IL Specific

Personal Injury & Negligence

Illinois Plaintiff's Personal Injury Starter Pack: A Forms and Checklists Guide

Credits Available
Credit Status Total
Illinois CLE Approved 6 Total
Missouri CLE Approved 6 Total
OnDemand
5 hours 55 minutes
Timothy Keiser
Timothy Heath
William Moran
Robert Kezelis
With Timothy J. Keiser from GWC Injury Lawyers LLC + 3 others
Recorded June 25, 2024.
Product ID 98343

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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, 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.
  • 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 2023-2024 Content Advisory Committee Member Robert Kasieta.

Abbreviated Agenda

  1. Client Intake and Investigation Resources: Find What You Need and Fast
  2. Medical Records Cheat Sheets and Checklists
  3. Pleadings: How to Make or Break a Case (With Examples)
  4. Lien Checklists, Communications, and Reduction Letters
  5. Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts
  6. Trial Preparation Checklist and Notebooks
  7. Legal Ethics: Forestall Issues With Proper Documentation

Related Topics

Product ID 98343

Credit Details

Credits Available
Credit Status Total
Illinois CLE Approved 6 Total
Missouri CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Client Intake and Investigation Resources: Find What You Need and Fast

    1. Client Intake Questionnaire
    2. Pre-Suit Investigation Checklist: What You Can and Should Find Out Before a Claim
    3. Documents to Request From Your Client and Review
    4. Go-to Website Links for Legal Research and Investigation
    5. Essential Readings and Resources for Every Personal Injury Lawyer

  2. Medical Records Cheat Sheets and Checklists

    1. Medical Records/HIPAA Release Form
    2. Key Terms, Acronyms, Codes Cheat Sheet
    3. Medical Record Review Checklists
    4. Review of Example Summaries/Chronologies
    5. Medical Expert Reports: What to Know

  3. Pleadings: How to Make or Break a Case (With Examples)

  4. Lien Checklists, Communications, and Reduction Letters

  5. Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts

    1. Model Discovery Requests (Interrogatories, Requests for Production, Requests for Admission)
    2. Complete Deposition Checklist
    3. Notice of Subpoena
    4. Deposition Outlines and Sample Questions
    5. 3 Important Considerations for Defense Medical Examinations
    6. Subpoenas for Documents

  6. Trial Preparation Checklist and Notebooks

  7. Legal Ethics: Forestall Issues With Proper Documentation

    1. Engagement Letters and Fee Agreements
    2. Conflict Checks and Waivers
    3. Client Funds: Ensuring Proper Handling and Documentation
    4. 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

Timothy J Keiser
Timothy J.
Keiser
GWC Injury Lawyers LLC
Timothy W Heath
Timothy W.
Heath
Heath & Heath, P.C.
William F Moran III
William F.
Moran, III
Stratton, Giganit, Stone, Moran & Radkey
Robert A Kezelis
Robert A.
Kezelis
Law Offices of Robert A. Kezelis
Speaker bio
Timothy J Keiser

Timothy J. Keiser

GWC Injury Lawyers LLC
Timothy Keiser

is a trial attorney with GWC Injury Lawyers LLC. His primary areas of practice are toxic tort litigation, construction negligence, civil rights actions, and other complex litigation matters. Mr. Keiser earned his B.B.S. degree from Ohio University's College of Business and his J.D. degree from DePaul University School of Law. He is admitted to practice in the Supreme Court of Illinois and the United States District Court, Northern District of Illinois.

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Speaker bio
Timothy W Heath

Timothy W. Heath

Heath & Heath, P.C.
Timothy Heath

is a shareholder of Heath & Heath, P.C., where he focuses his practice on personal injury claims. He handles cases that involve the following matters: simple negligence, car accidents, medical malpractice, product liability, machinery accidents, catastrophic injuries, dog bites, nursing home abuse and neglect, premises liability, wrongful death, the Federal Employers Liability Act, emotional distress, child injuries, truck accidents and motorcycle accidents. Mr. Heath is a member of Illinois State Bar Association, the Illinois Trial Lawyers Association and the DuPage County Bar Association. He has been selected as a SuperLawyer 2009-2023; Leading Lawyers in Illinois; Top Attorneys in Illinois and Top 10 Personal Injury Lawyer, as well as Cook County Jury Verdict Award for highest verdict for the death of a baby. He also has the Cook County Jury Verdict Award for highest verdict for organ transplant case. Mr. Heath received his B.A. degree from the University of Illinois at Urbana-Champaign and earned his J.D. degree from Loyola University Chicago Law School.

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Speaker bio
William F Moran III

William F. Moran, III

Stratton, Giganit, Stone, Moran & Radkey
William Moran

is a partner with Stratton, Giganit, Stone and Moran & Radkey where he practices in the areas of administrative law, civil and criminal litigation, appeals, family law, general practice, criminal law, and professional liability. He earned his B.S. and J.D. degrees from Southern Illinois University. Mr. Moran is admitted to practice in Illinois; U.S. District Court, Central District of Illinois; U.S. Supreme Court; and the U.S. Court of Appeals, Seventh Circuit.

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Speaker bio
Robert A Kezelis

Robert A. Kezelis

Law Offices of Robert A. Kezelis
Robert Kezelis

is a sole practitioner in Palos Heights, Illinois, where he practices in the areas of civil litigation, family law and complex litigation. He is a former adjunct professor at John Marshall Law School. In 1991, Mr. Kezelis was the first American professor invited to teach in Lithuania after the collapse of the Soviet Union. He has spoken for various professional groups on topics related to his areas of practice. Mr. Kezelis earned his B.A. degree from Northwestern University and his J.D. degree from John Marshall Law School. He is a member of the Chicago (member, Professional Responsibility, Civil Practice and Judicial Evaluation committees), Illinois State and Lithuanian American (former president) bar associations, as well as the Illinois Trial Lawyers Association.

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