Navigating Ethical Boundaries in Insurance Coverage Disputes: Insights for assigned counsel, coverage counsel, and adversarial insurer counsel

Dan Schiavetta
Dan Schiavetta | Russo & Gould, LLP

Dan Schiavetta, Jr. (currently of Counsel to Russo & Gould, LLP, New York, N.Y.) spent twenty years defending Catholic institutions in sexual abuse lawsuits.

On-Demand: August 21, 2023
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2 hour CLE
Tuition: $195
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Program Summary

In an insurance dispute, the attorneys are often pulled in different directions. They have a duty of loyalty to their clients, which may be the insured, or the insurer, and the duties may conflict. They also have the duty to prevent disclosure of confidential information by either the insured or the insurer. This presentation provides a brief overview of the relationships between assigned and coverage counsel, and in adversarial litigation such as rescission or disclaimer actions how the attorneys should protect their clients by identifying the issues which are and are not in play.

Key topics to be discussed:

  • What assigned counsel, coverage counsel and counsel for an adversarial insurer can and cannot talk about
  • What materials can and cannot be exchanged
  • Recent and relevant case law
  • The mechanics of including underlying counsel in a coverage dispute without violating ethical guidelines

Date / Time: August 21, 2023

Closed-captioning available

Speakers

Dan-Schiavetta,-Jr._Russo-&-Gould-LLP_myLawCLEDan Schiavetta | Russo & Gould, LLP

Dan Schiavetta, Jr. (currently of Counsel to Russo & Gould, LLP, New York, N.Y.) spent twenty years defending Catholic institutions in sexual abuse lawsuits. He is admitted in New York, New Jersey, and all related federal courts. He has also given a number of live presentations and webinars on insurance coverage, electronically stored information in litigation, and defense of nursing homes; and is on the CPLR Committee of the New York State Bar Association.

Agenda

I. What assigned counsel, coverage counsel and counsel for an adversarial insurer can and cannot talk about | 12:00pm – 12:30pm

II. What materials can and cannot be exchanged | 12:30pm – 1:00pm

Break | 1:00pm – 1:10pm

III. Recent and relevant case law | 1:10pm – 1:40pm

IV. The mechanics of including underlying counsel in a coverage dispute without violating ethical guidelines | 1:40pm – 2:10pm

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