November 14-15, 2013
of Negotiating a Lead
Case
Kelly J. Mikullitz, Esq.
Presented by:
O’Connell & Aronowitz
54 State Street
Albany, NY 12207
5...
Strength of Liability
• Notice
• Improper or Delayed
Abatements
• “Problem” Landlord
Damages
• Blood lead level
• Chelation
• Exposure
• School and Medicals
• Expert reports
Confounding Factors
• Preexisting injuries
• Family history
• Child Protective Services
Problem Plaintiffs
• Convictions
• Substance abuse
• School
• Employment
Other Considerations Affecting
Value
• Representing Multiple
Plaintiffs
• Representing Multiple
Defendants
Insurance Adjusters vs. Defense
Attorney
• Prior relationships
• Negotiation style
• Knowledge / Experience
Formal vs. Informal
• Informal conversations /meetings
• Formal demands or offers
Know the Insurance Coverage FIRST!
• Obtain Insurance Policy
• Definitions
• Anti-stacking language
• Verbal or written
am...
Final Preparation
• Determine settlement goals
• Obtain authority
Negotiations
• Maintain credibility
• Discuss liability / injuries
• Respond to adversary’s
criticisms
• Discuss risks to ...
Documentation
• Document everything
•
•
•
•

Every discussion
Every question
Every demand
Every offer
Conditions
• Agree to conditions of
settlement early on
• Liens
• Confidentiality
• Structured settlements
Demands
• Be reasonable
• No ultimatums
• Request thatdemand(s) be
conveyed to defendant
• Document everything
Have Patience
• Few cases settle in one
negotiation
• Keep your adversary’s
attention
• Settlement attempts
and delays
Low Offers or No Offers
• Be patient
• Do not shut down
negotiations
• React appropriately
• Document efforts to
resolve
•...
Benefits
•
•
•
•
•

Fresh set of eyes
Jury perspective
Success rate
Cost
Confidential
Finalizing
• Immediately document
settlement amounts /
conditions
• Confirming letters
The Law Offices of Frank F. Daily, P.A.
11350 McCormick Road
Executive Plaza III, Suite 704
Hunt Valley, Maryland 21031
Negotiation

Evaluation
•

•

How much?
When?
•
•
•

•

Liability
Damages
Coverage
Other factors
•

Who's the boss?

•

Remember who is the client!
•
•

•

Split allegiance
Allstate Insurance Co. v. Campbell, 334 Md. 38...
Liability
Considerations
•

Very bad

•

Very
good
•
•
•

lead levels
educational issues
occupational issues
•

Amount - enough to cover verdict?

•

Erosion/Impairment of policy

•

"Gaps" in Coverage
•

Penn National Mutual Casua...
•
•

Appropriate figure?
Implications of settlement
Large Settlement

Small Settlement
•

Terms/Type of
Release

•
•

Confidentiality
Structure

•

Liens (Beware!)

•

Discuss terms with
opposing counsel!
Kelly Mikullitz
O’Connell &Aronowitz

Frank F. Daily
Law Office of Frank Daily, P.A.











Kelly Mikullitz
O'Connell &Aronowitz
518.462.5601
kmikullitz@oalaw.com
Frank Daily
Law Offices of Frank...
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
7 b the fine art of negotiating a lead case hb lead-conf
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7 b the fine art of negotiating a lead case hb lead-conf

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HB Litigation Conferences Lead Litigation 2013

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7 b the fine art of negotiating a lead case hb lead-conf

  1. 1. November 14-15, 2013
  2. 2. of Negotiating a Lead Case Kelly J. Mikullitz, Esq. Presented by: O’Connell & Aronowitz 54 State Street Albany, NY 12207 518-462-5601 www.oalaw.com
  3. 3. Strength of Liability • Notice • Improper or Delayed Abatements • “Problem” Landlord
  4. 4. Damages • Blood lead level • Chelation • Exposure • School and Medicals • Expert reports
  5. 5. Confounding Factors • Preexisting injuries • Family history • Child Protective Services
  6. 6. Problem Plaintiffs • Convictions • Substance abuse • School • Employment
  7. 7. Other Considerations Affecting Value • Representing Multiple Plaintiffs • Representing Multiple Defendants
  8. 8. Insurance Adjusters vs. Defense Attorney • Prior relationships • Negotiation style • Knowledge / Experience
  9. 9. Formal vs. Informal • Informal conversations /meetings • Formal demands or offers
  10. 10. Know the Insurance Coverage FIRST! • Obtain Insurance Policy • Definitions • Anti-stacking language • Verbal or written amendments
  11. 11. Final Preparation • Determine settlement goals • Obtain authority
  12. 12. Negotiations • Maintain credibility • Discuss liability / injuries • Respond to adversary’s criticisms • Discuss risks to Defendant • Elicit value • Admit confounding factors • Make concessions
  13. 13. Documentation • Document everything • • • • Every discussion Every question Every demand Every offer
  14. 14. Conditions • Agree to conditions of settlement early on • Liens • Confidentiality • Structured settlements
  15. 15. Demands • Be reasonable • No ultimatums • Request thatdemand(s) be conveyed to defendant • Document everything
  16. 16. Have Patience • Few cases settle in one negotiation • Keep your adversary’s attention • Settlement attempts and delays
  17. 17. Low Offers or No Offers • Be patient • Do not shut down negotiations • React appropriately • Document efforts to resolve • Continue to litigate
  18. 18. Benefits • • • • • Fresh set of eyes Jury perspective Success rate Cost Confidential
  19. 19. Finalizing • Immediately document settlement amounts / conditions • Confirming letters
  20. 20. The Law Offices of Frank F. Daily, P.A. 11350 McCormick Road Executive Plaza III, Suite 704 Hunt Valley, Maryland 21031
  21. 21. Negotiation Evaluation
  22. 22. • • How much? When?
  23. 23. • • • • Liability Damages Coverage Other factors
  24. 24. • Who's the boss? • Remember who is the client! • • • Split allegiance Allstate Insurance Co. v. Campbell, 334 Md. 381, 639 A.2nd 652 (1993). What is best for the client?
  25. 25. Liability Considerations • Very bad • Very good
  26. 26. • • • lead levels educational issues occupational issues
  27. 27. • Amount - enough to cover verdict? • Erosion/Impairment of policy • "Gaps" in Coverage • Penn National Mutual Casualty Insurance Co. v. Roberts, et al., 668 F.3rd 106 (2012) • Other Litigation - More Erosion? • Notice to Client and Input from client
  28. 28. • • Appropriate figure? Implications of settlement Large Settlement Small Settlement
  29. 29. • Terms/Type of Release • • Confidentiality Structure • Liens (Beware!) • Discuss terms with opposing counsel!
  30. 30. Kelly Mikullitz O’Connell &Aronowitz Frank F. Daily Law Office of Frank Daily, P.A.
  31. 31.         Kelly Mikullitz O'Connell &Aronowitz 518.462.5601 kmikullitz@oalaw.com Frank Daily Law Offices of Frank F. Daily P.A 410.584.9443 frank@frankdailylaw.com

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