Personal Injury: Communication, Documentation, and Trial Success for Associates, and Paralegals

Joshua Offenhartz
Joshua Offenhartz | Kahana & Feld LLP

Joshua Offenhartz is the Arizona Managing Partner with Kahana Feld, a Kahana Feld is a full-service law firm with offices throughout the United States.

On-Demand: January 23, 2025

2 hour CLE

Tuition: $195.00
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Program Summary

This 2-hour CLE program provides practical insights and actionable strategies for attorneys handling personal injury cases. The program focuses on effective communication techniques with clients, medical providers, expert witnesses, insurance adjusters, and lienholders, emphasizing common do's and don'ts to foster successful case management, it will also cover comprehensive document collection and review processes, offering detailed checklists and guidance on drafting pleadings and motions with sample templates.

Finally, it will delve into managing discovery tasks and preparing for trial, including tips on organizing discovery requests, assisting with depositions, and enhancing trial preparation through exhibit management, witness lists, and courtroom logistics. This program equips attorneys with the tools to streamline case handling and maximize case outcomes.

Key topics to be discussed:

  • Effective Communication Strategies in Personal Injury Cases
  • Document Collection, Review, and Drafting Pleadings
  • Managing Discovery and Trial Preparation

Closed-captioning available

Speakers

Joshua Offenhartz_myLawCLEJoshua Offenhartz | Kahana & Feld LLP

Joshua Offenhartz is the Arizona Managing Partner with Kahana Feld, a Kahana Feld is a full-service law firm with offices throughout the United States. The firm has a dynamic presence throughout the country, employing more than 90 attorneys and 200 employees across 13 locations throughout the United States. Kahana Feld is quickly becoming one of America’s top law firms. The firm’s rapid growth is a testament to a culture of innovation and collaboration. KF successfully represents its clients in all types of legal matters and disputes, including multi-party, complex litigation matters involving construction defects, construction site accidents, entertainment and hospitality claims, automobile and trucking accidents, environmental claims, business law, employment law, insurance coverage and bad faith, as well as most other types of general civil litigation.

Offenhartz is a litigator and business lawyer who is a trusted advisor to companies on legal issues affecting their operations. Josh represents clients in the agriculture, construction, e-commerce, finance, medical, real estate, and culinary industries. He also serves as outside counsel for several small, medium, and growing businesses that need day-to-day legal advice for their growing companies. Josh takes pride in solving problems and loves working with entrepreneurs and business owners. He is detail-oriented and believes in providing his clients with a very thorough investigation and evaluation of their case to ensure an accurate assessment of risks and the best possible outcome. These skills combined with Josh’s private-sector experience make him an ideal attorney for businesses seeking a solutions-based attorney who can navigate the intersection of business and law.

Josh believes in giving back to the community. He is a member of a local school board’s Financial Advisory Board and a board member of the Jewish National Fund. He supports the Phoenix Art Museum as a member of the Men’s Art Council and helps others by volunteering with Big Brothers and Big Sisters of Arizona, the Saint Mary’s Food Bank, and the Wounded Warrior Project.

Outside of work Josh enjoys spending time with family. He is also a passionate sports fan, amateur cinephile, and he teaches a class for teens that promotes leadership, civic engagement, and philanthropy.

Agenda

I. Effective Communication Strategies in Personal Injury Cases | 1:00pm – 1:30pm

  • Communication do’s and don’ts
    • Clients
    • Medical providers
    • Expert witnesses and consultants
    • Insurance adjusters
    • Lienholders and recovery agents

II. Document Collection, Review, and Drafting Pleadings | 1:30pm – 2:00pm

  • Document collection and review checklists
    • Accident reports and investigation documents
    • Witness statements and expert reports
    • Medical records, bills, and reports
    • Insurance policies and correspondence
    • Employment and income loss documentation
    • Expert reports and opinions
    • Drafting pleadings and motions (with samples)
    • Key components and examples to streamline drafting

Break | 2:00pm – 2:10pm

III. Managing Discovery and Trial Preparation | 2:10pm – 3:10pm

  • Managing discovery tasks and deadlines
    • Initiating and responding to discovery requests
    • Document management and organization tips
    • Assisting with depositions
  • Trial preparation: How you can add value
    • Preparing trial exhibits and demonstrative evidence
    • Drafting witness and exhibit lists
    • Preparing trial notebooks for reference during proceedings
    • Assisting with trial logistics and courtroom preparation

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hours

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hours

Maryland

No MCLE Required
2 CLE Hours

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for Self-Study Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General Minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Approved for CLE Credits
2 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Approved for Self-Study Credits
2 General

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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