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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Insurance

Date & Time
  • event Date

    Tuesday, October 17, 2023

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

$297.00
CLE
ALL

This CLE course will discuss unique discovery requests that arise when a policyholder argues that its insurer's investigation and subsequent denial of its claim was arbitrary, capricious, and undertaken "in bad faith." The webinar will cover what information to request, how to request the information in written discovery in a way that makes boilerplate objections look frivolous, and how insurers can demonstrate that overly broad requests for materials related to other claims are improper.

Faculty

Marshall Gilinsky
Shareholder
Anderson Kill

Mr. Gilinsky is an experienced commercial litigator who applies his complex analysis skills with extensive experience in insurance coverage analysis and litigation and dispute resolution. His insurance coverage practice is focused on property insurance, commercial general liability insurance, directors' and officers' (D&O) insurance, captive insurance and reinsurance issues.

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Susan E. Dinneen
Founding Member
Strauss Massey Dinneen LLC

Ms. Dinneen concentrates her practice on the representation of insurers in bad faith litigation, catastrophe/mass tort defense, insurance fraud, and insurance coverage matters. She also has experience defending Jones Act and LHWCA claims. Ms. Dinneen is a frequent speaker on bad faith insurance topics.

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Alan P. Jacobus
Attorney
Alan P. Jacobus, Attorney at Law

Mr. Jacobus' practice over the past decade has largely centered on high risk, high value insurance coverage litigation, but he comes from a broad civil and commercial litigation and trial background. He has tried jury trials to verdict in CA, IL and LA. Several of his cases have resulted in written opinions in trial courts and courts of appeal, and he has argued appeals in both state and federal courts.

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Description

Bad faith lawsuits challenge the propriety of claim denial and the integrity of the claim denial process. Discovery of the right information and documents usually means the difference between winning and losing the case. Plaintiff's counsel must identify objectively unreasonable, reckless, and malicious conduct, evidence of which is generally deep inside ostensibly "confidential" or "privileged" files.

Defense counsel must limit the scope of the plaintiff's discovery and effectively manage document production to keep the focus on whether there was a reasonable basis for the denial of a plaintiff's claims. Defense counsel must also consider discovery that calls into question whether the plaintiff's conduct was objectively reasonable and/or whether the plaintiff was trying to set up the insurer for a bad faith claim.

Expert witnesses may be a viable option for a plaintiff to prove bad faith claims and defense counsel must be prepared to challenge the plaintiff's witness testimony. Both sides need to prepare to address the discoverability of information needed to support or defend punitive damages claims.

Bad faith claims may include battles over whether the work-product doctrine protects certain materials. Unique attorney-client privilege issues also arise, such as the joint client exception to the privilege and any implied waivers of the privilege during claim investigation.

Listen as our panel of authoritative practitioners provides its perspectives on the evolving state of the law and effective strategies for obtaining or defending discovery in bad faith insurance claims.

Outline

  1. Plaintiff perspective
    1. Identifying conduct giving rise to bad faith claim
    2. Identifying sources of documents, information, and testimony
  2. Defense perspective
    1. Limiting the scope of the plaintiff's discovery
    2. Identifying documents and testimony to refute claims
  3. Other relevant issues
    1. Attorney-client privilege
    2. Work product
    3. Punitive damages
    4. Expert witnesses

Benefits

The panel will review these and other key issues:

  • What is discoverable, and how can one limit or best manage discovery?
  • What role does the attorney-client privilege play in shielding disclosures?
  • Can the plaintiff use expert witnesses to prove the claim?
  • What are the limitations on an expert's testimony?
  • What are the cost issues to consider--and can cost-shifting be implemented?