The Valuation of Monetary Damages in Injury Cases

Name: The Valuation of Monetary Damages in Injury Cases | A Damages Expert's Perspective
Brand: American Bar Association
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A Damages Expert's Perspective

Michael Shahnasarian(Autor*in)

American Bar Association (Verlag)

Erschienen am 18. August 2022

502 Seiten

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Beschreibung

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Inhalt

Intro
Title Page
Copyright Page
Dedication
Contents
Preface
Acknowledgments
About the Author
Part I: Expert Witness Damages Assessments
Chapter 1 The Fundamentals of Injury Damages Assessments
Vocational Rehabilitation Experts
Roles
Selection of Qualified Vocational Rehabilitation Experts
Damages Assessments
Past Wage Loss
Future Wage Loss
Loss of Earning Capacity
Life Care Plan Experts
Roles
Selection of Qualified Life Care Planners
Damages Assessments
Nonmonetary Damages-Pain and Suffering
Scope of Expert Participation
Engagement Details
A Word on the Adversarial Litigation Environment
Part II: Construction of Opinions on Claims of Loss of Earning Capacity
Chapter 2 Foundations of Earning Capacity Damages Assessments
Mainstream Methodologies
Nonmainstream Methodologies
Applying Generally Accepted Theory and Practice in Loss of Earning Capacity Assessments
Assessment Objectives
Theoretical Foundations: Earning Capacity Assessment Theory
Earning Capacity Assessment Theory Objectives
Application of Analytical Processes
Practice Foundations: The Earning Capacity Assessment Form-2
ECAF-2 Psychometric Properties
ECAF-2 Peer Reviews and Admissibility
ECAF-2 Case Study Example
Case Study
Background Information and Claimant Presenting Problems
Vocational Activity
Summary and Impressions
Chapter 3 Processes and Mechanics Associated with Performing an Assessment of Earning Capacity
Preexamination Records Review
Complaint
Answers to Interrogatories
Medical Records-Preinjury and Postinjury
Compulsory Medical Examination Reports
Example 1
Example 2
Deposition Testimony
Academic Records
Employment Records
Earnings Records
Surveillance
Social Security Administration File
Vocational Rehabilitation Examination
Clinical Interview
Special Considerations When Conducting Nontraditional In-Person Examinations
Sample Clinical Interview
Vocational Evaluator's Summary and Impressions Based on Clinical Interview and Case Assessment
Summary and Impressions
Updated Summary and Impressions
Standardized Test Administration
Intellect and Abilities
Occupational Interests
Personality
Postexamination
Review of Additional/Updated Records
Interpretation of Test Results
Consideration of Supplemental Information
Collateral Source Information
Labor Market Research
Preparation of the Vocational Rehabilitation Evaluation Report
Summary of Evaluee's Vocational History
Assessment of an Evaluee's Relevant Preinjury Medical Problems
Assessment of an Evaluee's Relevant Postinjury Medical Problems
Facilitative and Nonfacilitative Factors to Pursuing Vocational Rehabilitation
Opinion(s) on a Claim of Loss of Earning Capacity
Sample Report of a Vocational Rehabilitation Evaluation
Sample Report
Overview
Vocational Activity
Records Reviewed
Assessment Measures
Background Information
Clinical Interview
Introduction
Physical Condition and Medical Information
Activities of Daily Living
Mental Health
Education and Special Training
Career Development
Review of Medical Records
Results of Diagnostic Testing
Assessments
Results of Preinjury Diagnostic Testing
Preinjury Assessments
Results of Testing
Summary and Impressions
Chapter 4 Pediatric, Youth, and Young Adult Cases
Sources of Evaluation Information
Records
Clinical Interview
Example of Anticipated Interaction of Primary and Secondary Disabling Problems in a Case Involving a Young Adult
Evaluator's Findings and Opinions
Standardized Test Administration
Collateral Source Interviews
Case Example
Case Information
Family Background Information Provided by Janice's Mother and Stepfather
Summary and Impressions
Sample Report: Pediatric Case
Rehabilitation Evaluation
Overview
Vocational Activity
Records Reviewed
Background Information
Clinical Interview
Introduction
Physical Condition and Medical Information
Activities of Daily Living
Mental Health
Education and Special Training
Work History
Interview of Mark Rosetti's Parents, John and Ann Rosetti
Review of Medical Records
Results of Diagnostic Testing
Operations/Procedures
Assessments
Results of Preinjury Diagnostic Testing
Preinjury Assessments
Summary and Impressions
Chapter 5 Adult Cases
Conclusion of No Loss of Earning Capacity
Case Example
Summary and Impressions
Conclusion That the Evaluee Did Experience a Loss of Earning Capacity, and the Loss Can Be Quantified
Case Example
Summary and Impressions
Conclusion That Retraining Is Necessary to Mitigate Earning Capacity Damages
Case Example
Summary and Impressions
Complex Cases
Noncompliant/Uncooperative Examinees and/or Lawyers
Loss of Earning Capacity Opinions in Cases of Postinjury Career Advancement and Earnings Gains
Summary and Impressions
Full Sample Report of a Vocational Rehabilitation Evaluation
Sample Report
Overview
Vocational Activity
Records Reviewed
Assessment Measures
Background Information
Clinical Interview
Introduction
Physical Condition and Medical Information
Activities of Daily Living
Mental Health
Education and Special Training
Career Development
Review of Medical Records
Results of Diagnostic Testing
Operations/Procedures
Assessments
Preinjury Assessments
Results of Testing
Summary and Impressions
Part III: Construction of Opinions on Life Care Plans
Chapter 6 Foundations of Life Care Plan Damages Assessments
Life Care Planner Roles
Life Care Plan Consultant
Life Care Plan Cost Comparison Deriver
Life Care Planner
Contextual Considerations
Categorizing Life Care Plan Interventions
Methodological Considerations
Life Care Planner Assessment Protocols
Records Review
Life Care Planning Examination
Clinical Interview
Standardized Test Administration
Postexamination Life Care Plan Development
Life Care Plan Contributors
Chapter 7 The Noncatastrophic Life Care Plan
Noncatastrophic Life Care Plan Considerations
Conceptual Considerations
Updating Life Care Plans
Quality Assurance
Accurate Documentation of Contributor Recommendations
Discerning Cost and Related Irregularities
Ensuring Internal Consistency
Sample Noncatastrophic Life Care Plan with Narrative from a Report of a Vocational Rehabilitation Evaluation
Summary and Impressions from Report of Vocational Rehabilitation Evaluation
Sample: Noncatastrophic Life Care Plan
Chapter 8 The Catastrophic Life Care Plan
Residential Placement and General Catastrophic Life Care Plan Considerations
Home-Based Placement
Contracted Agency Services
Private-Duty Employment of Contracted Services
Types of Daily Care Services Provided
Institutional Placement
Psychological Considerations
Monetary Aspects of Psychologically Based Damages
Nonmonetary Aspects of Psychologically Based Damages
Sample Catastrophic Life Care Plan
Sample: Catastrophic Life Care Plan
Chapter 9 The International Life Care Plan
Development of an International Life Care Plan
Site Visits
Preparing for the Site Visit
Conducting Site Visits
Follow-Up to the Site Visit
Sample International Life Care Plan Report
Guatemalan Life Care Plan
Chapter 10
Option 1: Adopt a Position
Plaintiff Perspective
Defense Perspective
Option 2: Interpolate a Position
Plaintiff Perspective
Defense Perspective
Case Study
Summary of Preaccident Medical Records
Summary of Postaccident Medical Records
Qualifying Statement for Case Study Life Care Plan
Sample Report of an Interpolated Life Care Plan
Sample: Interpolated Life Care Plan
Part IV: Special Considerations
Chapter 11 Daubert Motions
Admissibility of Evidence
Examples of Relevant Case Law Rulings
Meeting a Daubert Challenge
Facilitating Daubert Challenge Efforts
Example of Critique of Opposing Expert's Analysis, Contributing to Grounds for Daubert Challenge
Chapter 12 Presentation of Damages Assessments
Types of Expert Evidence
Curriculum Vitae
Interrogatory Responses
Recordings of Exams
Reports
Discussion on Expert Proffers
Sample Excerpt from Expert Report
Summary and Impressions
Deposition Testimony
Trial Testimony
Direct Examination
Cross-Examination
Redirect Examination
Trial Exhibits
Billing Records
Evidence Extraneous to a Case at Hand
Internal Consistency of Evidence Presented
A Final Word on Presenting Evidence
Appendix A: Sample Boecher Interrogatory Questions (Chapter 1)
Appendix B: Sample Engagement Letter (Chapter 1)
Appendix C: Sample Retention Agreement (Chapter 1)
Appendix D: Sample Letter Explaining Copying Costs and Associated Logistics (Chapter 3)
Appendix E: Sample Affidavit Stating the Need for a Vocational Rehabilitation Examination (Chapter 3 and 11)
Appendix F: Sample Guidelines on Video Recording a Vocational Rehabilitation Examination (Chapter 3)
Appendix G: Sample Client Intake Form (Chapter 3)
Appendix H.1: Cost Analysis (Chapter 6)
Appendix H.2: Life Care Plan Valuation (Chapter 6)
Appendix I: Sample Life Care Plan (Chapter 6)
Appendix J: Sample Authorization Form Extending Permission to Consult with Treating Healthcare Providers (Chapter 6)
Appendix K: Contributor Verification Form (Two Pages) (Chapter 6)
Appendix L: Notes Summarizing a Life Care Planner's Consultations and Visits to Rehabilitation Facilities (Chapter 9)
Appendix M: Sample Order Denying a Daubert Motion to Exclude or Otherwise Limit the Testimony of a Defense Expert in a Medical Malpractice Case (Chapter 11)
Appendix N: Supplemental Report Regarding Vocational Opinions and Bases for Opinions (Chapter 11)
Appendix O: Sample Expert Witness Trial Questions (Chapter 12)
Bibliography
Index

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