Insurance Law

4.41

Insurance Coverage and Bad Faith Litigation: Practical Insights and Forms for Beginners

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Florida Registered Paralegal Approved 7 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 52 minutes
Robyn Levin
Wylie Aitken
Paul Devine
Brian Hinton
George Lewis
Peter Ostermiller
Khalid Aziz
With Robyn Levin from Levin Sitcoff PC + 6 others
Recorded December 13, 2024
Product ID 99484

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Overview

From the Policy to the Courtroom

New to the field or looking to dust off your skills? Join us for an in-depth, practical guide designed to provide you with essential knowledge and actionable tools to excel in insurance coverage and bad faith litigation. This comprehensive program combines expert insights with practical examples and sample forms to ensure you leave with a solid foundation and handy resources. Build your expertise - register today!

  • Master the basics of how to interpret insurance policy language and identify ambiguities.
  • Review insurers' duties, the claims handling process, and what can go wrong.
  • Understand when insurer conduct amounts to bad faith.
  • Reach for a successful and speedy resolution of insurance disputes with demand and negotiation tips.
  • Anticipate common defenses insurers will raise in response to insurance coverage and bad faith claims.
  • Get useful tips and forms for securing the discovery you're entitled to.
  • Determine when and how to effectively use motions, such as the motion to bifurcate coverage and bad faith claims.

Abbreviated Agenda

  1. Policy Interpretation Made Simple
  2. Insurers' Duties and Common Issues in Claims Handling Explained
  3. Bad Faith 101 (With Case Law)
  4. Legal Ethics
  5. Pre-Suit Pointers for Insurance Coverage and Bad Faith Disputes
  6. Filing Suit and Common Defenses the Insurer May Raise
  7. Discovery in Insurance Coverage and Bad Faith Litigation (With Sample Requests)
  8. Sample Motions and Trial Checklists
Product ID 99484

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Florida Registered Paralegal Approved 7 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in
  1. Policy Interpretation Made Simple

    1. Key Components of an Insurance Policy
    2. Principles of Policy Interpretation
    3. Common Terms/Clauses and Their Meanings
    4. Finding and Resolving Ambiguities
  2. Insurers' Duties and Common Issues in Claims Handling Explained

    1. Duty to Investigate
    2. Duty to Defend and Indemnify
    3. Other Duties
    4. Sample Claims Handling Checklist
    5. Conflicts of Interest and Independent Representation
    6. Reservation of Rights
    7. Partial Payments and Delays
    8. Denial of Coverage
  3. Bad Faith 101 (With Case Law)

    1. What it is and What it Isn't
    2. Negligence vs. Bad Faith
    3. First-Party vs. Third-Party Bad Faith Claims
    4. Common Bad Faith Tactics
  4. Legal Ethics

    1. Competence
    2. Confidentiality
    3. Conflicts of Interest
    4. Duty of Candor
    5. Ethics of Discovery and Evidence
  5. Pre-Suit Pointers for Insurance Coverage and Bad Faith Disputes

    1. Sample Client Questionnaire and Investigation Checklist
    2. Filing a Complaint With the State's Department of Insurance
    3. Understanding the Remedies and Damages
    4. Demand Letters and Proof of Loss (With Sample Letter)
    5. Negotiation Pointers
  6. Filing Suit and Common Defenses the Insurer May Raise

    1. Key Considerations
    2. Practical Tips for Pleadings (With Samples)
    3. Insurer's Defenses
    4. Has the Insured Taken Reasonable Steps to Mitigate Damages?
  7. Discovery in Insurance Coverage and Bad Faith Litigation (With Sample Requests)

    1. Model Discovery Requests
    2. Resolving Discovery Disputes
    3. Handling Witnesses: Insured, Insurance Agent, Adjuster, and Experts
    4. Insurance Adjuster Depositions: Key Questions to Ask
  8. Sample Motions and Trial Checklists

    1. Motion Practice Pointers
    2. Bifurcation of Coverage and Bad Faith Disputes
    3. Trial Preparation Checklist
    4. Trial Insights

Who Should Attend

This program is designed for attorneys. Insurance professionals and paralegals may also benefit.

Speakers

Robyn Levin
Robyn
Levin
Levin Sitcoff PC
Wylie Aitken
Wylie
Aitken
Aitken Aitken Cohn
Paul F Devine
Paul F.
Devine
Baker Sterchi Cowden & Rice LLC
Brian A Hinton
Brian A.
Hinton
Andersen Crawley & Burke, PLLC
George T Lewis
George T.
Lewis
Baker Donelson
Peter L Ostermiller
Peter L.
Ostermiller
Peter L. Ostermiller, Attorney at Law
Khalid Aziz
Khalid
Aziz
Miller Nash
Speaker bio
Robyn Levin

Robyn Levin

Levin Sitcoff PC
Robyn Levin

is an attorney at Levin Sitcoff PC. She represents injured parties in insurance recovery, personal injury, medical negligence, and civil rights litigation. Fueled by a deep-seated passion for helping those in need, Ms. Levin stands as an advocate for injured parties. Her creative and client-centric approach to the law has made her a force in the legal space. Ms. Levin earned her B.A degree, cum laude, from Colby College and her J.D. degree from Stanford Law School.

Speaker bio
Wylie Aitken

Wylie Aitken

Aitken Aitken Cohn
Wylie Aitken

is a nationally recognized trial lawyer and founding partner of Aitken Aitken Cohn in Santa Ana, California. He was the youngest president in the history of the State Trial Bar and is continually recognized by publications such as the Los Angeles Daily Journal and the Orange County Business Journals one of the top lawyers of California. Mr. Aitken focuses his practice on catastrophic personal injury, insurance bad faith, mass tort litigation and complex business litigation. He earned his J.D. degree from Marquette University, School of Law.

Speaker bio
Paul F Devine

Paul F. Devine

Baker Sterchi Cowden & Rice LLC
Paul Devine

is of counsel at Baker Sterchi Cowden & Rice LLC. He is a seasoned trial and appellate attorney, experienced in coverage, bad faith and corporate litigation. Mr. Devine earned his B.A. degree, cum laude, from Saint Louis University and his J.D. degree, cum laude, from Saint Louis University School of Law.

Speaker bio
Brian A Hinton

Brian A. Hinton

Andersen Crawley & Burke, PLLC
Brian Hinton

is a member of Anderson Crawley & Burke, PLLC, where his practice primarily focuses on construction and commercial litigation. While he provides his clients with a wealth of trial and arbitration experience in construction defect and construction site liability claims, his career spans over 20 years practicing in Mississippi, where he has litigated general business disputes, insurance coverage and bad faith claims, commercial trucking accidents, products liability, premises liability, automobile accidents, as well as uninsured motorists claims. Mr. Hinton is also a trained and practicing mediator and is included in the Mississippi Bar Association's mediator's directory. He belongs to both the Defense Research Institute (DRI), as well as the Claims and Litigation Management Alliance (CLM). Mr. Hinton is active on numerous committees with CLM, including, Construction Defect and Construction Site Accidents Committee and the Insurance Coverage Litigation Committee. Through his committee work, he routinely provides educational training to claims industry professionals. Mr. Hinton is the member firm from Mississippi for Your House Counsel®, and  is the national chair of the construction liability practice group for Your House Counsel®. In 2018, he was named by the Mississippi Business Journal as one of the "Top Ten" of Mississippi's Leading Attorneys at the MBJ's annual Leadership in Law awards.

Speaker bio
George T Lewis

George T. Lewis

Baker Donelson
George Lewis

is a shareholder at Baker Donelson. He has practiced law for almost 40 years. Mr. Lewis' clients have included prestigious companies such as American Home Shield, FedEx Ground, First Horizon Bank, Geico, International Paper, TruGreen, USAA, and Wright Medical. His class action, business litigation, and appellate work has resulted in him being named Class Action Lawyer of the Year and Appellate Lawyer of the Year (thrice) by Best Lawyers in America®, and Lawyer of the Year by the Memphis Business Journal. Mr. Lewis was recently inducted into the American Academy of Appellate Lawyers. He serves as chair of the firm's appellate group, and is the past chair of the business litigation group and litigation department. Mr. Lewis' service to the profession has included president of the Tennessee Bar Association, president of the Memphis Bar Foundation, chair of the ABA Pro Bono and Public Service Committee, and chair of the Tennessee Supreme Court Access to Justice Commission. He is the Larry Wilks Distinguished Practitioner In Residence at the University of Tennessee College of Law and co-founder of the Institute for Leadership and Professionalism. Mr. Lewis has also taught leadership courses at Tulane Law School and for a Fortune 500 legal department. He earned his B.S. degree from University of Tennessee, his M.B.A. degree from University of Tennessee and his J.D. degree from University of Tennessee.

Speaker bio
Peter L Ostermiller

Peter L. Ostermiller

Peter L. Ostermiller, Attorney at Law
Peter Ostermiller

is a sole practitioner concentrating in legal ethics and professional responsibility matters. He represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. Mr. Ostermiller has also represented parties in attorney's fee dispute proceedings, and attorneys in legal proceedings in which sanctions have been sought against the attorney. He has represented parties in attorney disqualification proceedings and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. Mr. Ostermiller is a member of the Kentucky Bar Association, Louisville Bar Association and the Association of Professional Responsibility Lawyers. He served on the Kentucky Bar Association's Ethics 2000 Committee, which proposed changes to the Rules of Professional Conduct to the KBA, and resulted in the July 2009 revisions to the ethics rules. Mr. Ostermiller earned his B.A. and J.D. degrees from the University of Louisville.

Speaker bio
Khalid Aziz

Khalid Aziz

Miller Nash
Khalid Aziz

is an attorney at Ashbaugh Beal. He represented contractors with both public and private disputes. Mr. Aziz experience includes successfully bringing claims against a public owner for failing to carry out its contractual obligations in good faith, bringing claims against bonding companies, and resolving disputes between contractors through both arbitration and mediation. He has also helped represent contractors in bid protests and disputes with Washington's Department of Labor and Industries. In the insurance world, Mr. Aziz has advanced our clients' interests with respect to liability policies, as well as property and builders risk policies. He helps identify and address instances where insurers engage in bad faith, such as conducting perpetual investigations, placing insurer interests ahead of their policyholder's, and limiting coverage when the policy provides otherwise. Mr. Aziz earned his B.A. degree from University of California at San Diego and his J.D. degree from University of Washington School of Law.

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