January 2008
2008 Preventing Legal Malpractice
Agenda:
Insurance Coverage: What's in your policy? Part I - The Policy Basics
- The Insurance Application
- Claims-Made Policies
- The Parts of Your Policy
- The Declarations Page
- The Insuring Agreement
- The Exclusions, Conditions, and Endorsements
Underwriting
- Overview of the Lawyers Professional Liability Application & Process
- Underwriter's Considerations in the Process
- Factors a Firm Should Consider
Insurance Coverage: What's in Your Policy? Part II - Choosing the Right Coverage
- Liability Limits
- The Deductible & Defense Costs
- Policy Coverage Provisions: Professional Legal Services, Insureds, Claims-Made Policies
- Notice of Loss: Incidents and Claims
- Prior Ats, Retroactive Dates, and Tail Coverage
- Leaving a Firm: Going Solo or Lateral Hire
- Practical Considerations for Retiring or Part-time Lawyers
- Firm Dissolution
Risk Management & The New Ethics Rules
- C.R.P.C. 265
- What is Risk Management?
- Alternative Lawyer Relationships
- Ten Commandments to Promote Effective Communication with Your Client & Avoid Malpractice
Life Cycle of a Malpractice Case: The Perspective of the Insured
MODERATORS & PROGRAM CHAIRS
John Palmeri, Esq., Gordon & Rees
Gerald Pratt, Esq., McConaughty & Sarkissian PC
FACULTY
Lucy A. Aiello, Director of Underwriting, Lawyers Professional Liability, CNA Insurance Company
Chris Buckman, Vice President, Marsh Affinity Group Services
Carolyn Fairless, Esq., Wheeler Trigg Kennedy
Franz Hardy, Esq., Gordon & Rees
Robert T. Hinds, Jr., Esq., Robert T. Hinds, & Associates, PC
Bradley A. Levin, Esq., Roberts Levin & Rosenberg PC
Christopher B. Little, Esq., Montgomery Little Soran Murray & Kuhn PC
David C. Little, Esq., Montgomery Little Soran Murray & Kuhn PC
Michael T. McConnell, Esq., McConnell Siderius Fleishner Houghtaling & Craigmile LLC
John Palmeri, Esq., Gordon & Rees
Troy Rackham, Esq., McConnell Siderius Fleischner Houghtaling & Craigmile LLC
Michael J. Rosenberg, Esq., Roberts Levin & Rosenberg, PC