CT Specific

Personal Injury & Negligence

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

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
OnDemand
5 hours 57 minutes
Anthony Sheffy
Christine Hummel
Steven Errante
William Delaney
With Anthony A. Sheffy from Sheffy, DeNigris, Grey & Bedard, LLP + 3 others
Recorded November 12, 2024
Product ID 99173

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

Related Topics

Product ID 99173

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Lien Checklists, Communications, and Reduction Letters

  2. Trial Preparation Checklist and Notebooks

  3. 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

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

  6. 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

  7. 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

  8. 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

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

Anthony A Sheffy
Anthony A.
Sheffy
Sheffy, DeNigris, Grey & Bedard, LLP
Christine Hummel
Christine
Hummel
Hummel Consultation Services
Steven J Errante
Steven J.
Errante
Lynch, Traub, Keefe & Errante, P.C.
William J Delaney
William J.
Delaney
Lonardo Forte & Trudeau LLP
Speaker bio
Anthony A Sheffy

Anthony A. Sheffy

Sheffy, DeNigris, Grey & Bedard, LLP
Anthony Sheffy

is the founding partner of Sheffy, DeNigris, Grey & Bedard, LLP which is located centrally in Southington, Connecticut. He has taken jury verdicts in state and federal court recovering substantial compensation for families, including those whose lives have been dramatically altered by a sudden death or brain injury, as well as on behalf of Lloyd's of London, Omni and other insurers. Mr. Sheffy has written and lectured on topics ranging from the fundamentals of presenting civil jury cases to advanced evidence techniques for attorneys experienced in the courtroom. He has been honored as a member of the Order of Justitia in the Litigation Counsel of America; a fellow of the American Bar Foundation; designated as a Top 100 Lawyers in America; and designated as a Super Lawyer in Connecticut since 2011. Mr. Sheffy earned his B.S. degree in combined music and physics from Lebanon Valley College and his J.D. degree, magna cum laude, from Western New England School of Law. He is admitted to the bar for Connecticut state courts and the Federal District Court for the state of Connecticut.

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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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Speaker bio
Steven J Errante

Steven J. Errante

Lynch, Traub, Keefe & Errante, P.C.
Steven Errante

is a partner in the New Haven law firm of Lynch, Traub, Keefe & Errante, P.C., where his practice is devoted to civil litigation, with a special emphasis on personal injury. He served as an adjunct professor of legal studies at the University of New Haven, and is currently an adjunct professor at Quinnipiac School of Law. Mr. Errante is editor-at-large of the Connecticut Bar Journal. He is a member of the Connecticut Bar Association (member, Executive Committee of the Litigation Section). Mr. Errante is also a member of the American Board of Trial Advocates, Board of Governors of the Connecticut Trial Lawyers Association, New York Trial Lawyers Association, and Association of Trial Lawyers of America. He earned his B.A. degree, magna cum laude, from Hofstra University; and his J.D. degree from the State University of New York at Buffalo.

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Speaker bio
William J Delaney

William J. Delaney

Lonardo Forte & Trudeau LLP
William Delaney

is a member of Lonardo Forte & Trudeau LLP. He is a lifetime fellow of the Rhode Island Bar Foundation, as well as a fellow of the American Bar Association. Mr. Delaney is a member of the Rhode Island Supreme Court's MCLE Committee; and the Massachusetts, New Hampshire, Vermont, New York State, Pennsylvania and Connecticut bar associations. He earned his A.B. degree from the University of Notre Dame, his M.B.A. degree from Rensselaer Polytechnic Institute, his J.D. degree from Albany Law School of Union University, and his LL.M. degree from the Morin Center, Boston University School of Law.

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