Agenda
- Jump to:
- At a Glance
- Day 1
- Day 2
- Add-Ons
Day 1 - Thursday, September 15, 2016
Day 2 - Friday, September 16, 2016
Post-Conference Workshop
POST-CONFERENCE WORKSHOP: Handling a Disability Case from Start to Finish: The Complete Guide
Sep 16, 2016 3:00pm – 5:00pm
Speakers
Robert K. Scott
Partner
Newmeyer & Dillion LLP
Nicole Y. Blohm
Partner
Meserve, Mumper & Hughes LLP
Daniel W. Maguire
Partner
Burke, Williams & Sorensen, LLP
Day 1 - Thursday, September 15, 2016
7:15 |
Continental Breakfast and Registration |
8:00 |
Co-Chairs’ Welcoming RemarksKristina B. Pett Robert K. Scott |
8:05 |
In-House Roundtable: Counsel and Claims Professional Insights on New Emerging Issues in Disability Insurance ClaimsMichael Parker Cesar R. Britos Bethany Flaherty Heather Russo Moderator:William H. Payne IV |
9:15 |
Disability Case Law Year in Review: What Are the High Courts Saying? Discussing and Analyzing the Key ERISA & Non-ERISA Case Law Developments from 2016 Including the Montanile Supreme Court Decision, and What They Mean for Your Practice in 2017Theodore F. Glockner William H. Payne IV This opening kick-off session will provide you with a comprehensive survey of the year’s most important federal circuit court decisions and highest state appellate court decisions involving disability claims. Follow along as counsel well versed in the new developments in case law over the past year engage you in an in-depth examination of the real-life impact of each case on ERISA and Non-ERISA disability practice. Participants will learn what these cases reveal about trends in disability litigation as well as recommendations for how in house counsel and practitioners can update their litigation strategies in response to recent developments going forward. Whether you are new to the practice of disability litigation or a senior practitioner in need of a refresher, you will find this session invaluable for getting up to speed on the latest cases, while maximizing your opportunity to engage in the advanced discussion that will be the hallmark of the main conference. Please note that the cases covered during this session will be updated to include all high profile cases resolved by September 2016. |
10:15 |
Morning Break |
10:25 |
Vocational Experts: Challenges and Difficulty in Finding Qualified and Newer Experts, Lack of Universal Standard for Qualifying Vocational Experts, Determining Occupational Demand and Suitability for Work, Assessment of Own Occupation, Any Occupation,Patricia Enriquez MA, CRC Ellen Rader Smith OTR, CVE, CPE Jason A. Newfield Esq. Dual Occupation
|
11:40 |
Effectively Approaching and Utilizing the IME’s Evaluation, Treating Physician’s Opinion, the FCE, Neuropsych Evaluations, Medical Records and MoreEvan S. Schwartz Henry G. Conroe MD Leo J. Shea III, Ph.D. The Latest IME and FCE Issues and Considerations
What Must Be Preserved and Produced Related to the Examinations
How to Establish the Credibility of Examinations
|
12:55 |
Networking Lunch for Speakers and Attendees |
1:55 |
Partial Disability v. Total Disability: How the Courts are Drawing the Line for Determining Different Levels of Disability and the Formula Used for Calculating PayoutsBonny G. Rafel Alicia Paulino-Grisham
|
2:55 |
Mental Disorders and Other Limited Conditions – Tackling the Challenges of Handling Mental/ Nervous Claims and Establishing Objective Proof of Subjective, “Non-Visible” DisordersMark I. Levy MD, DLFAPA Ronald Roberts Ph.D. Gregory P. McMahon Mental Illness and Mental/Nervous Limitations
Fibromyalgia, Chronic Fatigue Syndrome, Chronic Pain and Chronic Lyme Disease; and Self-Reported Symptoms Limitations
|
4:15 |
Afternoon Break |
4:25 |
The Dos and Don’ts of Social Media Use in Conducting a Disability Claim InvestigationBrian Landry Kristina B. Pett
|
5:25 |
Bad Faith Litigation: An Update on the Latest Trends Being Seen in Unreasonable Delay and Wrongful Denial Bad Faith Claims; Defining the Duty and Remedies; and Strategies for Developing the Bad Faith Case or DefenseRobert K. Scott
|
6:10 |
Conference Adjourns to Day Two |
Day 2 - Friday, September 16, 2016
7:30 |
Continental Breakfast |
8:00 |
View from the BenchHon. Anthony J. Mohr Hon. Viktor V. Pohorelsky Hon. Robert B. Collings Hon. Lorenzo F. Garcia Hon. James L. Robart Moderator:Pamela I. Atkins |
9:20 |
Break |
9:25 |
Litigating Strategies for Filing ERISA Case v. Filing Non ERISA Cases, Procedural Nuances in the Early Stages of Pleadings, Finding More Favorable Venues, and Transfer of VenueDaniel W. Maguire Eric L. Buchanan
|
10:10 |
Discovery in ERISA Cases as Discretionary Clauses are Slowly Fading Out and Insurers are Relying on De Novo Review, How the Amendments to the Federal Rules of Civil Procedure Will Impact Discovery, Administrative Review, and Proportionality IssuesNicole Y. Blohm David A. Bryant
|
10:55 |
The Evolving State of New Remedies and Equitable Relief Under ERISA 502(a)(3): The Latest Court Decisions Affecting the New Remedies Landscape, the Fallout from Rochow v. LINA, Strategies for Addressing 502(a)(3) Relief Claims, and MoreAnthony F. Shelley Richard N. Bien Michelle Roberts
|
11:50 |
Contractual Limitations Periods in the Post-Heimeshoff Era: A Circuit-by-Circuit Analysis of the Latest Relevant Court Decisions and Their ImplicationsDenise M. Clark Michael T. Grimes Esq.
|
12:35 |
Reviewing the Revised Disability Claims Regulation – How the DOL’s Changes Will Impact the LandscapeNoreen Fierro Bryan D. Bolton James A. Keller
|
1:30 |
Preserving Attorney-Client Privilege During Disability Claim Handling (.5 Ethics Credit)Joseph M. Hamilton
|
2:00 |
Conferences Ends; Lunch for Post-Conference Workshop Speakers and Attendees |
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