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  • schedule 60 minutes

Insurance Defense for New Attorneys: Preparing Initial Case Reports and Creating a Roadmap for the Case

Understanding Insurer's Litigation Philosophy, Identifying Strengths and Weaknesses, Developing Risk Mitigation Strategies

$147.00

This course is $0 with these passes:

CLE
ALL
PS
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Description

The initial case report to the insurer is the cornerstone upon which the entire case is built and is a critical aspect of insurance defense that new attorneys need to learn. Doing a thorough evaluation up front usually saves time and money.

Initial case reports identify the strengths and weaknesses of a case early to allow attorneys to assess the potential risks and challenges and then outline strategies to help mitigate those risks.

Preparing a useful initial case report involves a thorough evaluation of the facts, evidence, and legal considerations surrounding the case. It often involves setting out a timeline of investigation, considering dispositive motions, and planning discovery. The panel will discuss how to identify the most crucial facts, research efficiently, and how litigation strategy is developed.

Listen as this panel of experienced insurance defense counsel shows new attorneys how to create initial case reports that offer a realistic evaluation of the case and an appropriate litigation plan.

Presented By

Allison Ilene Janowitz
Senior Partner
Luks, Santaniello, Petrillo, Cohen & Peterfriend

Ms. Janowitz is a Senior Partner in the Fort Lauderdale office and co-chair of the Premises Liability practice group. 

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Janine Menendez-Aponte
Director, Strategic Mentoring and Training
Luks, Santaniello, Petrillo, Cohen & Peterfriend

Janine Menendez-Aponte, Esq., is the firm's Strategic Mentoring and Training Partner at Co-Chair of the Reptile and Deposotion Strategies practice group. She is also a member of the firm leadership committee focused on developing diversity and inclusion policies and strategies to attract, develop and retain a diverse workforce. 

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Credit Information

  • This 60-minute webinar is eligible in most states for 1.0 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Thursday, October 24, 2024

  • schedule

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

I. The importance of initial case report

II. Timing of the report

III. Style and tone of initial case report

IV. Understanding the insurer's litigation philosophy

V. Defending the company and an employee: evaluating conflicts

VI. Key components of initial case report

A. Facts

B. Law

C. Risk analysis

D. Identifying other responsible third parties

E. Developing a litigation plan that details the specific objectives defense counsel intends to achieve

The panel will address these and other key issues:

  • What do you do if there's insufficient information to create the report?
  • Can the insured see the report?
  • Can the defense counsel talk to the claims adjuster? What are the risks?
  • How can the plaintiff's attorney help the adjuster out pre-litigation and why?