Smooth Sailing Eclipses Choppy Waters: Navigating insurance law ethical issues successfully

Frederic J. Giordano
Frederic J. Giordano
K&L Gates LLP

Fred Giordano focuses his practice on insurance recovery and counseling, complex civil and commercial litigation, and arbitration.

Jennifer Thiem
Jennifer Thiem
K&L Gates LLP

Jennifer Thiem is a partner in the firm's Charleston office. Her practice focuses on complex commercial litigation and insurance and risk management counseling.

On-Demand: January 17, 2024
This class is included in the myLawCLE All-Access Pass

Subscribe to myLawCLEs All-Acces Pass...
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

1 hour CLE
Tuition: $95
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

Interactions between policyholders, their insurers, and attorneys implicate significant ethical issues. This session will address ethical issues that arise routinely in the course of the relationship between insureds, insurers, defense counsel, and coverage counsel. We will share real-world examples and highlight areas of particular focus, including the tripartite relationship between insurer, insured, and defense counsel; control of the defense; reservation of rights letters; independent counsel; privilege issues; and the duty of good faith and fair dealing. We will help insurance law practitioners to identify these issues as well as recommend best practices for managing them.

Key topics to be discussed:

  • Tripartite relationship between insurer, insured, and defense counsel
  • Control of the defense
  • Reservation of rights letters
  • Independent counsel
  • Privilege issues
  • The duty of good faith and fair dealing

Date / Time: January 17, 2024

Closed-captioning available

Speakers

Frederic J. Giordano_myLawCLEFrederic J. Giordano | K&L Gates LLP

Fred Giordano focuses his practice on insurance recovery and counseling, complex civil and commercial litigation, and arbitration.

Fred’s goal is to help his clients achieve their goals. His insurance coverage practice is limited to representing policyholders. On the front side, he helps clients assess their risks and evaluate potential insurance coverage before claims arise. He reviews insurance policies and programs and advises clients regarding the scope of their existing coverage and implementing potential improvements. He works closely with a policyholder’s insurance broker, as appropriate, and has helped draft custom policy language. When claims do arise, Fred helps clients maximize their insurance recovery by negotiating, mediating, litigating, or arbitrating as necessary. Once engaged, Fred collaborates with his clients and seeks the best and most efficient results for their businesses. Often, such results can be achieved through negotiation, but Fred litigates and arbitrates to protect his clients’ rights and interests when insurers are unwilling to resolve claims fairly and equitably.

Fred has litigated, arbitrated, and counseled clients with respect to claims under a wide variety of insurance policies, including representations and warranties, private equity fund management liability, management and professional liability, directors and officers liability, errors and omissions liability, fiduciary liability, workers’ compensation and employers liability, commercial general liability, business owners, commercial automobile, and owner-controlled insurance programs (OCIPs). Among other things, he has secured insurance coverage for clients for informal US Securities and Exchange Commission (SEC) inquiries, formal and informal SEC investigations, class action securities lawsuits, derivative actions, and lawsuits alleging property damage, serious bodily injury, and construction defects. He also has handled disputes for coverage under homeowners’, builders’ risk, and property policies, including Superstorm Sandy claims.

Fred further helps companies implement effective risk transfer. He has drafted, reviewed, and revised many contractual insurance procurement and indemnification provisions. He has particular experience with respect to the impact of anti-indemnity statutes and case law that limits the scope of indemnification for construction claims in many jurisdictions.

Fred also litigates and arbitrates a variety of other civil and commercial matters. By way of example, he has handled disputes over BPaaS software services, warehouse lending facilities and other loans, liens, construction defects, defective products, fraud, consumer fraud, and multiple types of breach of contract. He has arbitrated numerous cases involving breaches of agreements to purchase real property and defended developers, builders, and product manufacturers in personal injury and property damage actions.

Finally, Fred has published and lectured on, and continues to speak and write about, numerous insurance and indemnity-related topics. He served as Chair of the Insurance Law Section of the New Jersey State Bar Association for the 2017-2018 term.

 

Jennifer Thiem_myLawCLEJennifer Thiem | K&L Gates LLP

Jennifer Thiem is a partner in the firm’s Charleston office. Her practice focuses on complex commercial litigation and insurance and risk management counseling.

In her commercial litigation practice, Jennifer has represented a diverse group of clients as plaintiffs and defendants in both state and federal courts. Jennifer has represented clients with a variety of cases, including claims for fraud, negligent misrepresentation, trademark infringement, breach of contract, breach of fiduciary duty, tortious interference with contract, deceptive trade practices and trade secret misappropriation. She also has experience in real estate litigation, including lease disputes, foreclosures and other real estate disputes relating to financial services.

Jennifer also provides insurance and risk management counseling for commercial policyholders. Jennifer has counseled clients with respect to coverage or potential claims under a variety of insurance policies, including general liability, directors and officers liability, professional liability, representations and warranties and commercial property. With respect to representations and warranties insurance, Jennifer works collaboratively with deal counsel to represent publicly and privately-held companies in the placement and negotiation of representations and warranties insurance policies. After closing, Jennifer also assists clients pursue claims under their representations and warranties insurance policies and contractual indemnification claims against sellers.

Agenda

I. Tripartite relationship between insurer, insured, and defense counsel | 12:00pm – 12:10pm

II. Control of the defense | 12:10pm – 12:20pm

III. Reservation of rights letters | 12:20pm – 12:30pm

IV. Independent counsel | 12:30pm – 12:40pm

V. Privilege issues | 12:40pm – 12:50pm

VI. The duty of good faith and fair dealing | 12:50pm – 1:00pm

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Register Now

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Preview
More CLE Webinars
Trending CLE Webinars
The Corporate Transparency Act Reporting Obligations
The Corporate Transparency Act Reporting Obligations
Law Offices of Jonathan H. (Jason) Warner, P.A.
On-Demand
IRS Penalty Abatement Made Easy
IRS Penalty Abatement Made Easy
Green & Sklarz, LLC
On-Demand
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition) Wed, October 23, 2024
On-Demand
Live Replay
Revocable Living Trusts from Start to Finish (2024 Edition)
Revocable Living Trusts from Start to Finish (2024 Edition) Wed, October 30, 2024
On-Demand
Live Replay
Lawyers Serving on Boards
Lawyers Serving on Boards Thu, October 17, 2024
On-Demand
Live Replay
Essential Accounting Principles Every Attorney Should Know
Essential Accounting Principles Every Attorney Should Know
LaPorte CPAs & Business Advisors
On-Demand
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics) Fri, October 18, 2024
On-Demand
Live Replay
Tax Opportunity Zones (2024 Edition)
Tax Opportunity Zones (2024 Edition)
Blank Rome LLP
On-Demand
Litigating Libel and Defamation Cases
Litigating Libel and Defamation Cases
Callahan & Blaine, APLC.
On-Demand
Will Drafting 101 (2024 Edition)
Will Drafting 101 (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Federal Indian Law 101 (2024 Edition)
Federal Indian Law 101 (2024 Edition)
Holland & Knight LLP
On-Demand
Upcoming CLE Webinars
The Probate Process from A-Z
The Probate Process from A-Z Fri, October 11, 2024
On-Demand
Live Replay
Charitable Solicitation Laws
Charitable Solicitation Laws Tue, October 15, 2024
Live Webcast
Medical Records A-Z: What attorneys need to know (2024 Edition)
Medical Records A-Z: What attorneys need to know (2024 Edition) Wed, October 16, 2024
On-Demand
Live Replay
Inside Secrets to Getting Rid of Tax Penalties (2024 Edition)
Inside Secrets to Getting Rid of Tax Penalties (2024 Edition) Wed, October 16, 2024
On-Demand
Live Replay
Lawyers Serving on Boards
Lawyers Serving on Boards Thu, October 17, 2024
On-Demand
Live Replay
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics) Fri, October 18, 2024
On-Demand
Live Replay
Maritime Finance 101
Maritime Finance 101 Wed, October 23, 2024
Live Webcast
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition) Wed, October 23, 2024
On-Demand
Live Replay
Litigating Defamation Cases (2024 Edition)
Litigating Defamation Cases (2024 Edition) Thu, October 24, 2024
Live Webcast
Real Estate Law Fundamentals
Real Estate Law Fundamentals Tue, October 29, 2024
Live Webcast