banner ad

Visit Spiegel website
 
Deposition Designation Station
 

Insurance Claims and Claims Investigation Expert Witnesses

Sort Non-Featured Profiles by
< 1 2 3 >
Check for SynapsUs
Scott J. Witt, FSA, MAAA
6010 Preston Lane
New Berlin WI 53151
USA
phone: 414-525-8212
fax: 414-433-1864
Witt-Actuarial-Services-Logo.gif
Scott J. Witt, FSA, MAAA has over 18 years of experience as an Actuary in the Insurance Industry. He maintains the highest actuarial designations, FSA (Fellow of the Society of Actuaries) and MAAA (Member of the American Academy of Actuaries).

One of the nation's only fee-only life insurance advisors, Mr. Witt serves clients throughout the U.S. including attorneys, financial planners, individuals, banks, business owners, accountants, and trustees of insurance trusts. He is compensated on a fee-only basis, allowing him to serve in a true fiduciary capacity for his clients. Because he has no financial stake in the decisions his clients make, there is no conflict of interest in his recommendations.

Mr. Witt's litigation support services include expert analysis, reports, and testimony regarding a vast array of life insurance topics. He performs Monte Carlo simulations to demonstrate the impact of volatility on any statistical process. Mr. Witt has been retained multiple times as an expert for Plaintiffs and multiple times as an expert for Defendants in cases that were settled after the completion of his expert report and prior to his testimony. His services are also available for mediation and arbitration.

Areas of Expertise:
  • Policy Suitability
  • Variable Life Analysis
  • Evaluation of Statements by Salespeople
  • Replacement Appropriateness
  • Life Settlement Decisions
  • Insurance Schemes
  • Damage Calculations
  • Policy Valuations
  • Insurance Appraisals
  • Insurance Bad Faith
  • Insurance Financial Analysis
  • Life Expectancy & Mortality
  • Risk Management
  • Marketing
  • Recent Case Sample:
    • 2010, French et al. v. Wachovia Bank, N.A., Case No. 06-CV-00869, US District Court, Eastern District of Wisconsin. Defense expert. Case alleged improper replacement of life insurance policies
    • 2012, First Command Financial Services, Inc. and First Command Financial Planning, Inc. v. James S. Agostini et al., Cause No. 48-259234-12, 48th Judicial District, Tarrant County, Texas. Defense expert. Case involved insurer attempting to block agents from selling in same territory; involvement was focused on sales techniques and quality of permanent life insurance policies that were impetus for agents’ departure
    View Witt Actuarial Services, Inc.'s Consulting Profile.
    4/24/2015 · Insurance
    I recently worked with an elderly woman (who I will call Beatrice) to evaluate whether or not the variable annuity she purchased less than a year ago was a good buy.

    6/16/2014 · Insurance
    When thinking about life insurance, consider three realities:

    5/16/2014 · Insurance
    Wanting a second opinion from someone that doesn't have an inherent conflict of interest - independence is the single greatest asset that a fee-only insurance advisor brings to the table, and because such an advisor is only compensated directly for the advice given and not based on the decisions the consumer makes, there is not an inherent conflict of interest - those conflicts are evident with anyone that is compensated on anything other than a fee-only basis for the advice given.

    4/21/2014 · Insurance
    Despite the best efforts of companies and agents throughout the industry, Long-Term Care insurance (LTC) policy sales have yet to blossom as much as the industry had hoped and predicted. As the Baby Boomers continue to move through the "sweet spot" of the target market for LTC, companies will no doubt redouble their efforts in pushing LTC. Two obvious questions arise. First, is LTC right for you or your client, given the particular financial circumstances, family circumstances, and family history? Second, even if it is determined that LTC makes sense, how do you wade through the myriad of companies and policy options that are available and determine the best fit?

    3/13/2014 · Insurance
    Fee-only insurance advisors serve in a true fiduciary capacity for their clients, providing independent, unbiased advice. These advisors receive no other form of compensation other than the hourly fees paid by their clients. They do not receive compensation from insurance products that their clients may decide to purchase, nor do they receive any financial incentives from steering clients toward a particular agent or company. Other than providing clients with the most knowledgeable and expert advice possible, fee-only advisors have absolutely no vested interest in the insurance decisions their clients make.

    2/10/2014 · Insurance
    Without an advocate that is looking out for their best interests, life insurance consumers are at the mercy of their life insurance agents and the companies they represent. Even the most well-intentioned agents suffer from an inherent conflict of interest, as agents derive their compensation from the products they sell. A closer look at a number of areas reveals how damaging this can be to life insurance consumers:

    1/8/2014 · Insurance
    Do you reside in Garrison Keillor's fabled Lake Wobegon? Those who own a cash value life insurance policy probably do - and probably don't even realize it! In Lake Wobegon, "all the women are strong, all the men are good looking, and all the children are above average." And any life insurance policy purchased in Lake Wobegon is no doubt better than average as well!

    Check for SynapsUs
    Barbara Luna, PhD, CPA
    Senior Partner
    See Multiple Addresses Below
    CA USA
    phone: 818-981-4226
    fax: 818-981-4278
    White-Zuckerman-Luna-Hunt-logo.jpg
    Expert witness testimony for complex litigation involving damage analyses of lost profits, reasonable royalties, lost earnings, and lost value of business, forensic accounting, fraud investigation, investigative analysis of liability, marital dissolution, and tax planning and preparation. Excellent communicators with extensive testimony experience. Prior Big Four accountants. Specialties include: accounting, antitrust, breach of contract, business interruption, business dissolution, construction defects, delays and cost overruns, fraud investigation, asset tracing, intellectual property including patent, trademark and copyright infringement and trade secrets, malpractice, marital dissolution, personal injury and employment litigation, product liability, real estate, securities, spousal support, taxation, unfair advertising, unfair competition, valuation of businesses, and wrongful termination.

    Experts:
      Business Litigation and Valuation
      Barbara Luna, PhD, CPA, CFE, ASA,
          CVA, ABV, CGREA, CCRA, CREA
      Dean Atkinson, CPA, CFE, ABV, CAC, CFF
      John Luna, JD/MBA, CPA, ABV, CFF
      David Turner, CPA, ABV, CFF
      Drew Hunt, MBA, CPA, ASA
      Personal Injury / Employment Litigation
      Barbara Luna, PhD, CPA, CFE, ASA,
          CVA, ABV, CGREA, CCRA, CREA
      Venita McMorris, MA
    Dr. Barbara Luna is the partner in charge of the commercial litigation department of White Zuckerman. She has been providing Forensic Accounting, Economic Damages, Valuation, and Expert Witness Services for the past 30 years and has testified in court over 450 times. She has a PhD in Applied Mathematics from Harvard University with application to Physics and Finance and a BA in Physics from Wellesley College. Barbara is a Certified Public Accountant, a Certified Fraud Examiner, an Accredited Senior Appraiser in Business Valuation, a Certified Valuation Analyst, Accredited in Business Valuation, a Certified General Real Estate Appraiser, and a Certified Financial Forensic. She previously was a partner with Coopers & Lybrand and has taught working capital management, business finance, forensic accounting and intermediate accounting at UCLA Graduate School of Management, California State University at Northridge and Pepperdine University.

    Dean Atkinson is a partner in the commercial litigation practice of White Zuckerman. He has testified as an expert witness in Commercial Litigation and Family Law Matters and has been involved in Resolution and Settlement Negotiations since 1987. He holds credentials from the AICPA as a Certified Public Accountant, Accredited in Business Valuation and Certified Financial Forensics and from the Association of Certified Fraud Examiners. Dean is experienced and has qualified as an expert in business valuation, business litigation and family law matters.

    John Luna is a partner in the commercial litigation practice of White Zuckerman. He analyzes Financial, Accounting, Economic Damages, Business, Real Estate and Valuation issues and testifies as an expert witness on his findings. He has been an investment banker with Macquarie Capital, GCA Savian and Lazard. John has a JD from UCLA School of Law (Order of the Coif), an MBA from UCLA Anderson School of Management (Edward W. Carter Fellow), and an AB in Engineering Sciences from Harvard University. He is a Certified Public Accountant, Accredited in Business Valuation, a Certified Financial Forensic and a member of the California Bar.

    Venita McMorris is a partner and an Economist in the Personal Injury and Employment practice of White Zuckerman. She has been providing economic damages and expert witness services for over 20 years and has testified extensively in court. She has a Master of Arts degree in Economics from California State University, Fullerton and a Bachelor of Arts degree from San Diego State University. She previously was a manager with Coopers & Lybrand and an economist with a medical malpractice trust in Southern California. Venita has taught macroeconomics and microeconomics to college students at Pasadena City College as a full-time tenured instructor and at Glendale Community College as a part-time instructor.

      Los Angeles
      15490 Ventura Boulevard, Suite 300
      Sherman Oaks, CA 91403
      Phone: (866) 981-4266 or (818) 981-4226
      Fax: (818) 981-4278
      Email: expert@wzwlh.com
      Website: www.wzwlh.com
    Check for SynapsUs
    8030 E. Gary Road
    Scottsdale AZ 85260
    USA
    phone: 480-216-1364
    fax: 480-367-8479
    Robert-Underdown-Insurance-Expert-Photo.jpg
    Robert E. Underdown, AINS, SIA, AIC, ARM, The Insurance Archaeologist ™, is an Insurance and Risk Management Expert with over 30 years of experience in both private & public risk management.

    Selected Background Experience - Mr. Underdown's past experience includes serving as Director of Risk Management for Rural/Metro Corporation, Scottsdale, AZ, where he managed $20 million risk management program and completed due diligence on 60 acquisitions in 48 months. As Assistant Vice President of Imperial Corporation, San Diego, CA, he managed special insurance for a $2 billion loan portfolio and implemented a risk management program for 60 branch offices. Mr. Underdown also served as Risk Management and Employee Benefits Manager for the City of Escondido, CA, where implemented risk management programs and completed self-funded health insurance, saving $750,000.

    Litigation Support - Mr. Underdown is a highly qualified insurance expert witness providing testimony in insurance cases across the United States. His services are available to attorneys representing both Plaintiff and Defense.

    In the specific area of BAD FAITH, Mr. Underdown has provided expert testimony on many bad faith claims for both Defendants and Plaintiffs. He has provided testimony in a number of cases where the insurance company has successfully eliminated the bad faith count by summary judgement. The key issue is whether the actions of the insurance company were reasonable under the specific circumstances of the case.

    Some of the recent cases for which he has provided insurance expert testimony include:
    • Agent / Broker Standards
    • Bad Faith Claims Issues
    • Broker Compensation
    • Claims Handling
    • Coverage Opinions
    • General Liability Policies
  • Insurance Industry Standards
  • Life Insurance Suitability Opinions
  • Risk Management Standards
  • Third Party Claims Standards
  • Tort Litigation Management
  • Workers’ Compensation
  • View Robert Underdown's Consulting Profile.
    Check for SynapsUs
    Tommy R. Michaels, CPCU, AIC, ARe, ARM
    PO Box 5236
    Williamsburg VA 23188
    USA
    phone: 860-656-6430
    Tommy-Michaels-Property-Casualty-Insurance-Expert-Photo.jpg
    Tommy R. Michaels, CPCU, AIC, ARe, ARM is an Insurance Professional with over 45 years of experience in the Property and Casualty Insurance industry.

    Mr. Michaels has worked in the Home Office of a large insurance company determining coverage obligation, providing coverage interpretation, and performing functions of an insurance archaeologist. He has taught insurance courses through Robert Morris College, University of Connecticut, and Society of CPCU, Memphis Chapter.

    Mr. Michaels' experience in claims includes direct handling, supervision of adjusters and other supervisors, claim office administration and development of a system that integrated various technologies to eliminate paper within the claim office. He has unparalleled claim expertise in property and casualty claims developed from his years of direct handling and supervising claim handlers. Mr. Michaels has handled claims in several states including Arkansas, Connecticut, Mississippi, Oklahoma, Pennsylvania, Tennessee, Texas, and West Virginia. He also directly handled all Fidelity and Surety claims in the State of Oklahoma.

    Litigation Support - Tommy Michaels has had the opportunity to do complex claims analysis and negotiate large settlements totaling more than $250,000,000. He has resolved coverage issues, reconstructed decades old policies, and been involved in coverage litigation throughout the United States.

    As an expert witness, Mr. Michaels has provided deposition and trial testimony, prepared expert reports in compliance with FRCP 26(2)(B), and has been used as a Consulting Witness. He has given testimony in over 30 depositions in State and Federal Court cases as well as testimony given at trial.

    Areas of Expertise:
    • Claim Handling Standards
    • Bad Faith Conduct
    • Coverage Interpretation
    • Insurance Carrier Duties
    • Claim Settlement Negotiations
  • General Liability Insurance
  • Automobile Insurance / Uninsured Motorists
  • Homeowner's Insurance
  • Environmental Liability Insurance
  • Professional Liability Insurance
  • View Tommy Michaels' Consulting Profile.
    Check for SynapsUs
    Brian Spiegel & David Spiegel
    CR, CIEC, CMRS, CEICC, CSDS, CMCC, IICRC
    PO Box 7577
    La Verne CA 91750
    USA
    phone: 800-266-8988
    fax: 909-596-8803


    AVAILABLE NATIONALLY
    CERTIFIED RESTORERS * CERTIFIED INDOOR ENVIRONMENTAL CONSULTANTS *
    CERTIFIED MICROBIAL REMEDIATION SUPERVISORS * CERTIFIED ENVIRONMENTAL INFECTION CONTROL CONSULTANT * CERTIFIED STRUCTURAL DRYING SUPERVISOR * CERTIFIED INFRARED THERMOGRAPHERS *
    IICRC CERTIFIED MASTERS * LIC. GENERAL CONTRACTORS #299472


    SUMMARY OF EXPERIENCE

    Brian Spiegel and David Spiegel offer expert testimony and consulting services regarding smoke, water, fire, mold contamination property damage restoration, reconstruction, and construction defect related problems.

    Both have been speakers nationally and internationally on property damage restoration, construction, and mold contamination related topics. In the past at the Property Loss Research Bureau (PLRB) national mold symposium in Charlotte, North Carolina and at the Forensics Consultants Association on toxic mold litigation and mold remediation in Newport Beach, California.

    In the media Brian and David have written articles for industry trade magazines and given television and radio interviews, including one with Brian on ABC TV “Good Morning America” featuring a segment on mitigating water damage.

    CONSULTANTS AND EXPERT WITNESS
  • Mold & Bacterial Contamination
  • Construction Defects
  • Fire & Smoke Damage
  • Industry Standards of Care
  • Structural Damages
  • Water Damage
  • Sewage Backflow
  • Flooring Forensics
  • EXPERT SERVICES
  • Property Damage Contractor
  • Inspections & Formal Reports
  • Cause and Origin Investigations
  • Smoke Particulate Testing
  • Property Insurance Claims
  • Testing
  • Detailed Construction Estimates
  • Cost Damage Appraisals at Current Industry Pricing
  • Litigation Support
  • Infrared Structural Inspections
  • Concrete Moisture Testing
  • PROPERTY DAMAGE ASSESSORS
  • Residential and Commercial
  • Appraisal Process: Appraisers & Umpires
  • Contents and Structure
  • Check for SynapsUs
    Snoaspen Insurance Group, Inc.
    Paul W. Burkett, JD, CPCU, CIC, ARM,CRM, ALCM
    10775 Double R Blvd
    Reno NV 89521
    USA
    phone: 775-682-4380
    fax: 775-682-4301
    Paul-Burkett-Insurance-Expert-Photo.jpg
    Paul W. Burkett, JD, CPCU, CIC, ARM,CRM, ALCM is an Insurance and Risk Management specialist. President and CEO of Snoaspen Insurance Group, Inc., Mr. Burkett began his career as a Loss Control Representative for SAFECO Insurance Company after serving as an Officer in the United States Air Force. During his career with SAFECO, he served as a Loss Control Supervisor, Loss Control Manager, Commercial Sales Representative, Division Commercial Lines Underwriting Manager, and Regional Workers Compensation Manager.

    From Safeco Insurance Company, Mr. Burkett worked for Frank B. Hall & Company as a Vice President in charge of Risk Management Services. He was responsible for design and implementation of alternative insurance programs such as pools, self-insurance, and captives. From Frank B. Hall, Mr. Burkett assisted in establishing the Meadowbrook of Colorado office and focused on developing specialized group programs. Paul assisted in establishing TUITIONGard which specialized in coverage for private student loans provided through banks in the United States.

    Mr. Burkett currently provides litigation support services to attorneys for both Plaintiff and Defense. He has been deposed and/or testified approximately 10 rimes in the last five years.

    Areas of Expertise:
    • Insurance Company Good and Bad Faith
    • Agent / Broker Standard of Care
    • Insurance Industry Customs and Practices
    • Risk Management
    • Business Contract Insurance Clause Analysis and Application
    • Insurance Coverage Analysis
    • Insurance Claims Disputes Analysis
    View Paul Burkett's Consulting Profile.
    Check for SynapsUs
    Scott Stein, ARM
    5550 Glades Rd.
    Ste. 509
    Boca Raton FL 33431
    USA
    phone: 561-495-790
    Scott-Stein-Insurance-Expert-Photo.jpg
    Scott Stein, ARM, is an Insurance Industry Expert and Professional Liability Insurance Broker with over 24 years of experience. He has served the last 16 years as an Agency Owner preceded by 7 years at two of the world's largest insurance brokers

    Throughout his career, Mr. Stein has been negotiating and placing the broadest and most comprehensive Professional Liability Insurance with specific emphasis on Legal Malpractice Insurance and Directors and Officers cover; to also include Architects E&O, Accountant Malpractice Insurance, Employment Practice Liability Insurance, Medical Malpractice and Medical Defense coverage, and nearly every other specialty within the Professional Liability Insurance spectrum, as well as Worker's Compensation Insurance.

    Litigation Support - Mr. Stein provides expert witness services to counsel representing both plaintiff and defendant. He has been engaged in excess of 110 cases as an insurance industry expert in the past 10 years. Never disqualified or challenged as an expert by any Court, Mr. Stein has extensive deposition history and trial testimony experience. His cases involve all areas of Broker and Insurance Carrier Standards of Care and his services include depositions, Written reports, and trial testimony when necessary.

    Areas of Expertise:
    • Agent and Broker Procedures
    • Insurance Agent and Broker Liability
    • Insurance Errors and Omissions
    • Broker and Agency Standards of Care
    • Failure to Procure Insurance
    • Claims Management and Handling
    • Insurance Coverage and Placement Issues
    • Insurance Disputes-Sales Practices and Bad Faith
    • Risk Management Practices and Procedures
    • Insurance Contract Review
    • Insurance Proposals- Brokers, Agents, and Agencies
    • Umbrella Liability Exposure and Placement
    • Insurance Compliance- Brokers and Agents
    • Intermediary and Broker Procedures
    • Risk Management Analysis
    • Insurance Company Claims Management and Processing
    Check for SynapsUs
    Olie R. JolstadSCLA, FACFEI

    USA
    phone: 214-632-2788
    Olie-Jolstad-Insurance-Expert-Photo.jpg
    Olie R. Jolstad, SCLA, FACFEI, has worked in the Insurance Industry for more than 37 years. Over the span of his career, Mr. Jolstad has worked with various types of civil litigation involving coverage disputes, claims handling practices, bad faith, unfair and deceptive practices, duties and standards of care regarding the procurement of insurance. In addition, he has worked on forensic insurance policy reconstruction projects on behalf of policyholders.

    Litigation Support - Mr. Jolstad has been providing litigation support services for approximately 20 years. He has been retained as an expert witness in approximately 200 cases and has been qualified to testify in various state and federal courts. He offers services to attorneys representing both Plaintiff and Defense.

    Mr. Jolstad has been retained as an expert and consultant where insurance coverage at issue involving:
    • General Liability Insurance
    • Commercial Property Insurance
    • Commercial Property Time Element and Extra Expense Coverage
    • Builders Risk / Construction
    • Construction Wrap-Up
    • Directors & Officers / Employment Practices Liability
    • Umbrella and Excess Liability and Duty Triggering Events
    • Aviation
    • Workers' Compensation
    With specific attention focused on:
    • Insurance Industry Customs, Practices, and Standards
    • Good Faith / Bad Faith Claims Handling Practices
    • Insurance Agent and Broker Standard of Care and Duty to Procure Insurance
    • Excess and Umbrella Duties / Exhaustion
    • Excess and Surplus Lines Coverage and Claims Handling
    View Olie Jolstad's Consulting Profile.
    Check for SynapsUs
    Key Coleman, CPA, CFA, CPCU, ARe
    Director
    1600 Market Street 32nd Floor
    Philadelphia PA 19103
    USA
    phone: 215-297-2325
    Key-Coleman-Insurance-Business-Analysis-Expert-Photo.jpg
    Key Coleman, CPA, CFA, CPCU, ARe is a Director in the Insurance Disputes practice of Marcum LLP in Philadelphia. Mr. Coleman focuses on forensics, dispute analysis, damages and expert testimony in the Insurance and Reinsurance Industry. His clients include insurance companies, reinsurers and insurance attorneys.

    Professional Background - Mr. Coleman has over 25 years of experience providing business and financial analysis in the insurance and reinsurance industry. Prior to joining Marcum, he spent the bulk of his career in Chicago where he held high level positions with Grant Thornton LLP and LECG/Smart in their disputes practice. Prior to that, he was a Partner at PricewaterhouseCoopers LLP, where for more than 11 years he provided forensic and dispute analysis in matters involving insurers, reinsurers, brokers, Third Party Administrators (TPAs) and Managing General Agencies (MGAs).

    Litigation Support - Having developed skills in underwriting, claims, reinsurance and accounting, Key Coleman is often called upon to perform expert analysis relating to Damages in Insurance or Reinsurance Disputes. He is one of the few experts nationwide who holds both the CPA and the CPCU designations. Mr. Coleman performs expert testimony as an insurance economic damages expert witness both locally and nationwide. In addition, he performs inspections of MGAs, TPAs, ceding companies, and insureds.

    An abbreviated list of his insurance expert and damages specialties include:
    • Forensic Accounting and Investigations
    • Agencies, Brokers
    • Claims Analysis
    • Commercial Disputes
    • Force Placed Insurance
  • MGA Inspections
  • Reinsurance
  • Run-off, Insolvency
  • Underwriting
  • Workers’ Compensation
  • View Key Coleman's Consulting Profile.
    Check for SynapsUs
    Mary Wickens, JD, CFE
    2237 Raby Road
    East Lansing MI 48823
    USA
    phone: 248-770-4906
    Mary-Wickens-Health-Care-Fraud-Expert-Photo.jpg
    Mary Wickens, JD, CFE has over 35 years experience in the Healthcare Insurance, Managed Care, and Compliance Industry. Her experience includes advising and counseling health care providers, insurers, government contractors, and others in compliance, ethics, fraud and abuse, Medicare, Medicaid and Federal Employees Plan, managed care, and other matters.

    Background Experience - Ms. Wickens is a former compliance officer for a major health insurer and former legal and compliance specialist for a CMS Medicare Program Safeguard Contractor. Also a former operations director for government programs (Medicare Part C, Medi-gap, and FEHBP) for a major HMO, she is experienced with government audits and investigations, commercial audits, as well as self-reporting and internal investigations.

    Ms. Wickens has decades of experience as in house counsel to HMOs and health insurers. She has drafted, developed, negotiated, and implemented numerous healthcare provider-payor contracts, and developed and implemented codes of conduct, ethics programs, compliance programs and numerous corrective action plans.

    Litigation Support - Mary Wickens provides litigation support, including skilled expert services, reports and testimony in federal False Claims Act cases, arbitrations, and provider-payer disputes. She is an experienced testifying expert, responsive to the needs of counsel, with excellent report writing skills. Ms. Wickens' services are available to counsel representing both plaintiff and defendant.

    Areas of Expertise:
    • Medicare
    • False Claims Act (FCA)
    • Health Insurance
    • HMO
    • Medicare Advantage
    • Provider / Payor Disputes
    • Claims Audits and Appeals
    • Federal Employees Health Benefits Plans (FEHBP)
  • Medicare Part D
  • Government Audits
  • DME
  • Home Health Care
  • Hospice
  • Managed Care Contracting
  • Anti-Kickback Compliance
  • Self-disclosures
  • View Mary Wickens' Consulting Profile.
    4/12/2017 · Healthcare
    Health care fraud and abuse cases are often won or lost on the effective use of expert witnesses. As health care fraud cases have become more complex and technical, the scope and use of expert testimony has proliferated, and the successful use of experts is one of the lawyer's most important jobs. False Claims Act, Anti-Kickback Statute, and Stark Law cases all demand various types of experts to assist the trier of fact in understanding the nature of the case, the morass of rules at play, the evidence, and a variety of billing, valuation, contractual, technical, and compliance concepts. Increasingly, expert reports and testimony play a pivotal role in motions for summary judgment, as well as at trial. Experts also are used in "conference room litigation," such as mediations or negotiations between defense counsel and enforcement agencies. This article is the result of interviews with health care fraud litigators and expert witnesses in the field who identified their best practices to produce optimum outcomes for their clients.

    Check for SynapsUs
    Richard J. Long, P.E.
    Founder & Chief Executive Officer
    Corporate Headquarters:
    5265 Skytrail Drive
    Littleton, CO 80123-1566
    CO, FL, GA, TX, KS, NC, DC, TN, KS, NV
    USA
    phone: (303) 972-2443
    fax: (303) 200-7180
    long-international-logo.jpg
    Florida Office:
    Andrew Avalon, PE, PSP
    President
    8633 Willow Kane Court
    Orlando, FL 32835
    T: (407) 445-0825
    F: (407) 445-0821

    Long International provides expert claims analysis, dispute resolution, and project management services to the Process Plant Engineering and Construction industry worldwide. Our primary focus is on petroleum refining, petrochemical, chemical, oil and gas production, mining/mineral processing, power, cogeneration, and other process plant and industrial projects. We also have extensive experience in hospital, commercial and industrial building, pipeline, wastewater, highway and transit, heavy civil, microchip manufacturing, and airport projects.

    Richard Long Richard J. Long, PE, Founder and Chief Executive Officer of Long International has over 40 years of U.S. and international consulting experience involving construction contract disputes analysis and resolution, arbitration/litigation support and expert testimony, project management, engineering/construction management, cost and schedule control, and process engineering. He has presented and published numerous articles on the subjects of claims analysis, entitlement issues, CPM schedule and damages analyses, cumulative impact claims, and claims prevention. As an internationally recognized expert in the analysis and resolution of complex construction disputes for 30 years, Mr. Long has served as the lead expert on over 300 projects having claims ranging in size from US$100,000 to over US$2 billion.



    Andrew AvalonAndrew Avalon, PE, PSP is President of Long International and has over 30 years of engineering, construction management and claims consulting experience. He is an expert in the preparation and evaluation of construction claims, insurance claims, schedule delay analysis, arbitration/ litigation support, and dispute resolution. Mr. Avalon has prepared more than 30 CPM schedule analyses, expert witness reports, and testified in deposition, mediation, and arbitration proceedings. In addition, he has published numerous articles on the subjects of CPM schedule delay analysis and entitlement issues affecting construction claims and is a contributor to AACE® International’s Recommended Practice No. 29R-03 for Forensic Schedule Analysis. He has served as a Project Manager on numerous claims ranging in size from US$100,000 to over US$1 billion.



    W. Tom ThweattW. Tom Thweatt is a Senior Principal with Long International and has over 40 years of engineering, construction, and management consulting experience. He has extensive experience in major U.S. and international refining, chemical, petrochemical, offshore oil & gas development, pipeline, infrastructure, and thermal / hydroelectric power generation projects ranging from US$40 million to US$12 billion. He has worked extensively in projects that were executed by multi-national joint ventures on both the owner’s and the contractor’s sides. Mr. Thweatt has served on Joint Venture and Consortium Executive Committees and has participated directly in claims negotiations and settlement agreements in excess of US$100 million.

    8/2/2017 · Construction
    The Collapsed As-Built Windows Schedule Analysis (AACE® International Recommended Practice 29R-03, Method Implementation Protocol 3.9) is a modeled, subtractive, multiple-base method. It is a retrospective CPM schedule analysis which is typically used to prove entitlement for compensable delay and assess concurrency of delay within a window of time. The analysis simulates the as-built conditions within a schedule window and then delays are removed from the CPM model. If the forecasted project finish date “collapses” but-for or absent compensable delays, then entitlement for compensable time-related costs can be demonstrated. This article addresses the usage of the Collapsed As-Built Windows protocol and the advantages and disadvantages of the methodology.

    9/27/2013 · Construction
    The "discrete damages/cost variance analysis method" for quantifying construction claim damages involves the specific distribution of all costs incurred on the project rather than quantifying only certain parts of the cost or damage analysis as may be used in the other methods.

    9/4/2013 · Construction
    ABSTRACT - This paper provides guidelines to commercial construction cost engineers for the development of a plan for obtaining and utilizing subcontractor cost information for use in bidding, procurement, scheduling, change order management, and claim management. The paper is based upon personal field experience gained in cost engineering, scheduling, bidding, planning, contracting, and claim analyses.

    8/13/2013 · Construction
    A component of a construction claim often relates to the cost, quantity, and quality of the materials that the contractor installed on a project. The contractor frequently purchases these materials and agrees to install the quantities of materials on a unit price basis, i.e., a unit price that includes both the cost of the materials and the cost to install them.

    12/17/2012 · Construction
    Most construction contracts, whether they are standard or customized forms, usually contain specific provisions related expressly to the process of giving "notice." The notice generally refers to an obligation on the part of the Contractor to notify the relevant party administering the contract, normally the architect, resident engineer, or owner's representative, of a claim or change event that gives rise to possible additional entitlement for time and/or cost.

    4/13/2012 · Construction
    The equitable allocation of responsibility for project delays is essential to the resolution of many construction disputes. Contractors frequently assert that they have been delayed for reasons beyond their control. Owners often remain unconvinced that the Contractor is legitimately entitled to a time extension or delay, acceleration and loss of productivity damages.

    Check for SynapsUs
    Lieberman Financial & Consulting Services, LLC
    Maurice Lieberman, CLU, ChFC, RHU, LUTCF
    127 Diablo Vista Court
    Concord CA 94520
    USA
    phone: 925-685-5444 or 925-768-4888 (Cell)
    Maurice-Lieberman-Financial-Planning-Expert-Photo.jpg
    Maurice Lieberman, CLU, ChFC, RHU, LUTCF, has over 40 years of experience specializing in Insurance and Financial Planning.

    Mr. Lieberman holds three professional designations from the American College, Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter. He is a Life Insurance Training Council Fellow, and a member of the American College of Financial Services Professionals, Forensic Expert Witness Association, and the American College of Forensic Examiners International.

    Background Experience - Mr. Lieberman started as an insurance agent for Metropolitan Life and then advanced in his career to manage brokers. He successfully built agencies for Aetna, and Principal Financial Group. He was later promoted to Regional Director for New England Financial, and CSAA Life. Over the years he mentored hundreds of insurance agents, brokers, financial planners and agency managers to build their own successful careers and agencies. He was also a member of the Million Dollar Round Table and utilized his selling and management experience to train insurance agents, brokers and financial planners in advanced areas of estate, business insurance, and financial planning.

    Litigation Support - . Mr. Lieberman has utilized his financial planning and insurance industry knowledge to consult with attorneys for over the past 12 years. He consults with attorneys and assists council in trial preparation regarding issues of life insurance and annuity coverage analysis, coverage disputes, and company practices. He has been called upon to be an expert witness in insurance litigation cases for both plaintiff and defendant.

    Areas of Expertise:
    • Life Insurance Coverage Analysis
    • Annuity Coverage Analysis
    • Coverage Disputes
    • Company Practices
    • Life Insurance Products and Services
  • Contract Analysis
  • Regulations
  • Compliance
  • Best Practice Principles
  • Life Insurance Underwriting Procedures
  • View Maurice Lieberman's Consulting Profile.
    Check for SynapsUs
    Jim Leatzow
    President
    1265 Pine Isle Road
    Three Lakes WI 54562
    USA
    phone: 715-546-3300
    fax: 715-546-4445
    jim_leatzow_photo.jpg
    Jim Leatzow has 36 years of "hands-on" practical, property / casualty insurance agency experience. Leatzow has literally worn "every hat there is to wear in the P/C insurance business.

    He provides expert & arbitration services nationally & internationally with no charge for travel time. He is articulate, efficient & equally comfortable within the U.S. & in foreign venues.

    His experience includes:
  • 36 years of insurance industry experience
  • 30 years as a national, property/casualty insurance agency owner
  • 26 years as a national, property/casualty Managing-Underwriting General Agent MGA
  • 21 years as a national, Third Party Administrator (TPA) insurance/construction claim handler
  • 16 years as an active Reinsurance Company officer
  • Certified insurance & reinsurance arbitrator (U.S. / U.K. / Bermuda)
  • Certified commercial arbitrator globally (Chartered Institute of Arbitrators U.K.)
  • Licensed nation-wide for 25 years until 2005 (agency sold)
  • Recognized for the quality of his Rule 26 Reports on complex cases
  • History of representing both plaintiff & defense
  • No charge for travel time "coast to coast"
  • Leatzow's specialties include:

    Agent-Broker-Agency-MGA standard of care / Bad Faith / Broker E&O Claims / Coverage / Insurance placement / Agent - Broker custom & practice / Surety / Professional Liability / Adjudicating construction industry E&O claims / E&O / D&O / Claims-made coverage / Fronting / Claims-made trigger / Surplus Lines coverage / "Program" business / Underwriting / Licensing / Claims handling standard of care / Property / General Liability / Premises Liability / Products Liability / Off-shore placements / Arbitration
    Check for SynapsUs
    Mitchell Lathrop, JD, C.Arb, FCIArb
    600 W. Broadway
    Suite 500
    San Diego CA 92101
    USA
    phone: 619-985-8262
    fax: 619-226-2762
    Mitchell L. Lathrop, C.Arb., FCIArb has over 45 years of experience in the practice of law, and specialized knowledge in Insurance, Reinsurance, and Lawyers' Professional Responsibility. For the past 30 years, Mr. Lathrop has served as a Mediator, Arbitrator and Expert Witness in his fields of expertise. A seasoned trial lawyer, he brings his many years of practice to alternative dispute resolution.

    Mr. Lathrop is admitted to practice in California, New York and the District of Columbia, as well as before the U.S. Supreme Court and the U.S. Courts of Appeals for the Second, Fifth, Ninth, Tenth, District of Columbia and Federal Circuits. He is also admitted in the U.S. District Courts for the Northern, Eastern, Central and Southern Districts of California, the Northern, Southern, Eastern and Western Districts of New York, the Eastern District of Michigan, the Southern District of Texas, and the District of Columbia. Mr. Lathrop is a former Presiding Referee of the California State Bar Court.

    Mr. Lathrop, Chartered Arbitrator and Fellow of the Chartered Institute of Arbitrators, is available as a neutral or counsel for domestic and international arbitrations. He serves on the National Panel of the American Arbitration Association and is a Distinguished Neutral of the International Institute for Conflict Prevention and Resolution (CPR), and a Certified Arbitrator of the AIDA Reinsurance and Insurance Arbitration Society - US (ARIAS-US). Mr. Lathrop is a member of the London Court of International Arbitration and also serves on the panels of arbitration organizations in Australia, Austria, Dubai, Egypt, India, Japan, Maylasia and Switzerland.

    Areas of Expertise:
    • Reinsurance Law - Property and Casualty insurance
    • Life, Accident and Health Insurance
    • Treaty and Facultative Reinsurance
    • Environmental Insurance
    • Coverage Issues
    • Lawyers' Professional Responsibility
    Mitchell L. Lathrop
    Whether you represent the insurer or the insured, the potential costs can run into the millions if your client is found liable. To help you effectively represent your client, this comprehensive, two-volume treatise will walk you through the complexities of environmental insurance coverage.
    Check for SynapsUs
    Guy O. Kornblum
    1388 Sutter Street
    Suite 505
    San Francisco CA 94109
    USA
    phone: 415-440-7800 x2226
    fax: 415-440-7898
    Guy-Kornblum-Insurance-Claims-Practices-Expert-Photo.jpg
    Guy O. Kornblum has specialized as a Trial and Appellate Lawyer for 40 years. He has handled over 4,000 litigated matters to conclusion and has several million dollar cases to his credit. Mr. Kornblum has represented hundreds of clients, small businesses, individuals, and large Fortune 500 corporations during his 40 plus years of practice. He is highly regarded for his courtroom and appellate skills, and his representation of his clients in mediations, where he has a strong track record of successful settlements.

    Litigation Support - Mr. Kornblum serves as a mediator and expert witness and has qualified as an expert in federal and state court. His testimony on insurance claims handling was cited by a California Court of Appeal in upholding a jury verdict in favor of a plaintiff in an insurance bad faith case.

    Expertise Includes:
    • Insurance Company Claims Practices - personal and commercial, property and casualty, employment coverage, director‘s and officer‘s coverage, professional liability coverage, general commercial coverage, life, health and disability insurance, bad faith, serious personal injury, professional liability, real estate, employment matters, and fraud claims involving employee welfare benefit plans, wrongful death, and actions claiming punitive damages
    • Standard of Care in Legal Malpractice Cases Involving Civil Litigation Issues
    • Case Settlement Value
    Mr. Kornblum is Certified in Civil Trial Advocacy and Civil Pretrial Practice Advocacy by the prestigious National Board of Trial Advocacy, and is a Fellow, American College of Board Certified Attorneys. He is also a Life Member of the Multi-Million Dollar and Million Dollar Advocate’s Forum, for those attorneys who have achieved multi-million dollar awards or settlements for their clients.

    Mr. Kornblum is also a Charter Fellow in the Litigation Counsel of America Trial Lawyer Honorary, a Platinum Member of The Verdict Club, recognizing his “professional excellence in litigation,” and a Legends Society “Top Lawyer” in the personal injury field, and a Silver Member of the Elite Lawyers of America. He has been selected as a Super Lawyer each year since 2006.

    View Guy Kornblum's Consulting Profile.
    Guy O. Kornblum
    A Guide For Those Who Are Victims of Wrongdoing Resulting in Injury or Death
    Guy O. Kornblum
    This book serves as a comprehensive guide to effective settlement techniques in the context of personal injury litigation. It helps you determine a settlement amount, choose the most appropriate form of settlement, and work with clients, mediators, and others to get the best settlement.
    Guy O. Kornblum, William A. Cerillo
    Written by renowned experts, this practical book details analysis and litigation of causalty policies. Explains specific insurance coverage for intellectual property claims, advertising injury, environmental losses, personal injury in business claims and duty to defend. Contains step-by-step strategies for insurance litigation and discusses how to use experts and investigators. Includes a copious amount of useful checklists and practice tips from expert litigator
    < 1 2 3 >