser Moskowitz Edelman & Dicker‚ LLP
1 file
Metropolitan Life Ins. Co. v. Glenn – Standard of Review, Discovery and Contract Interpretation
692 KB 61 pages Presentation
PPT - Metropolitan Life Ins. Co. v. Glenn – Standard of Review, Discovery and Contract Interpretation
Mr. Scott M. Riemer
Partner
Riemer & Associates LLC
1 file
Metropolitan Life Ins. Co. v. Glenn – Standard of Review, Discovery and Contract Interpretation
692 KB 61 pages Presentation
PPT - Metropolitan Life Ins. Co. v. Glenn – Standard of Review, Discovery and Contract Interpretation
15:10
Refreshment Break
15:20
A Circuit-by-Circuit Analysis of MetLife v. Glenn Interpretations and How to Adapt Your Litigation Strategies in Response
Mr. Michael H. Bernstein
Partner
Sedgwick LLP
1 file
Payors Plans & Managed Care
646.2 KB 10 pages Presentation
PDF - Payors Plans & Managed Care
Mr. Lee W. Marcus
Founding Member
Marcus & Myers, P.A.
Jason A. Newfield
Founding Partner
Frankel & Newfield P.C.
1 file
LITIGATING DISABILITY INSURANCE CLAIMS
73.2 KB 30 pages Presentation
PDF - LITIGATING DISABILITY INSURANCE CLAIMS
16:25
Obtaining Attorney Fees under ERISA
-Ms. Elizabeth J. Bondurant

Smith Moore Leatherwood LLP
2 files
Plan Sponsor and Service Providers
578 KB 10 pages Presentation
PPT - Plan Sponsor and Service Providers
Attorney’s Fees under ERISA
1.2 MB 14 pages Presentation
PPT - Attorney’s Fees under ERISA
16:55
Policy Interpretation: Ensuring Factual and Legal Support for Your Definitions'of Policy Language
Mr. Peter Jason
Partner
Duane Morris‚ LLP
1 file
Disability Insurance Policy Interpretation
681.5 KB 21 pages Presentation
PPT - Disability Insurance Policy Interpretation
Mr. Richard Quadrino
Founding Partner
Law Offices of Quadrino & Schwarts
1 file
Broadcom v. Qualcomm
1.2 MB 34 pages Presentation
PPT - Broadcom v. Qualcomm
Wesley R. Payne, IV
Partner
White & Williams LLP
2 files
POLICY INTERPRETATION: ENSURING FACTUAL AND LEGAL SUPPORT FOR YOUR DEFINITIONS’ OF POLICY LANGUAGE
140.7 KB 30 pages Presentation
PDF - POLICY INTERPRETATION: ENSURING FACTUAL AND LEGAL SUPPORT FOR YOUR DEFINITIONS’ OF POLICY LANGUAGE
United States District Court,
224.6 KB 30 pages Presentation
PDF - United States District Court,
17:55
Conference Adjourns for the Day
7:30
Continental Breakfast
8:00
A View From the Bench
The Hon. Edward Prado
U.S. District Court Judge
U.S. Court of Appeals‚ Fifth Circuit
1 file
VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
69.5 KB 15 pages Presentation
PPT - VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
-The Hon. Timothy C. Batten‚ Sr.
U.S. District Court Judge
U.S. District Court for the Northern District of Georgia
1 file
VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
69.5 KB 15 pages Presentation
PPT - VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
Hon. James G. Carr

U.S. Dist. Ct., N.D. Ohio
1 file
VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
69.5 KB 15 pages Presentation
PPT - VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
The Hon. Harold Baer‚ Jr.
U.S. District Court Judge
U.S. District Court‚ Southern District of New York
1 file
VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
69.5 KB 15 pages Presentation
PPT - VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
Hon. Warren W. Eginton

U.S. Dist Ct., D. Conn.
1 file
VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
69.5 KB 15 pages Presentation
PPT - VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
The Honorable Susan D. Wigenton
U.S. District Court Judge
U.S. District Court‚ District of New Jersey
1 file
VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
69.5 KB 15 pages Presentation
PPT - VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
- Pamela I. Atkins
Partner
Atkins & Associates. Attorneys-at-Law‚ LLC
1 file
VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
69.5 KB 15 pages Presentation
PPT - VIEW FROM THE BENCH: FEDERAL JUDGE’S DIALOGUE
9:45
Coffee Break
10:00
In-House Counsel Roundtable on Preventing‚ Managing‚ and Reducing Costs Associated With Disability Claims Litigation
Mr. Cesar R. Britos
Assistant Vice Preseident & Senior Counsel
Unum
Theodore F. Glockner
Counsel, Law Department
The Guardian Life Insurance Company of America
Mr. Patrick W. Begos
Founding Partner
Begos Horgan & Brown LLP
11:20
Settling and Mediating Disability Claims: Achieving an Appropriate and Cost-Effective Resolution for Your Client
Ms. Mala Rafik
Managing Partner
Rosenfeld Rafik & Sullivan, P.C.
Mr. Mark E. Schmidtke
Shareholder
Ogletree‚ Deakins‚ Nash‚ Smoak & Stewart‚ P.C.
Mr. Alan R. Fridkin
Hearing Officer
National Arbitration & Mediation‚ Inc.
12:40
Main Conference Ends - Lunch for Workshop B Participants