Agenda
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Day 1 - Wednesday, February 1, 2017
Day 2 - Thursday, February 2, 2017
Post-Conference Workshop
Handling a Disability Case from Start to Finish: The Complete Guide
Feb 2, 2017 2:15pm – 4:15pm
Speakers
Robert K. Scott
Law Offices of Robert K. Scott
Kristina B. Pett
Edison, McDowell & Hetherington LLP
Day 1 - Wednesday, February 1, 2017
7:15 |
Continental Breakfast and Registration |
7:55 |
Co-Chairs’ Welcoming RemarksRobert K. Scott Nicole Y. Blohm |
8:00 |
VIEW FROM THE BENCHHon. Fernando J. Gaitan Jr. Hon. Viktor V. Pohorelsky Hon. Lorenzo F. Garcia Hon. Mildred E. Methvin Hon. Richard S. Schmidt Moderator:Pamela I. Atkins |
9:35 |
Morning Break |
9:45 |
Disability Case Law Year in Review: What Are the Courts Saying? Discussing and Analyzing the Key ERISA & Non-ERISA Case Law Developments Including the Montanile and Wurtz decisions, and What They Mean for Your Practice in 2017 and BeyondJohn J. Myers Denise M. Clark Blaire Bruns Johnson
|
10:50 |
The Dos and Don’ts of Social Media Use in Conducting a Disability Claim InvestigationFrank N. Darras Gregory P. McMahon
|
11:50 |
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 IssuesJennifer M. Danish Jason A. Newfield Ronald K. Alberts
|
12:50 |
Networking Lunch for Speakers and Attendees |
1:50 |
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 Michelle Roberts
|
2:40 |
Contractual Limitations Periods in the Post-Heimeshoff Era: A Circuit-by-Circuit Analysis of the Latest Relevant Court Decisions and Their ImplicationJulie F. Wall Nikole M. Crow
|
3:30 |
Penalties For Failing to Provide Plan Documents Under ERISA Section 502(c)Eric L. Buchanan Daniel W. Maguire
|
4:20 |
Afternoon Break |
4:30 |
Partial Disability v. Total Disability: How the Courts are Drawing the Line for Determining Different Levels of Disability and the Formula Used for Calculating PayoutsJoseph M. Hamilton Bryan D. Bolton Alicia Paulino-Grisham
|
5:30 |
ETHICS: Preserving Attorney-Client Privilege During Disability Claim Handling (.5 Ethics Credit)Nicole Y. Blohm John E. Meagher
|
6:30 |
Conference Adjourns to Day Two |
Day 2 - Thursday, February 2, 2017
7:30 |
Continental Breakfast |
8:00 |
IN-HOUSE THINK TANK: Counsel and Claims Professional Perspectives on New and Emerging Issues in Disability Insurance ClaimsCatherine Gallo Brian Landry Noreen M. Fierro Julie K. Bolt Moderator:Kristina B. Pett |
9:20 |
Morning Break |
9:30 |
Effectively Approaching and Utilizing the IME’s Evaluation, Treating Physician’s Opinion, the FCE, Neuropsych Evaluations, Medical Records and MoreLeo J. Shea III, Ph.D. Henry G. Conroe MD
|
10:45 |
Subjective Claims and Constellations of Medical Issues –Tackling the Challenges of Handling Mental/ Nervous Claims and Establishing Objective Proof of Subjective, “Non-Visible” DisordersRonald Roberts Ph.D. Mark I. Levy, MD, DLFAPA Patricia Enriquez, MA, CRC Mental Illness and Mental/Nervous Limitations
Fibromyalgia, Chronic Fatigue Syndrome, Chronic Pain and Chronic Lyme Disease; and Self-Reported Symptoms Limitations
|
12:15 |
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, Dual OccupationEllen Rader Smith, MA, OTR, CVE, CPE
|
1:10 |
Conferences Ends; Lunch for Post-Conference Workshop Speakers and Attendees |
Handling a Disability Case from Start to Finish: The Complete Guide
Robert K. Scott
Law Offices of Robert K. Scott
Kristina B. Pett
Edison, McDowell & Hetherington LLP
What is it about?
(Registration begins at 2:00 pm; separate registration required) This comprehensive session will introduce you to individual disability and ERISA litigation and teach you everything you need to know from start to finish about the fundamentals of handling disability insurance cases. Whether you are new to the area, have only limited experience, or just want a comprehensive refresher, this session will enable you to get the most out of the two conference days that follows. 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
- Defense strategies
- Conducting a thorough investigation early on in your case
- Preparing and drafting:
- Understanding and strategically using the medicals in your case
- Effective courtroom tactics and strategies