IN Specific

Personal Injury & Negligence

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

Credits Available

There is no credit available on this course.

OnDemand
5 hours 58 minutes
Susan Haibeck
Christine Hummel
Otto Shragal
Tina Baxter
Jared Tauber
With Susan V. Haibeck from Haibeck and Associates Legal Nurse Consulting + 4 others
Recorded August 26, 2024
Product ID 98602

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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, 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.
  • 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. Lien Checklists, Communications, and Reduction Letters
  4. Demand Letters and Settlement Agreements: Use the Right Language
  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
Product ID 98602

Credit Details

Credits Available

There is no credit available on this course.

Select Jurisdiction

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
    6. Pleadings: How to Make or Break a Case (With Examples)
  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. Lien Checklists, Communications, and Reduction Letters

  4. 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
  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

Susan V Haibeck
Susan V.
Haibeck
Haibeck and Associates Legal Nurse Consulting
Christine Hummel
Christine
Hummel
Hummel Consultation Services
Otto J Shragal
Otto J.
Shragal
Allen Law Group
Tina M Baxter
Tina M.
Baxter
Baxter Professional Services, LLC
Jared R Tauber
Jared R.
Tauber
Tauber Law Offices
Speaker bio
Susan V Haibeck

Susan V. Haibeck

Haibeck and Associates Legal Nurse Consulting
Susan Haibeck

is a highly experienced registered nurse, specializing in oncology at Haibeck and Associates Legal Nurse Consulting with over thirty years of expertise in the field. With a passion for patient advocacy and a drive for justice, she has become a trusted resource for attorneys nationwide seeking assistance in medically related cases, particularly in personal injury and medical malpractice. Throughout her career, Ms. Haibeck has honed their skills and knowledge in oncology nursing, dedicating herself to providing exceptional care to cancer patients. Her extensive experience in the field has made her an invaluable asset in understanding the intricacies of cancer treatment, diagnosis, and the potential pitfalls that can occur in medical settings. In recognition of her expertise, Ms. Haibeck authored the groundbreaking book, Cancer Care Malpractice for Attorneys, which was published in 2022. This comprehensive resource serves as a guide for attorneys handling malpractice cases involving cancer care, specifically focusing on topics such as failure to diagnose cancer and errors in chemotherapy administration. Known for her meticulous attention to detail and dedication to patient safety, she brings a unique perspective to the legal field and assists attorneys in building strong cases by providing in-depth analysis, expert opinions, and a deep understanding of the medical complexities involved in cancer-related malpractice claims. Ms. Haibeck holds a master's degree in adult oncology nursing from Northern Illinois University. Beyond her professional endeavors, she is deeply dedicated to supporting cancer patients and their families, both inside and outside the courtroom. With an unwavering commitment to excellence, Ms. Heibeck continues to make a significant impact in the legal and medical communities, bridging the gap between healthcare and the law to seek justice for those affected by medical malpractice in cancer care.

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.

Speaker bio
Otto J Shragal

Otto J. Shragal

Allen Law Group
Otto Shragal

is an equity partner in the law firm of Kenneth J. Allen Law Group, where he practices in the areas of serious personal injury litigation, with an emphasis on job site accidents and products liability. Mr. Shragal has secured multiple million dollar verdicts in both state and federal courts in the state of Indiana, as well as in the state of Illinois. He earned his B.A. degree from Tri-State University and his J.D. degree, cum laude, from the John Marshall Law School. Mr. Shragal is admitted to practice in Indiana and before the U.S. District Court for the Northern District of Indiana. He is also admitted to practice in Illinois and before the U.S. District Court for the Northern District of Illinois.

Speaker bio
Tina M Baxter

Tina M. Baxter

Baxter Professional Services, LLC
Tina Baxter

is an advanced practice registered nurse and a board certified gerontological nurse practitioner through the American Nurse Credentialing Center (ANCC), who resides in Anderson, Indiana. Ms. Baxter has been a registered nurse for over twenty years and a nurse practitioner for 14 years. She is the owner of Baxter Professional Services, LLC, a consulting firm which provides legal nurse consulting services for attorneys and insurance professionals; wellness and chronic disease management coaching; and customized educational and operational resources to healthcare organizations. She provides a weekly Facebook live program on business and health topics. Ms. Baxter teaches stress management strategies to clients of all ages and offers virtual as well as online classes. She is listed as Best Lessons for 2019 and 2020 from Lessons.com. Ms. Baxter is the founder of The Nurse Shark Academy, where she coaches nurses to launch and scale their businesses. She is the host of The Nurse Shark Academy show, which interviews and spotlights nurse business owners and leaders in healthcare. Ms. Baxter is a certified small business and benefits solutions advisor with LegalShield Business Solutions. She is a public speaker and has spoken on numerous topics on a national level. Ms. Baxter is a contributor to articles on electronic and print media such as Entrepreneur.com, The Minority Nurse, LinkedIN, as well as a guest on numerous podcasts. She is currently working at Adult and Child Health in Indianapolis, focusing on the mental health needs of adults and geriatric patients. Ms. Baxter is a previous owner of HIS Solutions Healthcare, LLC which provided a community certified nursing assistant course, home health aide training course, and a qualified medication aide training for which she served as the program director and chief operating officer. She was employed at American Health Network in Muncie, Indiana as a nurse practitioner where she served six different skilled care and assisted living facilities. Ms. Baxter serves on several boards and community organizations such as the Meals on Wheels of Hancock County, the Anderson Black and Minority Chamber of Commerce, the Black Nurses Association of Anderson, and the Concerned Ministers of Anderson. She is also a member of the American Nurses' Association, Gerontological Advanced Practice Nurses Association (geropsych sig member), Coalition of Advanced Practice Nurses of Indiana, National Nurses in Business Association, and American Association of Legal Nurse Consultants. Ms. Baxter is a mentor with the Pass the Torch Foundation, and completed the inaugural class of Advancing Indy Women with IUPUI and the Kelley School of Business in conjunction with Linking Indy Women. She is an evangelist and pastor at Church Upon the Rock Missionary Baptist Church in Anderson, Indiana where she serves as director of outreach, church nurse, choir member and on the pastoral staff. Ms. Baxter has a Master of Nursing in Nursing Education and a post-master's as a gerontological nurse practitioner from the University of Indianapolis, Indianapolis, Indiana.

Speaker bio
Jared R Tauber

Jared R. Tauber

Tauber Law Offices
Jared Tauber

is a partner at Tauber Law Offices, where he represents individuals and corporations with a wide array of legal services, including personal injury cases, probate, litigation, real estate, business transactions, and commercial matters. Mr. Tauber is admitted to practice law in Indiana and before the U.S. District Court for the Northern and Southern districts of Indiana, as well as the U.S. Court of Appeals for the Seventh Circuit. He is a member of the American, Lake County and Indiana State bar associations, and the Indiana Trial Lawyers Association. Mr. Tauber earned his B.A. degree from Indiana University - Bloomington and his J.D. degree from Valparasio University School 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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