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Speaking Engagements
The 2006 Trilogy of Subrogation
BlueCross BlueShield Association’s 41st Annual Lawyers’ Conference
Miami, Florida, May 2-4, 2007
Mock Arguments in Healthcare Subrogation: Important Strategies in Today’s Environment
NASP Subrogation Litigation Skills Conference
Las Vegas, Nevada, March 2007
Welfare Plans: Benefit Claims
American Bar Association: Labor and Employment Section
Employee Benefits Committee, Mid-Winter Meeting
Rancho Mirage, California, Feb. 7-10, 2007
Advanced Healthcare Subrogation Law
National Association of Subrogation Professionals
Annual Meeting
Orlando, Florida, November 2006
Subrogation National Institute on ERISA Basics
Chicago, Illinois, June 2006
Advanced Healthcare Subrogation Law
National Association of Subrogation Professionals Annual Meeting
Atlanta, Georgia, November 2004
ERISA Subrogation
13th Annual Institute on ERISA Litigation
Chicago, Illinois, November 2003
Advanced Healthcare Subrogation Law
National Association of Subrogation Professionals Annual Meeting
Reno, Nevada, November 2003
Subrogation and ERISA Section 510
National Institute on ERISA Basics
Chicago, Illinois, June 2003
Enforcing Subrogation and Overpayment Claims: Lower Court Interpretations of Great-West v. Knudson
Life, Health and Disability Issues Seminar, Defense Research Institute
Chicago, Illinois, April 2003
ERISA Subrogation
12th Annual National Institute on ERISA Litigation
ABA Joint Committee on Employee Benefits
Chicago, Illinois, November 2002
Advanced Healthcare Subrogation Law
And Panel Discussion Leader
Panel Discussion on Great-West Life v. Knudson, National Association of Subrogation
Professionals Annual Meeting
Tampa, Florida, November 2002
Subrogation, Health and Welfare Benefit Plans: The Pressure is On!
ABA Joint Committee on Employee Benefits
Washington, D.C., November 2002
ERISA Section 510 and Subrogation
National Institute on ERISA Basics
New York, New York, June 2002
ERISA Section 510 and Subrogation
11th Annual National Institute on ERISA Litigation
ABA Joint Committee on Employee Benefits
Chicago, Illinois, November 2001
Advanced Healthcare Subrogation Law
National Association of Subrogation Professionals Annual Meeting
Reno, Nevada, November 2001
Benchmarking Subrogation
Western Claims Conference
Palm Springs, California, June 2001
Advanced Preemption and Subrogation
National Institute on ERISA Basics
Dallas, Texas, May 2001
Publications
Healthcare Subrogation Trilogy: Sorting Out the Three Cases Decided by the Supreme Court in 2006 in Order to Maximize Subrogation Recoveries in 2007 and Beyond.
Blue Cross Blue Shield Association. Legal Affairs Bulletin, No. 974 (March 2007)
ERISA Subrogation: Enforcing Recoupment Provisions in ERISA-Covered Health and Disability Plans, Tort and Insurance Practice Section
Lead Author. American Bar Association.
Substantive and Procedural Considerations in Initiating a Recoupment Action Under Section 501 (a)(3).
Co-Author. 34 Tort & Insurance Law Journal 969 (Summer 1999)
The Make-Whole Rule and Attorney Fee Reductions Doctrines: Maximizing Third-Party Recoupment opportunities by Understanding How the Courts Have Created and Applied Different Standards
Co-Author. Self-Insurer, June, 1999
Traversing the Preemption Triangle: ERISA, the ADA, and State Disability Discrimination Laws
Co-Author, 12 The Lab. Lawyer 57 (1996)
Published Decisions
Gold v. McCombs Enters. Flexible Benefits Cafeteria Plan & Trust, Case No. SA-11-CV-267 LG(NN), 2012 U.S. Dist. LEXIS 20672 (W.D. Tex. Feb. 16, 2012)
Sereboff v. Mid Atl. Med. Servs., 126 S.Ct. 1869 (2006)
Great-West Life & Annuity Ins. Co. v. Knudson, 534 U.S. 204 (2002)
Popowski v. Parrott, 461 F.3d 1367 (11th Cir. 2006)
Primax Recoveries, Inc. v. Gunter, 433 F.3d 515 (6th Cir. 2005)
Great-West Life & Annuity Ins. Co. v. Berlin, No. 99-16180, 2002 U.S. App. LEXIS 18362 (9th Cir. May 15, 2002)
Bauhaus USA, Inc. v. Copeland, 292 F.3d 439 (5th Cir. 2002)
GMRI, Inc. v. EEOC, 149 F.3d 449 (6th Cir. 1998)
Borg-Warner Protective Servs. Corp. v. Guardsmark, Inc., 156 F.3d 1228 (6th Cir. April 3, 1998)
Doyle v. Bellsouth Communs. Sys., No. 97-5122, 1998 U.S. App. LEXIS 7072 (6th Cir. April 3, 1998)
Nwosun v. General Mills Restaurants, Inc., 124 F.3d 1255 (10th Cir. 1998)
Infinity Ins. Cos. v. Copeland, No. 1:05-CV-64 (WLS), 2005 U.S. Dist. LEXIS 30018 (N.D. Ga. Nov. 18, 2005)
Wausau Benefits, Inc. v. Liming, 393 F. Supp. 2d 713 (W.D. Wis. 2005)
BlueCross BlueShield v. Carillo, 372 F. Supp. 2d 628 (N.D. Ga. 2005)
State Farm Mut. Auto. Ins. Co. v. Smith, 342 F. Supp. 2d 541 (W.D. Va. 2004)
Great-West Life & Annuity Ins. Co. v. Hofmann, No. 01 C 2470, 2002 U.S. Dist. LEXIS 9317 (N.D. Ill. May 22, 2002)
Great-West Life & Annuity Ins. Co. v. Miller, No. 3:02-CV-0334-D, 2002 U.S. Dist. LEXIS 5936 (N.D. Tex. April 8, 2002)
Great-West Life & Annuity Ins. Co. v. Smith, 180 F. Supp. 2d 1311 (M.D. Fla. 2002)
Bunting Bearings Corp. v. Miller, 139 F. Supp. 2d 858 (N.D. Ohio 2001)
Great-West Life v. Brown, 192 F. Supp. 2d 1376 (M.D. Ga. 2002)
HCA v. Clemmons, 162 F. Supp. 2d 1374 (M.D. Ga. 2001)
Harris v. Patel, No. 00 C 5442, 2001 U.S. Dist. LEXIS 1911 (N.D. Ill. Feb. 21, 2001)
Parker v. Ross, 147 F. Supp. 2d 1376 (M.D. Ga. 2001)
Great-West Life v. Moore, 133 F. Supp. 2d 677 (N.D. Ill. 2001)
Greenwood Mills Inc. v. Burris, 130 F. Supp. 2d 949 (M.D. Tenn. 2001)
Armstrong v. Columbia/HCA, 122 F. Supp. 2d 739 (S.D., Tex. 2000)
New England Emple. Benefits Group v. Klapperich, No. 00 C 4427/00 C 5114, 2000 U.S. Dist. LEXIS 16545 (N.D. Ill. Oct, 26, 2000)
Scotti v. Los Robles Reg’l Ctr., 117 F. Supp. 2d 982 (C.D. Cal. 2000)
Miller v. Federal Express Corp., 186 F.R.D. 376 (W.D. Tenn. 1999)
Great-West Life v. Clingenpeel, 996 F. Supp. 1348 (W.D. Ok. 1998)
Great-West Life v. Barnhart, 19 F. Supp. 2d 584 (N.D. W.Va. 1998)
McCotter v. Longo, No. 95C 5985, 1997 U.S. Dist. LEXIS 15357 (N.D. Ill. Sept. 22, 1997)
Walker v. Rose, 22 Supp. 2d 343 (D.N.J. 1996)
Health and Welfare for Employees of REM, Inc. v. Ridler, 942 F. Supp.431 (D. Minn. 1996)
Lake v. Marten, 946 F. Supp. 605 (N.D. Ill. 1996)
Nunez v. Hunter Fan Co., 920 F. Supp. 716 (S.D. Tex. 1996)
Health Cost Controls, Inc. v. Gifford, No. W2001-02267-SC-R11-CV, 2006 Tenn. App. LEXIS 183 (Tenn. Ct. App. Mar. 20, 2006
