HomeWebcastDisability Insurance Claims Litigation: Practical Guide
Online CLE Disability Insurance CLE

Disability Insurance Claims Litigation: Practical Guide

Live Webcast Date: Thursday, September 12, 2019 from 12:00 pm to 1:00 pm (ET)
Insurance (CLE)Litigation (CLE)Recording

Online CLE Disability Insurance

Join us for this Knowledge Group Online CLE Disability Insurance Webinar. The Department of Labor’s (DOL) amendments to the claims procedure regulations for disability benefits have taken effect on April 1, 2018. The changes, which aim to give claimants additional protection, affect all Employee Retirement Income Security Act (ERISA) plans.

With the recent developments, a shift on the litigation landscape for such claims is bound to happen. Thus, making it necessary for companies, issuers and third-party administrators along with other stakeholders, to keep abreast of the updates to the disability claims’ procedural and regulatory requirements and develop effective compliance strategies in order to mitigate risks and liabilities.

Our panel of key thought leaders and practitioners will offer a discussion of the fundamentals as well as updates regarding the latest and significant issues surrounding disability insurance claims litigation. This Webcast aims to help you avoid common pitfalls and risk issues in light of the updates in this changing legal and regulatory landscape.

Key topics include:

  • Disability Insurance Claims: Then and Now
  • Compliance Issues
  • Developing Effective Compliance Strategies
  • Risks and Pitfalls
  • Mitigation Litigation Risks
  • Practical Tips and Best Litigation Practices
  • Outlook

Agenda

Bryan D. Bolton, Owner and Founder
Funk & Bolton, P.A.
  • Strict v. Substantial Compliance with DOL Regulations
  • Regulatory Non-Compliance Claims
  • Equitable Relief
  • Breach of Fiduciary Duty And Benefit Claims
  • Full and Fair Review
  • Standard of Review Issues
  • Mental Health Claims

A. Christopher Wieber, Attorney
Law Office of Mark Scherzer
  • Practical/Strategic Considerations of New ERISA Disability Regulations for Disability Claims and Appeals
  • Practical/Strategic Considerations Regarding Lawsuit Motion Practice in ERISA Disability Cases:?? Rule 56 Summary Judgment Motions vs. Rule 52 Bench Trials
  • Current Litigation Battles Over the Applicable Standard of Review
  • Increasing Importance of Plaintiff's Expert Evidence in Appeals and Litigation (FCE's, Vocational Reports, NP Testing, etc.)
  • Coverage Issues - Disability Claims in the Context of Lay-offs, Reductions-in-force, Severance/Terminations

Who Should Attend

  • Carriers, Insurers and Claimants
  • Policyholders
  • Reinsurers
  • Counsel
  • Insurance Lawyers
  • Insurance Companies
  • Medical Professionals
  • Claims Professionals
  • Disability Consultants
  • Vocational Experts
  • Risk Managers

Online CLE Disability Insurance

Bryan D. Bolton, Owner and Founder
Funk & Bolton, P.A.
  • Strict v. Substantial Compliance with DOL Regulations
  • Regulatory Non-Compliance Claims
  • Equitable Relief
  • Breach of Fiduciary Duty And Benefit Claims
  • Full and Fair Review
  • Standard of Review Issues
  • Mental Health Claims

A. Christopher Wieber, Attorney
Law Office of Mark Scherzer
  • Practical/Strategic Considerations of New ERISA Disability Regulations for Disability Claims and Appeals
  • Practical/Strategic Considerations Regarding Lawsuit Motion Practice in ERISA Disability Cases:?? Rule 56 Summary Judgment Motions vs. Rule 52 Bench Trials
  • Current Litigation Battles Over the Applicable Standard of Review
  • Increasing Importance of Plaintiff's Expert Evidence in Appeals and Litigation (FCE's, Vocational Reports, NP Testing, etc.)
  • Coverage Issues - Disability Claims in the Context of Lay-offs, Reductions-in-force, Severance/Terminations

Online CLE Disability Insurance

Online CLE Disability Insurance

Bryan D. BoltonOwner and FounderFunk & Bolton, P.A.

Bryan D. Bolton represents life, health, and disability insurers, self-funded plans, TPAs, and MCOs in federal court, state court, and regulatory proceedings. His appellate court experience includes appeals to the United States Courts of Appeals for the Second, Third, Fourth, and District of Columbia Circuits, and amicus counsel in the Supreme Court of the United States. Mr. Bolton is a member of the Maryland and Pennsylvania bars, and included in the Bar Register of Preeminent Lawyers, Maryland Super Lawyers and Best Lawyers in America.

Online CLE Disability Insurance

A. Christopher WieberAttorneyLaw Office of Mark Scherzer

Lawyer A. Christopher Wieber advocates on behalf of those seeking life, health insurance and disability benefits.  A graduate of Harvard Law School, Mr. Wieber has practiced at the New York City Law Office of Mark Scherzer since 1992, where he has focused predominantly on assisting clients with short- and long-term disability claims under employer-sponsored disability plans subject to the Employee Retirement Income Security Act (ERISA).  Mr. Wieber advises employees who are considering a disability claim; provides guidance during initial claim preparation and throughout the duration of a long-term disability claim (including annual updates, Own Occ/Any Occ investigations, independent medical evaluations (IMEs), functional capacity evaluations (FCEs), and field interviews), files administrative appeals of claim denials, and litigates cases in New York federal and state courts. He has received an “AV Preeminent” peer review rating from Martindale-Hubbell.     


Click Here to Read Additional Material

Online CLE Disability Insurance

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

Prerequisite:
   General knowledge of employee benefits laws

Course Code:
   148023

NY Category of CLE Credit:
   Skills

Total Credit:
    1.0 CLE

No Access

You are not logged in. Please or register to the event to gain access to the materials and login instructions.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Funk & Bolton, P.A. has dedicated over twenty-years to the defense of disability, health, and life insurance claims.  The firm’s extensive ERISA, FEHBA, ACA, non-ERISA, and regulatory background provides a unique platform for the delivery of legal services to the health, life, and disability insurance industry.  The firm’s deep bench of legal talent delivers strategic counsel to insurance companies, plans, plan administrators, plan sponsors, and trustees, including offering analytical insight into the intersection between Federal law (ERISA, FEHBA & ACA) and State insurance laws.  The firm’s chairman, Bryan D. Bolton, is listed in Maryland Super Lawyers, Best Lawyers in America, and rated AV Preeminent by Martindale-Hubbell. 

Website: http://www.fblaw.com/

For more than 35 years, the Law Office of Mark Scherzer has assisted individuals with health, life, and disability insurance matters.  Based in New York City, the firm’s attorneys – Mark Scherzer and A. Christopher Wieber – advise employees about their rights under employer-sponsored group benefit plans, including medical, life insurance/waiver of premium, short-term disability, and long-term disability plans.  The firm also assists individual policyholders with similar matters arising under disability income policies and business overhead expense policies.  The firm has significant experience with all aspects of the Employee Retirement Income Security Act (ERISA) and New York State Insurance Law, including claim preparation guidance, administrative appeals of claim denials, and litigation of disputed claims in state and federal courts.  Both Mr. Scherzer and Mr. Wieber have received an “AV Preeminent” peer review rating from Martindale-Hubbell.  

Website: https://www.markscherzer.com/

Bryan D. Bolton represents life, health, and disability insurers, self-funded plans, TPAs, and MCOs in federal court, state court, and regulatory proceedings. His appellate court experience includes appeals to the United States Courts of Appeals for the Second, Third, Fourth, and District of Columbia Circuits, and amicus counsel in the Supreme Court of the United States. Mr. Bolton is a member of the Maryland and Pennsylvania bars, and included in the Bar Register of Preeminent Lawyers, Maryland Super Lawyers and Best Lawyers in America.

Lawyer A. Christopher Wieber advocates on behalf of those seeking life, health insurance and disability benefits.  A graduate of Harvard Law School, Mr. Wieber has practiced at the New York City Law Office of Mark Scherzer since 1992, where he has focused predominantly on assisting clients with short- and long-term disability claims under employer-sponsored disability plans subject to the Employee Retirement Income Security Act (ERISA).  Mr. Wieber advises employees who are considering a disability claim; provides guidance during initial claim preparation and throughout the duration of a long-term disability claim (including annual updates, Own Occ/Any Occ investigations, independent medical evaluations (IMEs), functional capacity evaluations (FCEs), and field interviews), files administrative appeals of claim denials, and litigates cases in New York federal and state courts. He has received an “AV Preeminent” peer review rating from Martindale-Hubbell.     

Ultimate Value Annual Program

Bring a colleague for only $149, a savings of $50 per additional attendee.

  • Unlimited Access to Live & Recorded Webcasts
  • Instant Access to Course Materials
  • And More!

$199