D&O has been an integral part of a public corporation’s insurance portfolio for more than 40 years. In this course, attorney Joseph Monteleone examines the key components of these insurance policies, along with the areas of frequent and significant coverage disputes. He highlights and discusses recent case law in various U.S. jurisdictions, as well as new trends in the insurance marketplace. His course emphasizes practical suggestions as to how disputes may be avoided and resolved.
I. Understand key provisions in the typical D&O insurance policy
II. Discuss key areas of coverage disputes
III. Highlight recent case law from various jurisdictions on these coverage issues
IV. Offer practical suggestions as to how to deal with coverage disputes when they arise
V. Examine the interplay of D&O insurance and corporate indemnification obligations to directors and officers
VI. Review specialty D&O policies such as Side A only insurance and independent director liability coverage
VII. Assess current litigation trends and outlook for future trouble spots
Joseph Monteleone has more than 30 years of experience in the insurance arena, both in the private practice of law and as an insurance company claims executive.
A partner in Rivkin Radler’s Directors & Officers Liability and Insurance Coverage & Litigation Practice Groups, Joe represents insurers in coverage litigation, regulatory matters, and arbitrations. He also provides coverage advice and monitoring of underlying litigation in the areas of professional liability, errors and omissions (“E&O”), directors and officers (“D&O”), employment practices liability (“EPL”), and other claims-made insurance products. Joe drafts policy forms and endorsement language, and provides legal consulting services to D&O, E&O, and professional liability lines insurers.
In addition, Joe provides expert witness testimony on issues of coverage and bad faith allegations. He also serves as arbitrator or mediator in disputes involving insurance and reinsurance coverage.
Joe has been cited for excellence in Chambers USA America’s Leading Lawyers for Business. He also has been named a New York Super Lawyer by New York Super Lawyers – Metro magazine since 2006 in the areas of Insurance Coverage and Alternative Dispute Resolution.
Before returning to the private practice of law in 2005, Joe served in claims executive positions for 20 years at insurance carriers, with wide-ranging responsibilities for D&O, E&O, professional liability, fidelity, healthcare, and other specialty lines. He started his insurance career in 1980 in the areas of toxic tort and environmental exposure claims.
Joe has been an active member of the Professional Liability Underwriters Society (“PLUS”) since 1988 and served on its board of trustees from 1997 to 2003. He is a past chair of the PLUS education committee and co-chair of the curriculum committee. Joe also was a founder and co-chair of the PLUS D&O Symposium, the signature event in the area of D&O insurance.
A member of the American Bar Association since 1980, Joe currently is a vice chair of the Professional, Officers and Directors Liability Committee of the ABA’s Tort Trial and Insurance Practice Section. He is a frequent author and speaker, having written more than 100 papers, books, chapters, and texts. He has made more than 200 presentations throughout the United States, Canada, Mexico, the United Kingdom, Ireland, The Netherlands, and Singapore.
From 2010 through early 2014, Joe was the primary author of The D&O and E&O Monitor blog.
well done on a difficult topic
Decent treatment of some of the ins and outs of D&O insurance
A very clear explanation of a much misunderstood field of law. Will return again to the content as the need arises.
Best program yet.
Good presenter for this topic.
Very narrowly focused.
Nice overview, with just enough extra to be genuinely helpful.
excellent choice in speaker
Very good program.
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