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Mini-Med School for Lawyers (2026 Edition)

Attorneys learn physician expert selection, medical anatomy basics, neurosurgical procedures, and AI considerations for healthcare litigation cases.

2026-03-13 14:00:00

Program Details

2026-03-13 14:00:00

Program Details

2026-03-13 14:00:00

Over 1,000+ webinars

2026-03-13 14:00:00

Course Overview

Medical-Legal Expertise for Attorney Success

2026-03-13 14:00:00

Participants will learn expert witness selection strategies, essential anatomy terminology, and AI compliance requirements for medical cases. These skills enable effective communication with medical experts and persuasive jury presentations.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Expert Selection
Prioritize communication skills and jury connection over credentials alone.
02
Anatomy Basics
Understanding anatomical planes and directional terms helps attorneys sound credible.
03
Informed Consent
Proper documentation must include specific risks, benefits, and alternatives discussed.
04
AI Compliance
Local rules require certification when generative AI is used in submissions.
05
Illustrative Aids
Simple diagrams alongside medical images help juries understand complex concepts.
06
Standard of Care
Complications are inherent surgical risks, not deviations from standard of care.

Program schedule

clock 10:00 am - 10:20 am EST

Nervous System and Skeletal Anatomy Fundamentals

This session covers essential anatomical knowledge including the central and peripheral nervous systems, anatomical planes, and directional terminology. Participants will learn how understanding anatomy helps attorneys sound credible, identify medical record errors, and communicate effectively with experts.

Rachel V. Rose.Rachel V. Rose.
Jim KofordJim Koford
clock 10:20 am - 10:40 am EST

Common Neurosurgical Procedures and Medical Documentation

Explore frequently encountered procedures including anterior cervical discectomy, posterior cervical fusion, vertebroplasty, and brain aneurysm treatments. The session also addresses proper informed consent documentation and distinguishing complications from deviations in standard of care.

Rachel V. Rose.Rachel V. Rose.
Jim KofordJim Koford
clock 10:40 am - 11:00 am EST

Expert Witness Selection and Legal Framework

Learn critical factors for selecting physician expert witnesses, emphasizing communication skills and jury connection over credentials alone. This session covers state-specific requirements, Federal Rules of Civil Procedure, and the amended Daubert standard under FRE 702.

Rachel V. Rose.Rachel V. Rose.
Jim KofordJim Koford
clock 11:10 am - 11:40 am EST

GenAI in Legal Proceedings and Rule Changes

Examine court-related pitfalls of AI-generated content, including cases with hallucinated citations that led to dismissals and disqualifications. Review proposed Federal Rule of Evidence 707, local court rules on AI disclosure, and compliance requirements to avoid sanctions.

Rachel V. Rose.Rachel V. Rose.
Jim KofordJim Koford
clock 11:40 am - 12:10 pm EST

AI Applications in Clinical and Legal Settings

Discover appropriate and inappropriate uses of AI as a research tool versus authoritative source in medical and legal contexts. This session addresses Texas Senate Bill 1188, HIPAA implications for AI training data, and practical recommendations for responsible AI utilization.

Rachel V. Rose.Rachel V. Rose.
Jim KofordJim Koford
Rachel V. Rose.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Jim Koford

Jim Koford

Wurz Financial Service

Rachel V. Rose.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Rachel V. Rose, JD, MBA has a unique background in healthcare, securities, cybersecurity, and international law. For over a decade, her practice has focused on transactional, compliance, and litigation matters related to cybersecurity, health care, securities, and Dodd-Frank/False Claims Act whistleblower claims.

Education & Credentials

MBA with minors in healthcare and entrepreneurship from Vanderbilt University, law degree from Stetson University College of Law, and an Executive Certification in Leadership and Negotiation from Harvard Law School.

Recognition & Leadership

Named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare), National Trial Lawyers Association's Top 100, SuperLawyers (healthcare), and 1st Healthcare Compliance's 2019 and 2022 Top Presenter. Extensively published, sought-after presenter, and quoted expert. Co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations?, as well as various chapters in legal and medical books.

Professional Involvement

Affiliated Member with Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics.

Experience

Worked on Capitol Hill when HIPAA passed in 1996 and at HHS in 2009 when the HITECH Act was being implemented. Has conducted HIPAA Risk Analyses for domestic and international organizations and represented persons related to government enforcement inquiries and responses on cybersecurity and healthcare related matters.
Jim Koford

Jim Koford

Wurz Financial Service

James Koford, CFP®, RICP®, TPCP®, is the Lead Financial Planner at Wurz Financial Services, and is located near Tampa, Florida. He focuses on tax planning, retirement planning, and investment management, and taxes a planning-first approach that brings structure, clarity, and confidence to clients’ financial lives. James translates complex financial decisions into practical strategies that align investments, cash flow, tax planning, and long-term goals within a cohesive framework. Prior to his current role, he built a diverse career spanning financial planning, investment management, financial education, portfolio strategy, and long-term client relationship management.

Education & Credentials

James has been a CERTIFIED FINANCIAL PLANNER™ professional since 2014. He also holds the Retirement Income Certified Professional (RICP®) credential and is one of just a few hundred financial planners to hold the Tax Planning Certified Professional (TPCP®) designation. He earned both his Master of Business Administration and his Bachelor’s degree from the University of South Florida.

Recognition & Leadership

At Wurz Financial Services, James serves as Lead Financial Planner and is known for a thoughtful, disciplined planning process centered on clients’ values, behavior, and sound analysis. Earlier in his career, he contributed to the financial planning profession as an editor at Kitces.com, helping shape widely read industry content on best practices and advisor development.

Professional Involvement

James is affiliated with the CFP Board and is a member of the National Association of Personal Financial Advisors (NAPFA). He is committed to helping his clients achieve their financial goals.

Experience

James’s professional background includes direct advisory work with clients, portfolio strategy support, financial education, and long-term client relationship management. His experience spans translating complex planning issues into practical strategies that integrate investments, cash flow, tax considerations, and long-term goals. He works with clients navigating career transitions, retirement preparation, and broader financial life planning decisions.
Rachel V. Rose.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Rachel V. Rose, JD, MBA has a unique background in healthcare, securities, cybersecurity, and international law. For over a decade, her practice has focused on transactional, compliance, and litigation matters related to cybersecurity, health care, securities, and Dodd-Frank/False Claims Act whistleblower claims.

Education & Credentials

MBA with minors in healthcare and entrepreneurship from Vanderbilt University, law degree from Stetson University College of Law, and an Executive Certification in Leadership and Negotiation from Harvard Law School.

Recognition & Leadership

Named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare), National Trial Lawyers Association's Top 100, SuperLawyers (healthcare), and 1st Healthcare Compliance's 2019 and 2022 Top Presenter. Extensively published, sought-after presenter, and quoted expert. Co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations?, as well as various chapters in legal and medical books.

Professional Involvement

Affiliated Member with Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics.

Experience

Worked on Capitol Hill when HIPAA passed in 1996 and at HHS in 2009 when the HITECH Act was being implemented. Has conducted HIPAA Risk Analyses for domestic and international organizations and represented persons related to government enforcement inquiries and responses on cybersecurity and healthcare related matters.
Jim Koford

Jim Koford

Wurz Financial Service

James Koford, CFP®, RICP®, TPCP®, is the Lead Financial Planner at Wurz Financial Services, and is located near Tampa, Florida. He focuses on tax planning, retirement planning, and investment management, and taxes a planning-first approach that brings structure, clarity, and confidence to clients’ financial lives. James translates complex financial decisions into practical strategies that align investments, cash flow, tax planning, and long-term goals within a cohesive framework. Prior to his current role, he built a diverse career spanning financial planning, investment management, financial education, portfolio strategy, and long-term client relationship management.

Education & Credentials

James has been a CERTIFIED FINANCIAL PLANNER™ professional since 2014. He also holds the Retirement Income Certified Professional (RICP®) credential and is one of just a few hundred financial planners to hold the Tax Planning Certified Professional (TPCP®) designation. He earned both his Master of Business Administration and his Bachelor’s degree from the University of South Florida.

Recognition & Leadership

At Wurz Financial Services, James serves as Lead Financial Planner and is known for a thoughtful, disciplined planning process centered on clients’ values, behavior, and sound analysis. Earlier in his career, he contributed to the financial planning profession as an editor at Kitces.com, helping shape widely read industry content on best practices and advisor development.

Professional Involvement

James is affiliated with the CFP Board and is a member of the National Association of Personal Financial Advisors (NAPFA). He is committed to helping his clients achieve their financial goals.

Experience

James’s professional background includes direct advisory work with clients, portfolio strategy support, financial education, and long-term client relationship management. His experience spans translating complex planning issues into practical strategies that integrate investments, cash flow, tax considerations, and long-term goals. He works with clients navigating career transitions, retirement preparation, and broader financial life planning decisions.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.4
NM2.0
NV2.0
NY2.0
OH2.0
OK2.0
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

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MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Pending
Iowa
Pending
Kansas
Approved
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Approved
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Approved
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs