Personal Injury & Negligence

VA Specific

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

Credits Available

There is no credit available on this course.
OnDemand
6 hours 1 minute
Aaron Frederickson
Joshua Silverman
Paul Warren
Christine Hummel
With Aaron P. Frederickson from MSP Compliance Solutions, LLC + 3 others
Recorded July 24, 2024
Product ID 98568

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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 2023-2024 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. Demand Letters and Settlement Agreements: Use the Right Language
  4. Pleadings: How to Make or Break a Case (With Examples)
  5. Discovery and Depositions: Sample Requests and Questions to Drive Your Efforts
  6. Lien Checklists, Communications, and Reduction Letters
  7. Trial Preparation Checklist and Notebooks
  8. Legal Ethics: Forestall Issues With Proper Documentation

Related Topics

Product ID 98568

Credit Details

Credits Available

There is no credit available on this course.
Select Jurisdiction

Agenda

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  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. Demand Letters and Settlement Agreements: Use the Right Language

    1. Sample Notice
    2. Drafting Effective Demand Letters
    3. "Buzzwords" to Trigger Coverage and Drive Higher Reserves and Claim Valuations
    4. Sample Settlement Agreement and Release Language

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

  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. Lien Checklists, Communications, and Reduction Letters

  7. Trial Preparation Checklist and Notebooks

  8. 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

Aaron P Frederickson
Aaron P.
Frederickson
MSP Compliance Solutions, LLC
Joshua D Silverman
Joshua D.
Silverman
Silverman Law Firm LC
Paul L Warren
Paul L.
Warren
Warren & Associates, PLC
Christine Hummel
Christine
Hummel
Hummel Consultation Services
Speaker bio
Aaron P Frederickson

Aaron P. Frederickson

MSP Compliance Solutions, LLC
Aaron Frederickson

is the founder of MSP Compliance Solutions, LLC. He has legal practice experience in the areas of workers' compensation, personal injury, and Medicare compliance. Mr. Frederickson is also a health insurance professional and has been licensed to practice law in Minnesota since 2002, as well as Wisconsin since 2008. In addition to working on highly regulated matters, he has litigated countless cases and founded a compliance consulting firm, where he helped numerous individuals from diverse backgrounds across the United States. Mr. Frederickson also assists low income persons via pro bono legal representation. He earned his B.A. degree from St. Cloud State University and his J.D. degree from William Mitchell College of Law in St. Paul, Minnesota. Mr. Frederickson is an active member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP) and the Hennepin County Bar Association (HCBA).

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Speaker bio
Joshua D Silverman

Joshua D. Silverman

Silverman Law Firm LC
Joshua Silverman

is the sole practitioner in the law firm of Silverman Law Firm LC in Richmond, Virginia, where his practice includes nursing home abuse and neglect, medical malpractice and personal injury law. Mr. Silverman is a member of the American Association for Justice and the Nursing Home Litigation Group. He serves on the Board of Governors for the Virginia Trial Lawyers Association and is past chairman of the Young Trial Lawyer's Division and Publication Committee. Mr. Silverman has previously served as an editor of The Journal, which is published by the Virginia Trial Lawyers Association, and has published several articles in The Journal. He also regularly volunteers his time at the Virginia Legal Aid Society. Mr. Silverman earned his B.A. degree from American University and his J.D. degree from Case Western Reserve University School of Law in Cleveland, Ohio.

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Speaker bio
Paul L Warren

Paul L. Warren

Warren & Associates, PLC
Paul Warren

is a partner in the Norfolk law firm of Warren & Associates, PLC, where he practices in the areas of insurance litigation, contract law, business law, civil practice, alternative dispute resolution, medical malpractice, employment law, and international business. Mr. Warren received his B.A. degree from the University of North Carolina at Chapel Hill; his J.D. degree from Cumberland School of Law of Samford University; and his M.A. degree in international transactions from George Mason University. He is a commissioner in chancery for the Portsmouth circuit courts and he serves as general counsel to Leadership International, Inc. Mr. Warren is a member of the Norfolk and Portsmouth bar associations and the Virginia Trial Lawyers Association. He has been certified as a mediator in both Virginia and the District of Columbia; and he serves as the director of Old Dominion University's Certified Programs on Conflict Management.

 

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Speaker bio
Christine Hummel

Christine Hummel

Hummel Consultation Services
Christine Hummel

is the president and founder of Hummel Consultation Services, a national legal consultation practice specializing in the application of the Medicare Secondary Payer Act to workers' compensation, liability and no-fault cases. She is an active attorney with licensure in the state of Colorado. With more than 19 years of experience in Medicare compliance, Ms. Hummel is a published author and popular speaker on a wide array of topics related to Medicare compliance. She is a member of the American Bar Association (Health Law Section) and the Colorado Bar Association. Ms. Hummel's legal experience work includes Medicaid, probate and elder law. She donates a significant amount of time volunteering with the Federal Park Service, giving presentations on the roles of women during the American War of Independence. Ms. Hummel earned her B.S. degree from the University of Southern California and her J.D. degree from the University of Denver College of Law.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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