Insurance Brokerage E&O Expert Witness

Expert Witness No. 3229

Education

1985 Syracuse University College of Law  Syracuse, NY J.D., Cum Laude

1979 Michigan State University   E. Lansing, MI
M.A., Special Education

1977 Syracuse University   Syracuse, NY
B.A., Special Education, Cum Laude.

Experience

March, 2008 to Present: A Private Company in Woodbury, NY
Managing Director, General Counsel
Responsible for facilitating business development, compliance, and all legal aspects of $300 Million multi-state insurance brokerage operation. Continuing responsibility for policy interpretation, claims analysis, policy wording and placement. Complex program specialist, creating European and South American customized placements. Specialist in unusual and hard to place products, including London placements.

January, 2003 to March, 2008: A Private Company in New York, NY
Chief Operating Officer 
Responsible for the growth and development of a $400 Million independent insurance brokerage involving all aspects of operations, including contractual, regulatory, adherence to legal responsibilities and ethics and business planning. Interpretation and negotiation of policy forms, claims disputes. Creation of internet product platforms, and opening/expansion of Los Angeles, Chicago, San Francisco and Ft. Lauderdale offices.

November,1999 – December, 2004:    A Private Company in New York, NY
Insurance Litigator, Of Counsel
Concentration: Complex insurance coverage litigation and defense of insurance agents and brokers in professional liability litigation on a regional and national basis; Commercial Litigation, including insurance regulatory disputes and class actions, coverage analysis and litigation.
Professional Liability Loss Control: writing, lecturing and audits regarding methodologies for avoidance of E&O liability.

1987–November, 1999     Lustig & Brown, LLP New York, NY
Founding Partner and Manager, New York City Office
Managed and supervised the defense of hundreds of complex coverage litigations, commercial and professional liability disputes, including suits across the United States; 
Successfully conducted trials and/or settlements of numerous litigations in New York State, Iowa, Texas and New Jersey, including federal class actions and complex arbitrations; 

Litigation and Analysis of Complex Coverage Insurance Issues: examples: construction insurance; continuous trigger analysis, Personal Injury coverage, Personal lines, business interruption, highly protected risks, ocean/inland marine covers, London placements, excess lines, entertainment insurance, surety issues, construction insurance, environmental insurance, products liability insurance, D&O insurance, non-concurrency issues, general liability, life/disability insurance, “vanishing” premium issues, TPA Liability, advertising agency liability.
Representation of insurance agents and brokers in regulatory proceedings;

1986–1987 Moot & Sprague Buffalo, NY
Litigation Associate

1985–1986 Saperston & Day Buffalo, NY
Litigation Associate

Publications

Available Upon Request

Lectures

Available Upon Request

Expert Retentions

Available Upon Request