Request for mediation experiences

LL
Larry Leiby
Fri, Jul 20, 2012 7:29 PM

The Broward County Bar Association and JAMS are co-sponsoring a seminar  October 5, 2012 on "Effectively Representing Your Client in Mediation."  This will be a panel discussion for three 50 minute hours on the topic, followed by a one hour discussion on mediator ethics.  We have 7 panelists -  four mediators, a commercial plaintiff's trial lawyer, a civil defense lawyer, and a manager of claims for a large hospital group (end user).  We have Fran Tetunic, who serves on the STATE COMMITTEE ON ALTERNATIVE DISPUTE RESOLUTION RULES AND POLICY to lead the ethics session.

So why am I sending you what appears to be a shameless plug for a seminar (which is not actually the seminar announcement), particularly if you are not near Broward County?  There is a reason.

We seek your input on any remarkable experiences that you may know of that we can address in the seminar.  These could be a remarkably good practice, a remarkably bad practice, or an ethical issue that you have experienced or is of interest to you.  We have a number of issues to address BUT WE WANT MORE.  You are out there in the trenches of mediation (as are our speakers) but we seek the vast input of more than just the speakers.  Please share.

If you can relate any such remarkable experiences please send  to lleiby@jamsadr.commailto:lleiby@jamsadr.com  (not a reply to the entire listserv). It will be appreciated and you will enjoy endless blessings throughout your life .  (Actually, no guaranty on that last part.)

Sorry for the intrusion and thanks in advance for your responses.

Larry R. Leiby, Esq.
Fellow, College of Commercial Arbitrators

JAMS Global Engineering and Construction Group
600 Brickell Avenue, Suite 2600
Miami, FL  33131

Phone: 954-895-9198
Fax:      305-371-5288
lleiby@jamsadr.com

[cid:image001.jpg@01CD6688.4D6E6BC0]

The Broward County Bar Association and JAMS are co-sponsoring a seminar October 5, 2012 on "Effectively Representing Your Client in Mediation." This will be a panel discussion for three 50 minute hours on the topic, followed by a one hour discussion on mediator ethics. We have 7 panelists - four mediators, a commercial plaintiff's trial lawyer, a civil defense lawyer, and a manager of claims for a large hospital group (end user). We have Fran Tetunic, who serves on the STATE COMMITTEE ON ALTERNATIVE DISPUTE RESOLUTION RULES AND POLICY to lead the ethics session. So why am I sending you what appears to be a shameless plug for a seminar (which is not actually the seminar announcement), particularly if you are not near Broward County? There is a reason. We seek your input on any remarkable experiences that you may know of that we can address in the seminar. These could be a remarkably good practice, a remarkably bad practice, or an ethical issue that you have experienced or is of interest to you. We have a number of issues to address BUT WE WANT MORE. You are out there in the trenches of mediation (as are our speakers) but we seek the vast input of more than just the speakers. Please share. If you can relate any such remarkable experiences please send to lleiby@jamsadr.com<mailto:lleiby@jamsadr.com> (not a reply to the entire listserv). It will be appreciated and you will enjoy endless blessings throughout your life . (Actually, no guaranty on that last part.) Sorry for the intrusion and thanks in advance for your responses. Larry R. Leiby, Esq. Fellow, College of Commercial Arbitrators JAMS Global Engineering and Construction Group 600 Brickell Avenue, Suite 2600 Miami, FL 33131 Phone: 954-895-9198 Fax: 305-371-5288 lleiby@jamsadr.com [cid:image001.jpg@01CD6688.4D6E6BC0]
AB
Alexander, Bruce G.
Fri, Jul 20, 2012 8:33 PM

Larry, I have 2 quick war stories and one procedural suggestion:

  1. Make sure counsel and the Mediator are well versed in what specific adjusters will be attending from what specific insurers. I recently had a mediation where, after a year of intense third party claim litigation, it was not realized until 4 hours into the Mediation that the insurers for the Third Party Plaintiff and Third Party Defendant were sister insurers, effectively meaning that the insurer was suing itself, and paying 2 law firms for that privilege. Suffice to say the case settled within 15 minutes of spirited phone calls made.

  2. After 11 hours of Mediating a multi million dollar claim, we came down to a 50k delta which NO party would budge to close the gap. Reaching into my pocket I pulled out a quarter, looked at the 2 principal adjusters involved and told them to call it, loser to pay the 50k. I flipped the coin, heads lost, case over.

Now as for a practical suggestion, for multi party matters, I have found it effective to go around the table of attendees, have everyone introduce himself and materially, state the number of years of experience they bring to the table within their respective fields. This generally results in establishing that there is a combined level of experience in the room of many hundreds of years, in some cases over 1000 combined years! Then, the statement becomes easy to make, there is NO WAY that a group with that experience can ever allow a judge or jury to resolve their collective fate.

Have fun at the seminar, it looks to be a fantastic event!

One last personal note. I decided not wait for the Tesla, So I picked up a Fisker 3 weeks ago... Very fun to drive, whether on battery or fuel.

Best always, Bruce

On Jul 20, 2012, at 3:34 PM, "Larry Leiby" <Leiby@mkpalaw.commailto:Leiby@mkpalaw.com> wrote:

The Broward County Bar Association and JAMS are co-sponsoring a seminar  October 5, 2012 on “Effectively Representing Your Client in Mediation.”  This will be a panel discussion for three 50 minute hours on the topic, followed by a one hour discussion on mediator ethics.  We have 7 panelists –  four mediators, a commercial plaintiff’s trial lawyer, a civil defense lawyer, and a manager of claims for a large hospital group (end user).  We have Fran Tetunic, who serves on the STATE COMMITTEE ON ALTERNATIVE DISPUTE RESOLUTION RULES AND POLICY to lead the ethics session.

So why am I sending you what appears to be a shameless plug for a seminar (which is not actually the seminar announcement), particularly if you are not near Broward County?  There is a reason.

We seek your input on any remarkable experiences that you may know of that we can address in the seminar.  These could be a remarkably good practice, a remarkably bad practice, or an ethical issue that you have experienced or is of interest to you.  We have a number of issues to address BUT WE WANT MORE.  You are out there in the trenches of mediation (as are our speakers) but we seek the vast input of more than just the speakers.  Please share.

If you can relate any such remarkable experiences please send  to lleiby@jamsadr.commailto:lleiby@jamsadr.com  (not a reply to the entire listserv). It will be appreciated and you will enjoy endless blessings throughout your life .  (Actually, no guaranty on that last part.)

Sorry for the intrusion and thanks in advance for your responses.

Larry R. Leiby, Esq.
Fellow, College of Commercial Arbitrators

JAMS Global Engineering and Construction Group
600 Brickell Avenue, Suite 2600
Miami, FL  33131

Phone: 954-895-9198
Fax:      305-371-5288
lleiby@jamsadr.commailto:lleiby@jamsadr.com

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Larry, I have 2 quick war stories and one procedural suggestion: 1. Make sure counsel and the Mediator are well versed in what specific adjusters will be attending from what specific insurers. I recently had a mediation where, after a year of intense third party claim litigation, it was not realized until 4 hours into the Mediation that the insurers for the Third Party Plaintiff and Third Party Defendant were sister insurers, effectively meaning that the insurer was suing itself, and paying 2 law firms for that privilege. Suffice to say the case settled within 15 minutes of spirited phone calls made. 2. After 11 hours of Mediating a multi million dollar claim, we came down to a 50k delta which NO party would budge to close the gap. Reaching into my pocket I pulled out a quarter, looked at the 2 principal adjusters involved and told them to call it, loser to pay the 50k. I flipped the coin, heads lost, case over. Now as for a practical suggestion, for multi party matters, I have found it effective to go around the table of attendees, have everyone introduce himself and materially, state the number of years of experience they bring to the table within their respective fields. This generally results in establishing that there is a combined level of experience in the room of many hundreds of years, in some cases over 1000 combined years! Then, the statement becomes easy to make, there is NO WAY that a group with that experience can ever allow a judge or jury to resolve their collective fate. Have fun at the seminar, it looks to be a fantastic event! One last personal note. I decided not wait for the Tesla, So I picked up a Fisker 3 weeks ago... Very fun to drive, whether on battery or fuel. Best always, Bruce On Jul 20, 2012, at 3:34 PM, "Larry Leiby" <Leiby@mkpalaw.com<mailto:Leiby@mkpalaw.com>> wrote: The Broward County Bar Association and JAMS are co-sponsoring a seminar October 5, 2012 on “Effectively Representing Your Client in Mediation.” This will be a panel discussion for three 50 minute hours on the topic, followed by a one hour discussion on mediator ethics. We have 7 panelists – four mediators, a commercial plaintiff’s trial lawyer, a civil defense lawyer, and a manager of claims for a large hospital group (end user). We have Fran Tetunic, who serves on the STATE COMMITTEE ON ALTERNATIVE DISPUTE RESOLUTION RULES AND POLICY to lead the ethics session. So why am I sending you what appears to be a shameless plug for a seminar (which is not actually the seminar announcement), particularly if you are not near Broward County? There is a reason. We seek your input on any remarkable experiences that you may know of that we can address in the seminar. These could be a remarkably good practice, a remarkably bad practice, or an ethical issue that you have experienced or is of interest to you. We have a number of issues to address BUT WE WANT MORE. You are out there in the trenches of mediation (as are our speakers) but we seek the vast input of more than just the speakers. Please share. If you can relate any such remarkable experiences please send to lleiby@jamsadr.com<mailto:lleiby@jamsadr.com> (not a reply to the entire listserv). It will be appreciated and you will enjoy endless blessings throughout your life . (Actually, no guaranty on that last part.) Sorry for the intrusion and thanks in advance for your responses. Larry R. Leiby, Esq. Fellow, College of Commercial Arbitrators JAMS Global Engineering and Construction Group 600 Brickell Avenue, Suite 2600 Miami, FL 33131 Phone: 954-895-9198 Fax: 305-371-5288 lleiby@jamsadr.com<mailto:lleiby@jamsadr.com> <image001.jpg> _______________________________________________ CLC-Discussion mailing list CLC-Discussion@lists.flabarrpptl.org<mailto:CLC-Discussion@lists.flabarrpptl.org> http://mailman.fsr.com/mailman/listinfo/clc-discussion
BP
Bruce Partington
Sat, Jul 21, 2012 3:37 AM

Somewhat echoing another Bruce's comments, getting insurance issues
squared away before mediation can be -- OK -- is always -- very
important.  I have other war-stories, but I'm limiting my comments to
insurance related issues.  My general perception on this front is that
for a mediation to be most effective, the parties need to be fully
versed not only on the merits of the case, but also on insurance
coverage issue relating to the claim.

  A.    AI coverage, and the actual endorsements.  AI Endorsements

"ain't what they used to be" and if coverage claims relative to AI
endorsements are important, flesh that out before mediation.  Arguing
about it at mediation is entirely unproductive, and can derail
settlement.  (Right, Bruce!?)

  B.    Having "real" adjustors attend the mediation, rather than

"rented" adjustors.  The entire value of in-person mediation is lost if
the real authority the mediator has to deal with is a person on the
phone.  Maybe this is an area where video conferencing (skype, etc.) can
add value, but that "presence" needs to be continuous or the value of
the "process" of mediation is lost.

  C.    The mediator can set a "deadline" for coverage issues.  I

have had many mediations where an adjustor walks in and injects, for the
first time, "there's no coverage" and the mediation rapidly descends to
an impasse. What if the mediator sets a rule that coverage positions
must be definitively disclosed X days before the mediation (of course
reserving rights to subsequently disclosed facts, etc.)?  Of course I
know that coverage defenses must be disclosed far earlier than that, but
cases evolve.

  D.    Require that coverage issues be addressed in mediation

summaries if there are potential coverage issues.  I fully realize that
insurer-retained defense counsel cannot address those issues, but if
there are going to be serious coverage issues then coverage counsel
should chime in as part of the mediation process early -- rather than
late (at the mediation).

  E.    Consider separate opening presentations where coverage

issues are raised and presented separately and not to the entire group.
A progression of folks in a group setting saying "we think there's no
coverage so go away" leads to a predictable intertial response as things
go around the table.

  F.    As part of the initial materials, require that insurers

disclose to the mediator and to the claimant what they are treating as
the occurrence date or dates. If there is a possibility of multiple
"occurrences" over multiple policy periods, that (or its absence) should
be disclosed up front and in advance.

  G.    Require that ALL of the disclosures above be made not solely

to the mediator, but also to the party whose claim is at issue for the
insurance coverage. Global disclosure to all parties may not be
appropriate, but it is entirely appropriate as to the claimant relative
to the insurance policy at issue, and likely those "upstream" from that
claimant.

Remember, all of this can be couched within the mediation privilege and
confidentiality act, which mitigates insurers' risk in these
disclosures.

So many war stories, so little time.  Hope the seminar goes well.

Bruce D. Partington

Clark Partington

bpartington@cphlaw.com

Direct: 850-432-1399

Fax: 850-432-7340

*Board Certified in Construction Law

NOTICE: This e-mail message and any attachments are private
communication sent by the law firm of Clark Partington Hart Larry Bond &
Stackhouse, and may contain confidential, legally privileged information
meant solely for the intended recipient. If you are not the intended
recipient, you are hereby notified that any use, dissemination,
distribution or copying of this communication is strictly prohibited.
Please notify the sender immediately by replying to this message, and
delete the e-mail and any attachments from your system. Thank you.

-----Original Message-----
From: clc-discussion-bounces@lists.flabarrpptl.org
[mailto:clc-discussion-bounces@lists.flabarrpptl.org] On Behalf Of
Alexander, Bruce G.
Sent: Friday, July 20, 2012 3:33 PM
To: Larry Leiby
Cc: clc-discussion@lists.flabarrpptl.org
Subject: Re: [CLC-Discussion] Request for mediation experiences

Larry, I have 2 quick war stories and one procedural suggestion:

  1. Make sure counsel and the Mediator are well versed in what specific
    adjusters will be attending from what specific insurers. I recently had
    a mediation where, after a year of intense third party claim litigation,
    it was not realized until 4 hours into the Mediation that the insurers
    for the Third Party Plaintiff and Third Party Defendant were sister
    insurers, effectively meaning that the insurer was suing itself, and
    paying 2 law firms for that privilege. Suffice to say the case settled
    within 15 minutes of spirited phone calls made.

  2. After 11 hours of Mediating a multi million dollar claim, we came
    down to a 50k delta which NO party would budge to close the gap.
    Reaching into my pocket I pulled out a quarter, looked at the 2
    principal adjusters involved and told them to call it, loser to pay the
    50k. I flipped the coin, heads lost, case over.

Now as for a practical suggestion, for multi party matters, I have found
it effective to go around the table of attendees, have everyone
introduce himself and materially, state the number of years of
experience they bring to the table within their respective fields. This
generally results in establishing that there is a combined level of
experience in the room of many hundreds of years, in some cases over
1000 combined years! Then, the statement becomes easy to make, there is
NO WAY that a group with that experience can ever allow a judge or jury
to resolve their collective fate.

Have fun at the seminar, it looks to be a fantastic event!

One last personal note. I decided not wait for the Tesla, So I picked up
a Fisker 3 weeks ago... Very fun to drive, whether on battery or fuel.

Best always, Bruce

On Jul 20, 2012, at 3:34 PM, "Larry Leiby"
<Leiby@mkpalaw.com<mailto:Leiby@mkpalaw.com
mailto:Leiby@mkpalaw.com%3cmailto:Leiby@mkpalaw.com >> wrote:

The Broward County Bar Association and JAMS are co-sponsoring a seminar
October 5, 2012 on "Effectively Representing Your Client in Mediation."
This will be a panel discussion for three 50 minute hours on the topic,
followed by a one hour discussion on mediator ethics.  We have 7
panelists -  four mediators, a commercial plaintiff's trial lawyer, a
civil defense lawyer, and a manager of claims for a large hospital group
(end user).  We have Fran Tetunic, who serves on the STATE COMMITTEE ON
ALTERNATIVE DISPUTE RESOLUTION RULES AND POLICY to lead the ethics
session.

So why am I sending you what appears to be a shameless plug for a
seminar (which is not actually the seminar announcement), particularly
if you are not near Broward County?  There is a reason.

We seek your input on any remarkable experiences that you may know of
that we can address in the seminar.  These could be a remarkably good
practice, a remarkably bad practice, or an ethical issue that you have
experienced or is of interest to you.  We have a number of issues to
address BUT WE WANT MORE.  You are out there in the trenches of
mediation (as are our speakers) but we seek the vast input of more than
just the speakers.  Please share.

If you can relate any such remarkable experiences please send  to
lleiby@jamsadr.com<mailto:lleiby@jamsadr.com
mailto:lleiby@jamsadr.com%3cmailto:lleiby@jamsadr.com >  (not a reply
to the entire listserv). It will be appreciated and you will enjoy
endless blessings throughout your life .  (Actually, no guaranty on that
last part.)

Sorry for the intrusion and thanks in advance for your responses.

Larry R. Leiby, Esq.

Fellow, College of Commercial Arbitrators

JAMS Global Engineering and Construction Group

600 Brickell Avenue, Suite 2600

Miami, FL  33131

Phone: 954-895-9198

Fax:      305-371-5288

lleiby@jamsadr.com<mailto:lleiby@jamsadr.com
mailto:lleiby@jamsadr.com%3cmailto:lleiby@jamsadr.com >

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Somewhat echoing another Bruce's comments, getting insurance issues squared away before mediation can be -- OK -- is always -- very important. I have other war-stories, but I'm limiting my comments to insurance related issues. My general perception on this front is that for a mediation to be most effective, the parties need to be fully versed not only on the merits of the case, but also on insurance coverage issue relating to the claim. A. AI coverage, and the actual endorsements. AI Endorsements "ain't what they used to be" and if coverage claims relative to AI endorsements are important, flesh that out before mediation. Arguing about it at mediation is entirely unproductive, and can derail settlement. (Right, Bruce!?) B. Having "real" adjustors attend the mediation, rather than "rented" adjustors. The entire value of in-person mediation is lost if the real authority the mediator has to deal with is a person on the phone. Maybe this is an area where video conferencing (skype, etc.) can add value, but that "presence" needs to be continuous or the value of the "process" of mediation is lost. C. The mediator can set a "deadline" for coverage issues. I have had many mediations where an adjustor walks in and injects, for the first time, "there's no coverage" and the mediation rapidly descends to an impasse. What if the mediator sets a rule that coverage positions must be definitively disclosed X days before the mediation (of course reserving rights to subsequently disclosed facts, etc.)? Of course I know that coverage defenses must be disclosed far earlier than that, but cases evolve. D. Require that coverage issues be addressed in mediation summaries if there are potential coverage issues. I fully realize that insurer-retained defense counsel cannot address those issues, but if there are going to be serious coverage issues then coverage counsel should chime in as part of the mediation process early -- rather than late (at the mediation). E. Consider separate opening presentations where coverage issues are raised and presented separately and not to the entire group. A progression of folks in a group setting saying "we think there's no coverage so go away" leads to a predictable intertial response as things go around the table. F. As part of the initial materials, require that insurers disclose to the mediator and to the claimant what they are treating as the occurrence date or dates. If there is a possibility of multiple "occurrences" over multiple policy periods, that (or its absence) should be disclosed up front and in advance. G. Require that ALL of the disclosures above be made not solely to the mediator, but also to the party whose claim is at issue for the insurance coverage. Global disclosure to all parties may not be appropriate, but it is entirely appropriate as to the claimant relative to the insurance policy at issue, and likely those "upstream" from that claimant. Remember, all of this can be couched within the mediation privilege and confidentiality act, which mitigates insurers' risk in these disclosures. So many war stories, so little time. Hope the seminar goes well. Bruce D. Partington Clark Partington bpartington@cphlaw.com Direct: 850-432-1399 Fax: 850-432-7340 *Board Certified in Construction Law NOTICE: This e-mail message and any attachments are private communication sent by the law firm of Clark Partington Hart Larry Bond & Stackhouse, and may contain confidential, legally privileged information meant solely for the intended recipient. If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution or copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, and delete the e-mail and any attachments from your system. Thank you. -----Original Message----- From: clc-discussion-bounces@lists.flabarrpptl.org [mailto:clc-discussion-bounces@lists.flabarrpptl.org] On Behalf Of Alexander, Bruce G. Sent: Friday, July 20, 2012 3:33 PM To: Larry Leiby Cc: clc-discussion@lists.flabarrpptl.org Subject: Re: [CLC-Discussion] Request for mediation experiences Larry, I have 2 quick war stories and one procedural suggestion: 1. Make sure counsel and the Mediator are well versed in what specific adjusters will be attending from what specific insurers. I recently had a mediation where, after a year of intense third party claim litigation, it was not realized until 4 hours into the Mediation that the insurers for the Third Party Plaintiff and Third Party Defendant were sister insurers, effectively meaning that the insurer was suing itself, and paying 2 law firms for that privilege. Suffice to say the case settled within 15 minutes of spirited phone calls made. 2. After 11 hours of Mediating a multi million dollar claim, we came down to a 50k delta which NO party would budge to close the gap. Reaching into my pocket I pulled out a quarter, looked at the 2 principal adjusters involved and told them to call it, loser to pay the 50k. I flipped the coin, heads lost, case over. Now as for a practical suggestion, for multi party matters, I have found it effective to go around the table of attendees, have everyone introduce himself and materially, state the number of years of experience they bring to the table within their respective fields. This generally results in establishing that there is a combined level of experience in the room of many hundreds of years, in some cases over 1000 combined years! Then, the statement becomes easy to make, there is NO WAY that a group with that experience can ever allow a judge or jury to resolve their collective fate. Have fun at the seminar, it looks to be a fantastic event! One last personal note. I decided not wait for the Tesla, So I picked up a Fisker 3 weeks ago... Very fun to drive, whether on battery or fuel. Best always, Bruce On Jul 20, 2012, at 3:34 PM, "Larry Leiby" <Leiby@mkpalaw.com<mailto:Leiby@mkpalaw.com <mailto:Leiby@mkpalaw.com%3cmailto:Leiby@mkpalaw.com> >> wrote: The Broward County Bar Association and JAMS are co-sponsoring a seminar October 5, 2012 on "Effectively Representing Your Client in Mediation." This will be a panel discussion for three 50 minute hours on the topic, followed by a one hour discussion on mediator ethics. We have 7 panelists - four mediators, a commercial plaintiff's trial lawyer, a civil defense lawyer, and a manager of claims for a large hospital group (end user). We have Fran Tetunic, who serves on the STATE COMMITTEE ON ALTERNATIVE DISPUTE RESOLUTION RULES AND POLICY to lead the ethics session. So why am I sending you what appears to be a shameless plug for a seminar (which is not actually the seminar announcement), particularly if you are not near Broward County? There is a reason. We seek your input on any remarkable experiences that you may know of that we can address in the seminar. These could be a remarkably good practice, a remarkably bad practice, or an ethical issue that you have experienced or is of interest to you. We have a number of issues to address BUT WE WANT MORE. You are out there in the trenches of mediation (as are our speakers) but we seek the vast input of more than just the speakers. Please share. If you can relate any such remarkable experiences please send to lleiby@jamsadr.com<mailto:lleiby@jamsadr.com <mailto:lleiby@jamsadr.com%3cmailto:lleiby@jamsadr.com> > (not a reply to the entire listserv). It will be appreciated and you will enjoy endless blessings throughout your life . (Actually, no guaranty on that last part.) Sorry for the intrusion and thanks in advance for your responses. Larry R. Leiby, Esq. Fellow, College of Commercial Arbitrators JAMS Global Engineering and Construction Group 600 Brickell Avenue, Suite 2600 Miami, FL 33131 Phone: 954-895-9198 Fax: 305-371-5288 lleiby@jamsadr.com<mailto:lleiby@jamsadr.com <mailto:lleiby@jamsadr.com%3cmailto:lleiby@jamsadr.com> > <image001.jpg> _______________________________________________ CLC-Discussion mailing list CLC-Discussion@lists.flabarrpptl.org<mailto:CLC-Discussion@lists.flabarr pptl.org <mailto:CLC-Discussion@lists.flabarrpptl.org%3cmailto:CLC-Discussion@lis ts.flabarrpptl.org> > http://mailman.fsr.com/mailman/listinfo/clc-discussion <http://mailman.fsr.com/mailman/listinfo/clc-discussion>