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Overview
Let Checklists, Cheat Sheets, and Sample Forms Take You From Intake to Trial
When you're handling multiple cases with lots of moving parts, there's always a chance you'll overlook something - a step, a critical piece of evidence, an email, a deadline. Avoid these costly oversights! This program comes replete with checklists, outlines, cheat sheets, and other practical documents to take you from A-Z in motor vehicle cases with confidence and care. Don't let anything slip through the cracks - register today!
- Leave no stone unturned when investigating the auto accident.
- Use checklists and cheat sheets to help you comb through medical records quickly and accurately.
- Find all potential liens early on in the case to avoid unpleasant surprises down the road.
- Get your ducks in a row before negotiating a settlement with the insurance company.
- Let checklists be your roadmap to the discovery process.
- Know exactly what you need to be doing (and when) while you're preparing a case for trial.
Abbreviated Agenda
- Client Intake, Preservation, Accident Investigation Checklists
- Medical Records: Cheat Sheets and Checklists
- Master Trial Checklist for Personal Injury Attorneys
- Damages Documentation, Demand, Negotiation Prep, and Settlement Checklists
- Discovery and Evidence Checklists and Sample Documents
- Insurance and Liens Checklists
- Legal Ethics
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 02-24-2027 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 02-24-2027 |
| California CLE |
|
6 Total | 02-24-2027 |
| Colorado CLE |
|
7 Total | 12-31-2027 |
| Connecticut CLE |
|
6 Total | 02-24-2027 |
| Delaware CLE |
|
6 Total | 02-24-2027 |
| Florida CLE |
|
7 Total | 08-31-2026 |
| Georgia CLE |
|
6 Total | 12-31-2026 |
| Hawaii CLE |
|
6 Total | 02-24-2027 |
| Idaho CLE |
|
6 Total | 02-24-2030 |
| Illinois CLE |
|
6 Total | 02-23-2027 |
| Maine CLE |
|
6 Total | 02-23-2027 |
| Minnesota CLE |
|
6 Total | 02-24-2027 |
| Missouri CLE |
|
6 Total | 02-24-2027 |
| Northern Mariana Islands CLE |
|
6 Total | 02-24-2027 |
| Montana CLE |
|
6 Total | 02-24-2028 |
| North Dakota CLE |
|
6 Total | 02-24-2028 |
| Nebraska CLE |
|
6 Total | 02-24-2027 |
| New Hampshire CLE |
|
6 Total | 02-24-2028 |
| New Mexico CLE |
|
6 Total | 02-24-2027 |
| Nevada CLE |
|
6 Total | 02-24-2028 |
| New York CLE |
|
7 Total | 02-24-2028 |
| Oklahoma CLE |
|
7 Total | 02-24-2027 |
| Oregon CLE |
|
6 Total | 02-24-2028 |
| Pennsylvania CLE |
|
6 Total | 02-24-2027 |
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
| Tennessee CLE |
|
6 Total | 02-23-2027 |
| Vermont CLE |
|
6 Total | 02-24-2027 |
| Washington CLE |
|
6 Total | 02-23-2030 |
| Wisconsin CLE |
|
7 Total | 12-31-2026 |
| West Virginia CLE |
|
7.2 Total | 02-24-2027 |
Select Jurisdiction
CLE
Agenda
-
Client Intake, Preservation, Accident Investigation Checklists
-
Medical Records: Cheat Sheets and Checklists
-
Master Trial Checklist for Personal Injury Attorneys
-
Damages Documentation, Demand, Negotiation Prep, and Settlement Checklists
-
Discovery and Evidence Checklists and Sample Documents
- Deposition Checklists and Outlines
- Lay and Expert Witness Checklists
-
Insurance and Liens Checklists
-
Legal Ethics
- Conflicts of Interest
- Confidentiality and Privilege
- Managing Client Expectations
- Attorney's Fees
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Mitchell Panter
is the managing partner at the law firm of Panter, Panter & Sampedro, P.A., where he practices in the areas of personal injury, wrongful death, medical malpractice, product liability and premises liability. Mr. Panter oversees the firm's day-to-day practice, with five attorneys and a staff of 16. He has tried cases and represented clients throughout the state of Florida. Mr. Panter is board-certified by The Florida Bar Board of Legal Specialization and Education as a specialist in civil trial law; and by the National Board of Trial Advocacy in Civil Trial Advocacy and Civil Pretrial Practice Law. He earned his B.A. degree from the University of Michigan and his J.D. degree from the University of Miami. Mr. Panter attended Wagner College in Bregenz, Austria while enrolled in a Junior Year Abroad program. He is a member of the South Miami Kendall Bar Association, B'Nai Brith Bench and Bar, Dade County Bar Association Professionalism Committee (2016), and Miami Dade Commission on Ethics and Public Trust.
Speaker bio
Robert (Beau) E. Blumberg
is a partner with Deutsch Blumberg & Caballero P.A., where he practices personal injury, medical malpractice, and product liability law. He is admitted to practice in Florida and before the U.S. District Court for the Southern and Middle districts of Florida. Mr. Blumberg is a member of The Florida Bar (member, Rules of General Practice and Judicial Administration Committee 2017-2023; member, Code & Rules of Evidence Committee 2023-2026; chair, Standing Committee on Technology 2021-2022; Grievance Committee "A" Member, 2020-2023). He is appointed to the Florida Courts Technology Commission by the Florida Supreme Court 2022-2024, Board of Directors of the Miami Dade Bar 2022-2025, Board of Directors of the Young Lawyers Section of the Miami Dade Bar Association 2020-2024, and president of the MDB YLS 2023-2024. Mr. Blumberg earned his B.A. degree from the College of William & Mary and his J.D. degree from the William & Mary School of Law. In his free time, he travels and practices Ashtanga Yoga.
Speaker bio
Gerald A. Connor
is a partner and trial attorney in the Scranton, Pennsylvania office of Margolis Edelstein, a full service multi-state litigation provider to the insurance industry, major corporations and governmental entities. He focuses his practice on casualty litigation, ranging from automobile and general liability claims to products liability, construction litigation and workers' compensation claims. Mr. Connor also has extensive experience in commercial litigation, intellectual property issues, municipal claims, and employment law. He has handled dozens of trials, administrative hearings and arbitrations to verdict, and is active at the appellate level in both state and federal court. Mr. Connor is a member of the Lackawanna County and Pennsylvania bar associations. He earned his B.A. degree from the University of Pennsylvania and his J.D. degree from Widener University School of Law.
Speaker bio
Robert J. Kasieta
is the founder of Kasieta Legal Group, LLC in Madison, Wisconsin. He is a certified civil pre-trial and trial specialist by the National Board of Trial Advocates. Mr. Kasieta practices in civil litigation, with an emphasis on plaintiff personal injury and employment cases, as well as commercial litigation. He has written and taught extensively in the areas of trial practice, personal injury law and insurance law, and is an instructor of trial practice at the University of Wisconsin Law School. Mr. Kasieta is admitted to practice before the U.S. Supreme Court, as well as the U.S. Court of Appeals for the Seventh and Eleventh circuits, and all Wisconsin courts. He is a member of the Dane County Bar Association, State Bar of Wisconsin and the American Association for Justice. Mr. Kasieta earned his B.S. degree, summa cum laude, from Northern Michigan University and his J.D. degree from Marquette University Law School.
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