Expert Witness Cases

Certain Underwriters at Lloyd's London v. R.B.I. Framing, and Russell E. Branton dba R.B.I. Framing
Superior Court of the Sate of California for the County of Los Angeles - Central District
Case No.BC 353631
Expert Declaration: February 14, 2008 Defendant

Issue:Standard of care for an insurance provider to timely inform insured of complete details of the anticipated cost of a policy.


Eagle Flight of Arizona, Inc. v. Union Life & Casualty Insurance Agency
Superior Court of the Sate of Arizona, County of Maricopa
Case No.:CV2006-051326
Expert Report: November 2007 Defendant

Issue: Standard of care for insurance broker handling placement of client's insurance policy.


Fleshner v. Nationwide Insurance Company, et al.
United States District Court, District of Arizona
Case No.: CV-07-01063-PHX-SMM
Expert Report: October 2007 Plaintiff

Issue: Standard of care for insurance broker to explain homeowners coverage to client.


Coachmen Industries, Inc. and Georgie Boy Manufacturing, LLC v. Royal Surplus Lines Insurance Company
United States District Court Middle District of Florida Jacksonville Division
Case No.:3:06-cv-00959-HWM-HTS
Expert Opinion: October 2007 Plaintiff

Issue: Standard of care imposed on an insured for reporting claim information to an insurance company under a comprehensive general liability policy with a self-insured retention endorsement.


Premium Capital LLC v. Van Esch, Inc.
Superior Court State of California, Los Angeles County
Case No.: KC049498 R
Consultation: September 2007 Defendant

Issue: Standard of care for a broker advising their insured regarding a premium audit.


Lumos & Associates, Inc. v. A&H Insurance, etal.
First Judicial District Court
State of Nevada
Case No.: 03-00247A
Expert Report: August 2007 Plaintiff
Deposition: February 11, 2008 Plaintiff

Issue: Standard of care for an insurance broker charging commissions and fees.


Grodin v. Tokio Marine and Fire and GIECO Insurance Company
United States District Court
Southern District of New York
Case No.: 05 CV 9153 (DLC)
Expert Report: March 2007 Plaintiff

Issue: Standard of care for insurance company handling subrogation claim against their insured.


Stuart v. Pittman & County Mutual
Yamhill County Circuit Court
Case No. CV050384
Expert Report: None
Trial Testimony: November 2006 Plaintiff

Issue: Standard of care for captive insurance agent, coverage provided by a builders risk insurance policy.

Andrea Leigh Hazen vs. Southern United Fire Insurance Company
United States District Court Middle District of Florida Tampa Division
Case No. 8:05CV-2170-T26MAP
Expert Report: July 2006
Deposition: September 2006 Defendant

Issue: Standard of care for named insured to cooperate with insurance company investigation, standard of care of insurance company claims handling.

Gary Lee Malone v. Nabors Drilling USA, Inc., National Union Fire Insurance Company of Pittsburgh, PA, Gallagher Bassett Services, Inc., et al
Circuit Court of the Second Judicial District of Jones County, Mississippi
Civil Action No. 2003-230-CV12
Assigned: June 2006
Expert report: None
Deposition: August 2006 Defendant

Issue: Standard of care for insured reporting workers' compensation claims to contract Third Party Administrator (TPA), standard of care for TPA's receiving claims.

City of Phoenix vs. Standard Parking
Assigned: May 2006
Consultation: June 2006 Defendant

Issue: Contract dispute between the City of Phoenix and Standard Parking regarding insurance charges.

Phoenix Indemnity Insurance Company v. Hallmark Claims Service, Inc. et al.
Maricopa County Superior court
Case No. CV2004-008961
Assigned: August 2005
Expert report: None
Deposition: August 2006 Defendant

Issue: Standard of care in litigation supervision for Third Party Administrators.

Commonwealth Edison vs. National Union Insurance Company (AIG)
In Re Arbitration of Commonwealth Edison Company v. National Union Fire Insurance Company
Expert Report: August 2005
Deposition: August 2005 Defendant

Issue: Standard of care for insureds reporting claims to insurance company.

Arizona Fire & Water Restoration v. David Hoernschmeyer and Diane Hoernschmeyer, husband and wife; State Farm Insurance Company, et al
Superior Court State of Arizona, Maricopa County
Case No. CV 2002-021492
Expert Report: June 2005
Deposition: July 2005 Plaintiff

Issue: Definition of insurance proceeds under homeowners policy and assignment to contractor.

DeFoor vs. Lockwood, ETAL.
Superior Court State of Alaska Third Judicial District
Case No. 3AN-03-8114CI
Expert report: June 2005
Deposition: July 2005 Plaintiff

Issue: Standard of care for an insurance broker dealing with two insureds on one policy and policy definition of improvements and betterments.

Rode vs. Rode
Superior Court State of Arizona, Maricopa County
Case No. CV050384
Trial Testimony: August 2003 Plaintiff (Mr. Rode)

Issue: Annuitization of retirement benefits in a divorce.

Royal Surplus Lines Insurance Company vs. Coachmen Industries, Inc. GAB Robins North America, et al., F/K/A GAB Business Services, Inc., Georgie Boy Manufacturing and Georgie Boy Projects, Inc.
United States District Court Middle District of Florida Jacksonville Division
Case No.: 3:01-CV-301-J-16HTS
Expert Report: February 2002
Deposition: June 2004 Defendant

Issue: Standard of care imposed on an insured for reporting claim information to an insurance company under a comprehensive general liability policy with a self-insured retention endorsement.