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Overview
Sample Forms, Checklists, and Pointers to Boost Your Practice
Whether you are new to plaintiff's personal injury practice or are simply seeking new resources and insights, this program is for you! This online seminar is chock-full of sample forms, checklists, and practice pointers to walk you from client intake all the way through the days leading up to trial. Come away with investigation checklists, medical records review cheat sheets, demand letters, pleadings, discovery requests, and more to help you be thorough, save time, and guide your efforts in propelling the case toward a successful resolution. Don't miss this opportunity to build or supplement your practice forms and resources - register today!
- Use questionnaires and investigation checklists to uncover critical information and avoid being blindsided by surprises.
- Hasten your medical discovery efforts with HIPAA release forms, key terms/codes cheat sheets, and review checklists.
- Glean practical insights on wording your demand letters for stronger impact.
- Learn how to draft clear, concrete, and well-organized pleadings.
- Get checklists and sample communications to find, reduce, and resolve liens on the settlement.
- Utilize sample discovery requests to get the evidence you need heading into settlement or trial.
- Know exactly what you need to be doing in the days leading up to the big day in court.
This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Robert Kasieta.
Abbreviated Agenda
- Client Intake and Investigation Resources: Find What You Need and Fast
- Medical Records Cheat Sheets and Checklists
- Demand Letters and Settlement Agreements: Use the Right Language
- Pleadings: How to Make or Break a Case (With Examples)
- Lien Checklists, Communications, and Reduction Letters
- Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts
- Trial Preparation Checklist and Notebooks
- Trial Preparation Checklist and Notebooks - Continued
- Legal Ethics: Forestall Issues With Proper Documentation
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Florida CLE |
|
7 Total | 10-31-2027 |
Select Jurisdiction
CLE
Agenda
-
Client Intake and Investigation Resources: Find What You Need and Fast
- Client Intake Questionnaire
- Pre-Suit Investigation Checklist: What You Can and Should Find Out Before a Claim
- Documents to Request From Your Client and Review
- Go-to Website Links for Legal Research and Investigation
- Essential Readings and Resources for Every Personal Injury Lawyer
-
Medical Records Cheat Sheets and Checklists
- Medical Records/HIPAA Release Form
- Key Terms, Acronyms, Codes Cheat Sheet
- Medical Record Review Checklists
- Review of Example Summaries/Chronologies
- Medical Expert Reports: What to Know
-
Demand Letters and Settlement Agreements: Use the Right Language
- Sample Notice
- Drafting Effective Demand Letters
- "Buzzwords" to Trigger Coverage and Drive Higher Reserves and Claim Valuations
- Sample Settlement Agreement and Release Language
-
Pleadings: How to Make or Break a Case (With Examples)
-
Lien Checklists, Communications, and Reduction Letters
-
Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts
- Model Discovery Requests (Interrogatories, Requests for Production, Requests for Admission)
- Complete Deposition Checklist
- Notice of Subpoena
- Deposition Outlines and Sample Questions
- 3 Important Considerations for Defense Medical Examinations
- Subpoenas for Documents
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Trial Preparation Checklist and Notebooks
-
Trial Preparation Checklist and Notebooks - Continued
-
Legal Ethics: Forestall Issues With Proper Documentation
- Fee Agreements
- Conflict Checks and Waivers
- Client Funds: Ensuring Proper Handling and Documentation
- Ethically Terminating the Lawyer-Client Relationship
Who Should Attend
This basic level online seminar is filled with forms and pointers to help launch the practices of plaintiff's personal injury lawyers. Paralegals may also benefit.
Speakers
Speaker bio
Kevin T. Knight
is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.
Speaker bio
Spencer M. Aronfeld
is a board-certified civil trial lawyer and the founder of Aronfeld Trial Lawyers, a Miami-based firm he established in 1991 after graduating cum laude from the University of Miami School of Law. Known for his work in personal injury and maritime law, Aronfeld has built a national reputation representing individuals against major corporations, including cruise lines and large manufacturers, and has achieved notable courtroom successes, including a widely recognized jury verdict against Walt Disney World. He is board certified by both the Florida Bar and the National Board of Trial Advocacy, a distinction reflecting extensive trial experience and professional excellence. Aronfeld is also a frequent legal commentator featured on national media, a lecturer to lawyers and law students, and the founder of Lawyers to the Rescue, a nonprofit providing humanitarian and legal aid. He has been repeatedly named a Florida Super Lawyer and recognized as one of the “20 Most Intriguing Floridians,” underscoring both his legal achievements and community impact.
Speaker bio
Cosme Caballero
is a partner with Deutsch Blumberg & Caballero P.A., where he primarily practices insurance, premise liability and personal injury law. He is admitted to practice in Florida and before the U.S. District Court for the Southern District of Florida and the Eleventh Circuit Court of Appeals. Mr. Caballero is a member of the Dade County Bar Association, The Florida Bar (Grievance Committee Member for the 11th Judicial Circuit), and the American Association for Justice. He earned his B.A. degree from Florida International University; his M.F.A. degree from the University of Florida; and his J.D. degree, magna cum laude, from the University of Miami School of Law.
Speaker bio
Robert (Beau) E. Blumberg
is a partner with the trial law firm of Deutsch, Blumberg & Caballero P.A., where he practices personal injury, medical malpractice, and product liability law. Mr. Blumberg is admitted to practice in Florida and before the United States District Court for the Southern and Middle districts of Florida. He is a member of The Florida Bar (member, Rules of General Practice and Judicial Administration Committee 2017- 2023; member, Code & Rules of Evidence Committee 2023-2026 (vice-chair 2025-2026); chair, Standing Committee on Technology 2021- 2022; and Grievance Committee "A" member, 2020- 2023), appointed to the Florida Courts Technology Commission by the Florida Supreme Court 2022-2024; Miami-Dade Bar (MDB) Board of Directors 2022-2024, MDB treasurer 2024-2025, MDB secretary 2025-2026, Board of Directors of the Young Lawyers Section of the MDB (2020-2024) and president of the MDB YLS (2023-2024); and Appointed to the Florida Bar Young Lawyer's Division Board of Governors 2025-2026. Mr. Blumberg earned his B.A. degree from the College of William and Mary and his J.D. degree from the William and Mary School of Law.
Speaker bio
Trisha S. Widowfield, Esq.
is a partner in the Fort Lauderdale office of Osborne, Francis & Pettis, PLLC. Ms. Widowfield handles complex civil litigation matters, focusing her practice in the areas of medical malpractice and catastrophic personal injury. She has extensive experience across the State of Florida representing individuals and families. In September 2021, Ms. Widowfield served as trial co-counsel, winning a $6.46M verdict for a client, the largest wrongful death medical malpractice jury verdict ever reported in Volusia County, Florida history. Earlier in her career, she spent a decade defending hospitals and nurses in malpractice litigation, giving her a unique perspective on both sides of these cases, and she previously worked as a claims adjuster with USAA and Gallagher Bassett. Ms. Widowfield is also an active leader in the legal community, serving as vice president of Ms. Esquire and frequently speaking and writing on professional empowerment and leadership. She is admitted to practice in Florida and before the U.S. District courts for the Northern, Southern, and Middle districts of Florida. Ms. Widowfield earned her J.D. degree, cum laude, from the University of Miami School of Law and her B.S. degree from Kent State University.
Speaker bio
Dawn Maselli
is an attorney with BLS Law Associates & Bruce L. Scheiner, where she has prepared for and attended multiple trials. She is admitted to practice in Florida. Ms. Maselli is a member of the Florida Justice Association, a Board Member of the SWFL Trial Lawyers Associations, and Vice President of the Lee County Bar. She earned her B.S. degree, magna cum laude, from Florida Gulf Coast University and her J.D. degree from the Ave Maria School of Law.
Speaker bio
Adam C. Finkel
is a partner with The Haggard Law Firm with extensive experience working with persons catastrophically injured due to corporate negligence, as well as families who have lost loved ones.Before joining The Haggard Law Firm, Finkel was a trial attorney at Mase, Mebane & Briggs practicing in the areas of admiralty and maritime law, where he handled matters involving sexual assaults, death, and injuries onboard cruise ships. Having represented many of the major cruise line companies in personal injury and wrongful death matters, Finkel gained an in-depth look into how corporations defend themselves in Court. Despite experiencing much success for his clients, Finkel quickly realized representing the corporate cruise lines was not for him. Wanting his skill and efforts to be a powerful tool for victims, Finkel joined The Haggard Law Firm. Now with The Haggard Law Firm, Finkel is on the right side of justice. Before entering private practice, he spent six years with the Miami-Dade County State Attorney’s Office. He was a member of the Gang Unit and was asked by the State Attorney to serve in the county’s specialized Gun Violence Unit, as the lead prosecuting attorney. To investigate crime and prepare for trial, Finkel worked closely with local law enforcement, as well as Federal agencies such as the Federal Bureau of Investigation (FBI). He obtained many verdicts against some of the county’s most heinous gang members. This experience drove him to work in the community to help troubled youths better their future and enroll in college. In this effort to positively impact the community, Finkel’s passion for representing victims was solidified, and why he continues to work tirelessly for victims of crime. He has secured over $100 Million in settlements for his clients.
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