Representative Cases

The following are brief descriptions of the types of cases in which deposition and trial testimony has been provided since 2000.

  • World Trade Center disaster – Industry custom and practice. Testified in federal court regarding the insurance industry’s understanding of the meaning of the undefined term “occurrence” in property insurance. Retained by counsel for the defendant insured.
  • Property Insurance / blanket property coverage – Insurance agent standard of care. Testified in state court regarding the standard of care owed by an insurance agent when insuring multiple buildings at a single location. Retained by counsel for the plaintiff insured.
  • Broker operations – Insurance broker standard of care. Testified regarding management’s duty to supervise an employed insurance broker. Retained by counsel for the defendant.
  • Excess auto liability – Insurance broker standard of care. Testified regarding the standard of care of an insurance broker to obtain excess liability insurance for a trucking and transportation company. Retained by counsel for the defendant insured.
  • Workers Compensation – Industry custom and practice. Testified regarding subrogation practices in the insurance industry. Retained by counsel for the plaintiff insured.
  • Excess liability – Industry custom and practice. Testified regarding manufacturer’s duty to disclose underwriting information regarding their products in their insurance applications. Retained by counsel for the plaintiff insured.
  • Builder’s Risk – Custom and practice. Testified regarding the insurance industry’s understanding of builder’s risk coverage provided under a manuscript master property insurance program. Retained by counsel for the plaintiff insured.
  • Products Liability – Insurance broker standard of care. Testified in state court regarding a broker’s duty to properly report their client’s claims under a claims-made policy. Retained by counsel for the defendant broker.
  • Insurance Company Professional Liability – Custom and practice. Testified regarding an insured’s duty to disclose claims information in their insurance applications. Retained by counsel for the plaintiff insurance company.
  • Builder’s Risk – Insurance agent standard of care. Testified regarding an agent’s duty to procure the proper type of coverage for a developer / builder. Retained by counsel for the defendant broker.
  • Medical Malpractice – Broker standard of care. Testified regarding a broker’s duty to procure the proper type of coverage for the insured doctor. Retained by counsel for the plaintiff insured.
  • Commission sharing – Custom and practice. Testified in state court regarding the custom and practice when commissions are shared between two insurance brokerage firms. Retained by counsel for the plaintiff brokerage.
  • Directors and Officers Liability – Custom and practice. Testified regarding an insurance carrier’s duty to provide coverage under a claims-made policy. Retained by counsel for the defendant insurance company.
  • Fine Arts – Insurance broker standard of care. Testified regarding a broker’s duty to disclose underwriting information during their brokering process. Retained by counsel for the defendant broker.
  • Banker’s Professional Liability – Industry custom and practice. Testified regarding the industry’s interpretation of certain policy provisions. Retained by counsel for the plaintiff bank.
  • Pollution Liability / Remediation Stop Loss and Real Estate Environmental Liability – Custom and practice. Testified regarding the industry’s interpretation of certain policy provisions. Retained by counsel for the defendant insurance company.
  • Property Insurance / co-insurance – Insurance agent standard of care. Testified regarding an agent’s duty to procure the proper type of coverage for the insured. Retained by counsel for the plaintiff insured.


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